If you want to add a new fleet manager to a contract, you must first create a new assignee for your fleet group:
- Please click on FLEET GROUPS.
- Search for your fleet group.
- Click on the fleet group or click on the three dots and then VIEW GROUP.
- A sidebar containing all relevant information about the fleet group will appear on the right side.
- Please scroll down to Assignee and click the pencil.
- Next, select Add Contact and provide all mandatory information.
- Click on SAVE & FINISH and a new assignee is created.TIP: If you check the box, this assignee/fleet manager will be automatically assigned as a contact person to all newly created contracts for the selected fleet group as default.