Getting started manual

Getting started

This guide will help you get started with using the FCPlus platform in Europe.

Some words and phrases are used interchangeably throughout this guide. These are:

Platform = System = Web Platform = FCPlus
User = People = Person

Note: It would be reasonable to note your username from the email received.

The link is only active for seven days. After the login designated time has passed, please get in touch with sales to receive a new activation link.

You can review the Welcome email/account activation email with a button to create a new password in the picture below.

Click/tap on the Get started button in the welcome email to get initiated.

After you click the Get started button, you will land up on a page with your username to set up the new password for your login.

Enter the password in Create password field and retype the password in the Retype password field
Click Log in
You will be able to see all the modules bought on the FCPlus web platform

How to change your password?

You might need to modify your Fleet Complete log in password. You can alter your password from the Settings module.

Note: The new password must contain lowercase letters, uppercase letters, and numbers. In addition, the minimum length of the password should be eight characters.

Please follow the simple steps below to change your password:

Log in with your FCPlus platform username and password (sent to you via email)
Click on the Settings module from the top
Click, My settings (displayed by default)
Scroll down in My settings to locate the CHANGE PASSWORD section
Your current password will be displayed in the Current password field
Enter the new password as necessary in the New password field
Type the password again in the Verify new password field
Click the Change button on the bottom

How to create users and drivers for your organization?

First, let's comprehend the organization's users, people, and drivers.

Who is a user and a Driver in an organization?

A User/Person (created from the People tab) can log in to the FCPlus platform and use any assigned modules and vehicles. We will check it in more detail later in this guide.
A driver is a user/person who can drive all or any assigned vehicle; however, they may or may not be able to log in to the FCPlus platform. We will check it in more detail later in this guide.

Note: Please note that this choice is not exclusive - a person can be both a User and a Driver. However, a driver may or may not be a user.

How to create users for your organization?

A new user is created from the People's Tab on the FCPlus platform.

Please follow the steps below to create a user in your organization:

Log in to the FCPlusplatform
Click the Settings module from the top
Select the People tab under the settings module
Click + New person from the left-hand side
An empty form will appear on the right-hand side
Enter the person's/user’s email (The user will get notified on this email address entered)
Enter the First name of the user
Enter the Last name of the user
Enter user's Employee ID if applicable
Enter the Phone number of the user
Choose the Department from the drop-down menu ( If departments are not set yet, the drop-down will not show any options. Learn more in "How to set up departments for your organization"? topic)
Enter the External ID if applicable
Add a tick in front of: IS USER

Note: If the "IS USER" option is not ticked, the user can't log in to the FCPlus platform.

Click the Generate new password button
Select a Role for the user from the ROLES section on the extreme right-hand side (Learn more in "How to create Roles"? topic)
Select to assign vehicles from the VEHICLES drop-down menu on the extreme right-hand side
Click the Save button on the bottom
After clicking on the Save button, the newly added user will get an email to Sign In

Finally, the added user can click on the Sign In button and log in to the FCPlus platform. The user will only see the modules assigned. Modules are set when with the role defined for the user.

Note: Once the user is added, you will see the user in a list on the left-hand side under the +New person button.

How to generate a new password for the users (Non-admin users)?

You can send a renewed welcome email to the user if they cannot Sign in. The email can be resent from the People's tab to the users.

Follow the steps below to resend the password to the user:

Select a user from the left-hand side list of the users
On the right-hand side, locate the IS USER section
Click the Reset password button
A new email will be sent to the user to Sign in

How to connect users to a vehicle?

You can assign users to specific vehicles in 2 ways:

Add vehicles for the users while creating the user
Revise the user to alter the vehicles added

Note: You can connect a vehicle to the user from the People tab beneath the Settings module.

While creating a new user/person, you must connect the user to the vehicle; only then the vehicles will be available for viewing on the platform.

Follow the steps below to adjust the vehicles for a user:

Choose a user/person from the left-hand side list you want to connect to a specific vehicle
Make sure that the IS USER checkbox is selected
On the lower right side, find the VEHICLES section

Choose either to show:

All vehicles - No extra settings here; the user will see all vehicles across the entire system.
Vehicles by groups - You can select the region and vehicle type for the selected user to see in the system.
Individual vehicles - You can mark the vehicle(s) you want to be available to the selected person.
No vehicles - No vehicles will be shown to the user selected.

To apply all settings, you must click the Save button on the bottom.

How to create drivers for your organization?

A driver is created in an organization similar to a user from the People tab.

After adding all the general information (as discussed in the "How to create users for your organization"? topic), you must tick the "IS DRIVER" option.

Note: A user can only be a driver if solely IS DRIVER is ticked; such users won't be able to log in to the FCPlus web platform though they can use all the vehicles allotted.

The Only setting for a driver is a list of unique identification keys, including I-button code, RFID chip number, or SIM card number if your company uses SMS identification.

To add an identification key to the driver, click the +Add Key button
When "IS DRIVER" is ticked, the right-hand side will become visible to assign ROLES to the driver.
At the bottom on the right-hand side, vehicles can be assigned to the driver from the VEHICLE drop-down menu ( Learn more in "How to connect users to the vehicle"? topic)

To apply all settings, you must click the Save button on the bottom.

How to create Roles?

Roles are the virtual set of user rights. Any user in an organization can have multiple roles. In other words, roles are groups of people that share the same permissions in FCPlus.

You can assign a new user a predefined set of permissions instead of going through creating new roles.

Roles can be created from the Roles Tab under the settings module.

By default, the Administrator role is created for all the organization. An administrator is automatically given all the modules, settings, and report permissions.

Follow the steps below to create new roles for your organization:

Click the Settings module from the top
Click the Roles tab under the settings module
Click the + Add new button on top of the roles list on the left-hand side
A New role window will be displayed on your screen
Enter a Role's name in the new role window
Copy permissions from, as necessary, take user rights from some existing role. You can choose the same from the drop-down menu
If the role is required for all new users; tick the Default role for new users option
Tick, Assignable by non-admin users to allow configuring of roles by non-admin users
Click the Save Button on the New role window
The latest created role will appear on the left-hand side in the roles list; attach permissions to the role from the right-hand side.
Once the role is added, select by ticking the module permissions, settings permissions and the reports permissions
And, click the Save button on the bottom to add permissions for any role

How to connect a role to a user?

A person/user in an organization must be assigned role(s). Roles can be added to a person/user in two ways:

While creating or editing a Role ( Learn more in "How to create roles"? topic)
While creating or editing a user ( Learn more in "How to create users for your organization"? topic)

Let's add permissions to an existing user:

Select a user from the Roles tab on the left-hand side
The permissions area on the right-hand side will be activated, automatically
Tick the modules, settings and reports permissions for the user as necessary
Click the Save button on the bottom

How to set up the Vehicle's basic information?

You can set primary details such as vehicle type, vehicle colour, Available seats, Default driver, Vehicle groups etc., concerning your vehicles from the Vehicles tab under the settings module. However, if you require having vehicles grouped by region and vehicle type, you need to set them up first.

How to add vehicles types to the vehicles?

Vehicle types can be diesel, petrol, gas, hybrid, hydrogen etc.

Note: Please note that only predefined vehicle types can be used.

You can select each Vehicle type from the Vehicle tab of the settings module

Follow the steps below to assign vehicle types to the vehicles:

Log in to FCPlus
Select the Settings module on the top
Click the Vehicle tab under the settings module
Select a vehicle from the left-hand side list of the vehicles
On the right-hand side, click the Properties tab (generally displayed by default)
Scroll down in the properties tab to locate the Vehicle type field
Choose a type from the Vehicle type drop-down menu
Click the Save button

Rename, Change number plate, Set default driver for your vehicle

In the Properties tab, you can also rename your vehicles, change number plate, set default driver, select the colour for the vehicle etc.

Log in to FCPlus
Select the Settings module on the top
Click the Vehicle tab under the settings module
Select a vehicle from the left-hand side list of the vehicles
On the right-hand side, click the Properties tab (generally displayed by default)
Edit the fields as necessary
Click the Save button

How to set up Vehicle Groups?

You can set up vehicle Groups in the Fleet complete system, as necessary. This helps group your vehicles, get a good overview of how many and what kind of vehicles you have, and where they are located.

Follow the steps below to set up Vehicle Groups:

Log in to FCPlus
Select the Settings module on the top
Click Vehicle Group under the settings module
On the left-hand side in the Groups section, click on the + New group button
A new row will be displayed
Enter a Group name as necessary
Click the Save button
Group Id will be generated automatically

To make a subgroup, select the newly created group
And click on the +New group button on the right-hand side
Enter a name for the subgroup as required
Click the Save button

Connect vehicles to vehicles groups

You can add as many groups as desired to the vehicles from the Properties tab.

Follow the steps below to assign groups to the vehicles:

Log in to FCPlus
Select the Settings module on the top
Click the Vehicle tab under the settings module
Select a vehicle from the left-hand side list of the vehicles
On the right-hand side, click the Properties tab (generally displayed by default)
Scroll down in the properties tab to locate the Groups option
Choose the vehicle group from the group's drop-down menu (Ensure that the vehicle groups and subgroups are already created)
Click the Save button on the bottom

How to set up departments for your organization?

You can set up departments for your vehicles and users, as necessary. For example, specific departments could use a few vehicles.

Follow the steps below to set up a department in your organization:

Log in to FCPlus
Select the Settings module on the top
Click, Categories under the settings module
Select the Departments tab
On the left-hand side in the DEPARTMENT's section, click the +Add New button
A new row will be displayed
Enter the department name and a code as necessary
Click the Save button

Connect users and vehicles to departments

You can assign users and vehicles to specific departments.

Note: A user can be a part of only one department, but a vehicle can be a part of many departments.

Let's review below how to connect a department to a user:

You can add a department to a user while creating a new user (Learn more in "How to create users for your organization"? topic)

Now let's see how can we connect a department to a vehicle:

You can add a department to a vehicle from the Areas module.

Follow the steps below to connect a vehicle to a department:

Log in to Fleet Complete Plus
Click the Areas module from the top
Locate the list of vehicles on the right-hand side of the areas module
Please select a vehicle from the list by ticking it
The + Set departments button will be highlighted on the bottom
Click the + Set departments button
A new Department pop-up window will be displayed

Select department/(s) on the pop-up window from the drop-down menu
Click the Submit button on the window
You can view now department added to your vehicles

How to contact support?

Please click the Support button on the top of the screen to connect with the Fleet Complete support.

Once you click the Support button, A new Support screen will appear.

Please choose the Module and the Vehicle corresponding with the issue and write your message in the text box below
Click the Send Message button on the bottom of the support window

Note: Your message will be sent to our support team. Your problem will be fixed, or you will be reached out for additional details by the Fleet Complete Support Team. Information about the request will arrive in your email.

Getting started manual

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How to Log in to the Fleet Complete account (Admin User)? You will receive an account activation email to set up the FCPlus login password.

Rename, Change number plate, Set default driver for your vehicle

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