Edit user identification
- Settings – People – click on the user you want to edit.
- Click on
and select Edit Identification. - Edit the necessary fields and Save settings.
Edit user profile (phone, position, employee number)
- Settings – People – click on the user you want to edit.
- Click on
and select Edit Profile. - Edit the necessary fields and Save settings.
Change user rights and roles
- Settings – People – click on the user you want to edit.
- Click on
and select Edit rights. - Check/uncheck the rights you want to assign or remove and Save.
Modification of the key role of accountant/treasurer/fleet manager
- Settings – People – click on the user you want to edit.
- Click on
and select Edit Key Roles. - Add/remove the user from the role and confirm with the Yes, I confirm button.
Ordering travel insurance
- Settings – People – click on the user you want to insure.
- Click on
and select Order Insurance. - Select one of the options and click on Order Standard or Plus Insurance.
- Confirm with the Order insurance button.
Note
The insurance is valid from the day following the day of its conclusion. Insured persons are marked in the application with a globe symbol on a pedestal.
Cancellation of travel insurance
- Settings – People – click on the user you want to cancel insurance for.
- Click on
and select Terminate Insurance. - Confirm with the Cancel Insurance button.
Note
The insurance will expire and will not be automatically renewed thereafter.
Pocket allowance settings
- Settings – People – select the person you want to set the pocket money for.
- Click on
and select Pocket Money Settings. - Check/uncheck the box to enable/disable the foreign business travel allowance and Save.
Notification settings
- Section
Settings – People
– Select the user you want to set notifications for. - Select a tab
Notifications
and tick
Individual settings
. - By sliding the button
/
to turn on/off messages or notifications, and Save.
Deleting a user
Play Video
- Settings – People – select the user you want to delete.
- Click on
and select Delete user. - Confirm with the Delete user button.
Note
Before deleting a user, make sure they do not hold any team cards. When a user is deleted, their personal card is permanently blocked and the funds on the card are moved back to the Fidoo account.