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Add Participants to a Fleet in Automotive Cloud

Relate people to a fleet and track their role in the maintenance and operation of the fleet. You can associate businesses, individuals, and employees to a fleet.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create fleet participants: Use Fleet Management Features
  1. From the App Launcher, find and select Fleet Participants.
  2. Click New.
  3. Search for and select an Asset.
    If the asset is already related to a Vehicle record, the Vehicle field on Fleet Asset gets autopopulated when you save the record.
  4. Search for and select a Fleet.
  5. For Effective Start Date, select the date from when the participant is related to the fleet.
  6. For Effective End Date, select the date till when the participant is related to the fleet.
  7. For Participant, select Account, Contact, or User and select a record.
  8. For Participant Role, select one of the following:
    • Driver
    • Maintenance Associate
    • Manager
    • Operations Manager
  9. For Status, select one of the following:
    • Active
    • Inactive
    • Resigned
  10. Click Save.