👥 Assign Custodians to Listings in Fleetwire (Beta)

Assigning custodians to listings in Fleetwire lets you designate team members or external accounts to manage specific vehicles. Custodians can control listings and orders, helping you streamline operations. Since this feature is in beta, here’s a quick guide to get started!

🎯 Why Assign Custodians?

Assigning custodians helps you:

• Delegate Tasks: Custodians can manage listings and orders, like updating availability or handling bookings.
• Organize Your Team: Track who’s responsible for each vehicle, whether they’re on your team or from another account.

🛠 How to Assign Custodians

Follow these steps to assign custodians to your listings in Fleetwire.

Step 1: Add Custodians

Ensure custodians are set up as team members or linked accounts.

1. Go to Settings > Team in your dashboard.
2. Click + Add Team Member to invite a company team member, or link an external account via Add External Account.
3. For team members, assign a role with permissions to manage listings and orders (e.g., company_admin).
4. Click Invite or Link to add them.

Step 2: Assign a Custodian to a Listing

Assign a custodian to manage a specific listing.

1. Navigate to Listings.
2. Select a listing and go to its Details tab.
3. In the Custodian field, choose a team member or linked account from the dropdown.
4. Click Save to assign the custodian.

Step 3: Test the Assignment

Verify that custodians can manage their assigned listings and orders.

1. Create a test order for the listing via your online store (e.g., testcompany.fleetwire.io) or in Orders.
2. Confirm the custodian can access and manage the listing and order in their dashboard.

🌟 Custodians Assigned, Ready to Go!

You’ve assigned custodians to listings in Fleetwire! They can now control listings and orders, helping you manage your fleet efficiently. Test an order today to ensure everything works smoothly during this beta phase.

🚀 Next Steps

Explore more Fleetwire features:

• Add Listings: Create new listings with Creating and Managing Listings in Fleetwire.
• Manage Team: Organize your team with Managing Team Accounts in Fleetwire.
• Track Orders: Monitor status with Registering Pickups and Returns in Fleetwire.
• Need Help? Contact us at hi@fleetwire.io or via the in-app chat.

Happy managing! 🌟

Updated on: 15/05/2025