Wallet permissions explained in a nutshell
- Available to Whip Around customers from December 1st, 2022
Owner/Admin and Admin Users
There is one Owner role for each Whip Around account. This is usually the person who signed up first to Whip Around (The root user). They have full access to all documentation within Whip Around. They can assign permission and access to other roles.
The Owner may assign Admin roles to other users. Admin roles can also access all documentation within Whip Around, and can assign permissions and access to users within Whip Around.
It is essential to understand that although there is only ever one Owner/Admin, there can be many Admins for a Whip Around account. All Admins have access to all documentation (both Asset and Driver) within Whip Around.
Admins can assign users the Manager role. Manager roles are used for individuals who need to view everything in Whip Around but not make account-level changes. Managers can access all asset documentation within Whip Around. They can upload, download, replace, share, view, edit and delete asset documents.
Managers have to be granted access to specific Driver document profiles by an Admin, or by a person who uploaded the document and granted them access to it. The person who uploaded the document is known as the "owner" of the document, and this is why they're able to grant access to other users.
Team Manager Users
Admins can assign users the Team Manager role. Team Manager roles are used for individuals who only need access to certain Teams in Whip Around. Team Managers can only access Assets, Drivers, Inspection Histories, Defects, and Work Orders (with a subscription to Maintain) that are connected to the Team that they manage.
This means they can only access documentation for Assets and Drivers in the team they manage. If a driver is not in their team, they will be unable to access that Driver's profile. Furthermore, they have to be granted access to driver documents in their team by the Admin, or by a person who uploaded the document and granted them access to it. The user who uploaded the document is known as the "owner" of the document, and this is why they're able to grant access to other users.
Driver roles are for individuals who only need access to the mobile app to complete inspections. Drivers will only have access to Whip Around via the mobile app and can only view/inspect assets that are assigned to them via a Manager or Admin level role.
Wallet enables Drivers to have their own profile in the app to store their personal documents. Drivers only have access to their own documents and cannot view other drivers (or individuals') documents.
Drivers can access Asset documentation that is made available to them and all documentation related to assets within the Team they are part of.
To learn more about Whip Around Roles and Permissions, read the overview here.
If you need any more assistance, reach out to one of our helpful Customer Success Managers via the chat on the bottom right of this screen.
Learn more about how to get started with the Fleet Manager/Manager/Team Manager and Driver Wallets in the articles below:
• The Asset Wallet in Whip Around – for Fleet Managers
• Driver Wallet in Whip Around – for Fleet Managers
• Asset Documents in Wallet and the Whip Around mobile app – For Fleet Managers
• Wallet in the Drivers mobile app – For Drivers
• Whip Around Wallet User Access and Permissions – For Fleet Managers & Drivers
• Fleet Manager Wallet and Driver Wallet Trial period 2022
• Wallet FAQs