Onboarding
Manage the entire onboarding process, including data collection, approvals, and waiting list management.
Managing Onboarding in Fleet Master
Fleet Master allows you to efficiently manage the onboarding process for new users or entities. Navigate to the Onboarding section from the sidebar to get started.
Available Onboarding Categories
Best Practices for Onboarding Management
Regular Audits
- Periodic Review: Regularly review and update the onboarding entries to ensure relevance.
- Data Integrity: Ensure that onboarding data is accurate and clear.
- Security: Limit onboarding management permissions to trusted roles only to maintain data integrity and security.
Important:
Ensure that all new onboarding entries align with your operational needs before adding them to the system.
Security Best Practice:
Use role-based permissions to restrict who can add, edit, and delete onboarding entries, ensuring only authorized users can make changes.