<aside> 💡 The Roles feature in Hubfleet allows administrators to define specific roles within your transport organisation. These roles can then be assigned to individual users, including both drivers and management team members.

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By utilising Roles, you can streamline several key aspects of your Hubfleet experience:

• Targeted Training: Assign roles relevant to specific job functions to ensure users are directed to the necessary training modules.
• Policy and Procedure Management: (coming soon) Link relevant policies and procedures to specific roles, ensuring users acknowledge only the information pertinent to their responsibilities.
• Future Enhancements: In upcoming updates, Roles will play an integral part in further customising user access and workflows within Hubfleet.

This section will guide you through the process of creating, managing, and assigning roles within your Hubfleet organisation.

Creating a Role

To create a role within Hubfleet, follow these steps:

• Navigate to the Config (1) Screen**:** Please note that this action requires the Owner permission level.
• Within the "Config" screen, find and select the "Roles (2)" tab.
• Click the Add Role (3) button.

Define Role Details: In the pop-up window:

• Role Name: Enter a clear and concise name for this role (e.g., "Heavy Vehicle Driver - Regional," "Fleet Maintenance Manager").
• Required Training: Select the relevant training modules from the provided list that are mandatory for this role (training types can be created or edited as shown here Training Types ).
• Role Description: Provide a detailed description of the responsibilities and functions associated with this role.
• (Optional) Role Description PDF: You can optionally upload a PDF document containing a more comprehensive role description.

This process allows you to establish specific roles tailored to your organisation's structure and operational needs.