People, reporting & compliance

This section covers people and access (drivers, vendors, organization users, invitations, roles, groups), plus reporting, audit logs, and notification preferences—all from the tenant console.

📌 Note: If a menu item or action is missing, or you see Access denied, contact your organization administrator. Also confirm the correct organization and group in the header switcher when working with scoped data.

In this module

• Organization & group context — Switch organization/group; group catalog (same ideas as the standalone Groups page).
• Access, roles in the menu & escalation — Why menus differ, access denied, what to tell an admin (aligned with Permissions).
• Drivers — Driver list, search, filters, open profile, edit and account status.
• Invited drivers — Pending driver invitations, invite workflow, resend and revoke.
• Driver profile & vehicle assignments — Profile, assignments, and related actions.
• Vendors — Vendor directory, add/edit/delete, open vendor detail.
• User management — Staff and other organization users; filters; view, edit, activate/deactivate.
• Invited users — Pending user invitations and the invite-user flow.
• Roles & Permission (settings UI) — Role list, filters, detail view, editing custom roles.
• Reports & exports — Report templates, parameters, generate, CSV and Excel export.
• Audit logs — Activity list, open a log entry, detail and comparison.
• Notification preferences — Enable types, manage recipients (from the profile menu path).

Related manuals

• How to Use Forms — Validation and general form behavior.