Onboarding a new organisation

On-boarding a new organisation requires the following steps:

1. Creating the new organisation in the fleet portal.
2. Author the fleet procedure for the organisation.

Creating a new organisation

1. Click on Customers in the navigation.
2. Click the Create a new customer button.
3. Provide all of the necessary information:
   1. In particular, create the procedure.
   2. Make sure Active is set to Yes.
4. Click Save.

Author the fleet procedure

1. Click on Customers in the navigation.
2. Click the Edit button (the pencil icon).
3. Provide all of the necessary information, including uploading and link to PDF files.
   1. Make sure Active is set to Yes.
4. Click Save.