Screens and navigation

The tenant’s top navigation connects the main working areas. Some entries appear only when your role has permission to use them.

Local example: the dashboard combines shortcuts and operational summaries. Your visible areas and widgets depend on access and configuration.

Screen	Use it for
Dashboard	Follow visible queues, recent work and vehicle or claim summaries
Vehicles	Search for a vehicle and open its record
Claims	Find existing claims or choose New claim
Templates	Inspect or maintain reusable claim defaults and lines
Services	Inspect or maintain service definitions
Recalls	Inspect campaigns, their vehicles and associated claims
Customers	Work with the customer records your role can access
Dealerships	Find dealer information and permitted user administration
Budgets	OEM allocation, dealer distribution or refinement, according to access
Settings	Tenant configuration, reference data, UI Access and integrations

Use the search control in the header for lookup. In list screens, combine search and the available filters to narrow the records. If a list looks empty, clear filters first and check that you are in the intended tenant. A visible list is still limited by your access.

Inside a record

Open the identifier link or row to reach its detail page. The section links in the record header help you reach details, lines, evidence and history. A vehicle can also link to its claims, service records and recalls.

Choose Edit where it is offered, change the permitted inputs, then save. Some values stay as text because they are read-only. Fields or whole sections may be hidden. A processing record can temporarily refuse edits while a lifecycle action runs.

A record may have several workflow tracks. Read the track label with its status and action; one status alone does not describe every part of the process.

Administration

Use Settings → Users & Roles or Dealerships for invitations and role assignments. Authentication identity is shared within a provider environment, but workspace membership, dealership scope and local roles remain specific to Fleetlane. WorkOS sends authentication emails; integration and product mail settings do not control them. See sign-in and workspace access.

Tenant Settings controls that organisation’s business configuration. The central management portal at the central address is for operators managing tenants; it has separate access. Use the address provided for the work you need.

Source review: 1 October 2026, based on tenant routes, TopNav, ClaimsPage, VehicleDetailPage and ClaimDetailPage. The navigation and selected record screens were also inspected in the local snz tenant on that date. This does not verify every role or dashboard widget calculation.