Unitec Portal Owner’s Manual - Manual (Page 33)

P O R T A L
Document Number: PTL1028
Document Title: Portal 3 Owners Manual
Figure 16. Loyalty Account Setup Screen
5.6.3 Fleet Accounts
Fleet Accounts are set-up and managed directly through the ‘Accounts’ option (not the ‘Programs’
option). Account set-up is a 2-step process. The first step will be to set up and save the fleet business
account. The 2
nd step will be to add users (drivers) under the account. From the main Accounts page
select Fleet as the account type and click the Add New Account button.