Assigning a vehicle to a unit

Assigning a vehicle to a unit

You can assign a vehicle to a unit using either of two methods. Both produce the same result — choose whichever is more convenient for your workflow.

One-unit rule: each vehicle belongs to exactly one unit at a time. Assigning a vehicle to a unit automatically removes it from any unit it was previously in.

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Method 1 — From the unit form

Use this method when you are setting up or updating a unit and want to assign multiple vehicles at once.

1. Go to Settings → Units.
2. Click Add unit to create a new unit, or click the pencil (edit) icon next to an existing unit.
3. In the Vehicles field, click the Choose vehicles selector.
4. Search for and select each vehicle you want to add to this unit.
5. Click Save.

All selected vehicles are moved into this unit immediately.

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Method 2 — From the vehicle’s edit form

Use this method when you are already editing a vehicle and want to set its unit at the same time.

1. Open the vehicle you want to assign (for example from the Vehicles list).
2. Click the Edit button for that vehicle.
3. Find the Unit field in the vehicle form.
4. Select the unit from the dropdown.
5. Save the vehicle.

The vehicle is now a member of the selected unit.

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Removing a vehicle from a unit

To remove a vehicle from a unit without assigning it to another one:

• In the unit form, deselect the vehicle from the Choose vehicles field and save.
• In the vehicle form, clear the Unit field and save.

The vehicle becomes unassigned and is visible to all team members who are not restricted to a specific unit.

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Related articles

• How to add a unit
• How to edit a unit
• Assigning vehicles to a group