MyGeotab: How do the asset type groups work
Answer

To make it easier for our customers to manage vehicles and other assets, we have added several new built-in groups into all existing and new databases. In our 2104 release we introduced the concept of Global reporting groups. All of these new built-in groups are Global reporting groups, so customers do not need to worry about scope being a problem.

For example, John is part of one group: Las Vegas. In this group, there are both vehicles and trailers. On the Vehicles & Assets page, John wants to identify which assets belong to the Vehicle group and which belong to the Trailer group. Before this update, John couldn’t access the Vehicle or Trailer groups; he couldn’t see which assets in the Las Vegas group also belonged to the Vehicle or Trailer group. With this update, we marked the asset type groups as Global reporting groups; this allows John to see which Las Vegas assets are in the Vehicle or Trailer group.

NOTE: Just because a group is marked as a Global reporting group, that doesn't mean all users can see all assets within this group.

To adjust a user's data access:

  1. In MyGeotab, navigate to Administration > Users or People > Users & Drivers.
  2. Edit that user to update their data access.
  • Asset Information: Group under Company Group , which contains various groups that describe the assets in your database. Customers can add additional groups under this group, such as an Asset color group, for example, to categorize their assets by their various colors.
  • Asset Type: Group under the Asset Information group, which helps Customers categorize their assets by asset type. Customers can add additional asset types other than Vehicle and Trailer, which are included by default.
  • Vehicle: Group under the Asset Type group. You can further break down the Vehicles in your database into child groups such as the Heavy-Duty group, Medium Duty group, and the Light Duty group for example. Please note: All existing vehicles in their database will automatically be added to this group when Customers are upgraded to the 8.0 release. The Vehicle group will be used by the Geotab Drive app to filter for assets that are vehicles on the Vehicle selection screen.
  • Trailer: Group under the Asset Type group. You can further break down the Trailers in your database into child groups such as the Flatbed group, Enclosed group, and the Refrigerated group for example.
    NOTE: All existing trailers in a database will automatically be added to this group when customers upgrade to the 8.0 release. The Trailer group will be used by the Geotab Drive app to filter for assets that are trailers on the Trailer selection screen.

New built-in groups structure in MyGeotab

Additional Notes

For additional information on what is new in MyGeotab 8.0, visit What's new in MyGeotab Version 8.0.

Related Questions
Reason for Archiving