Procedure
- Select the Administration > Users or People > Users & Drivers option from the main menu.
- Click the Add button.
- Enter a unique username or email address in the User (email) field.
NOTE: Without a valid email address, users cannot reset their own password or receive exception notifications and reports by email. - Enter the user's First Name and Last Name in the corresponding fields.
- Enter a Designation, Employee Number or Comments as needed.
- Select the Groups you want to add the user to.
- Select the appropriate group for Data Access. Users can only view data from the selected groups branch.
- In the Force password change at next login field:
- Select Yes if an email address was used. This sends a password reset email containing a link to set the password. The link expires after one hour.
- Select No if a username was used, then enter and confirm a password for the user.
- Select Basic authentication in the Authentication type field.
- Choose the appropriate Security clearance for the user.
- If the user is a driver, proceed to MyGeotab: How do I make a user a driver in MyGeotab and Compliance: How to configure a driver to meet ELD compliance regulations.
- Click Save.
Additional Notes
- Users can only be added by those with the appropriate security clearance.
- See the Standard Security Permissions document for details on configuring security permissions.
- Do you prefer a video? Watch How to Add Users to MyGeotab.
- If the exact security permission is not set, the user will not have access to certain user settings. For example, if a user is configured to be a Driver and the security permission is Default User, the user will not have access to the HOS Settings tab.
- Cannot see the Add button? See Unable to add or edit a user in MyGeotab.