How to Add a User to MyGeotab?

How to Add a User to MyGeotab

Follow these steps to create a new user profile, assign permissions, and send login credentials.

1. Navigate to Users

1. Log in to MyGeotab.

2. From the left-hand menu, select People > Users & Drivers.

3. Click the [+] button in the top right corner.

2. Enter User Details

On the User Edit page, fill in the following basic information:

• User (Email): Enter the person's professional email address.

• First Name & Last Name: Enter their full name.

• Authentication Type: Keep this set to Basic (unless your organization uses a specific SSO provider).

3. Set Groups and Data Access

This section controls what the user can see in the system.

• Groups: Choose which fleet groups the user belongs to (e.g., Parks).

• Data Access: Click Modify to define the scope of data they can view.

  Tip: "Data Access" limits the user to seeing only specific branches of the company, while "Groups" defines where they are "placed" in the hierarchy.

4. Security Clearance & Password

This section controls what tools the user can use.

1. Security Clearance: Choose a level (e.g., Administrator, Supervisor, View Only, or Driver).

2. Force password change: Toggle this to YES.

3. Save: Click the Save button in the top right corner.

Outcome: The user will receive an automated email within an hour containing their login instructions and a link to set their password.