How to Add Users to MyGeotab

How to Add Users to MyGeotab

In this article you will learn how to add users on MyGeotab.

On the left hand side of the screen:
1. Go to People
2. Users and Drivers
3. Top right of the screen, click the blue plus mark to add a new user
4. For the Username, enter the users email, this allows the user to reset their password without an administrator
5. Enter the users First Name, Last Name and other details such as designation, employee number and phone number
6. Assign the users group using the groups drop down, this will make sure that the user is associated with the correct data 
7. Under authentication type, select Basic Authentication, this sends the user an email prompting them to create a password
8. Under security clearance, you can select what type of access the user has. For a driver, select Drive App User, this allows the user to log in into MyGeotab with view limited to driver options
9. After you have completed those steps, click on the driver tab on the top of the screen
10. For the User is a driver option, select Yes, if the user is a driver, this allows you to enter driver identification information required for ELD/HOS
11. For the prevent driver access to shared data, toggle it to yes to restrict drivers from seeing other drivers' data
12. Under Driver License Number, enter the users Driver License Number and select the license state/province 
13. Under system communications, you can manage system notification preferences for emailed reports, news, and service updates  
14. In the Support tab, designate users to act as contacts for supporting, training, and procurement
15. After you are done, click Save when finished

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