Creating a New User

Creating a New User

Agent: Morgan



Head to Administrator ---> Users ---> click ADD





USER Tab:

User(Email): The username. It's suggested you use an email, that way they can receive alerts/reports.
First/last name: Name of the employee
Authentication Type: Leave as basic, never change this
Force Password Change on next login: Emails the user login instructions and prompts them to change their password the first time they log in. Note: an email will need to be used as a username in order to use this function. Otherwise, you can turn it off and manually give them a password
Security Clearance: Appoint the user as an admin, driver etc. Custom security clearances can be created
Data Access: select which groups the user will have access to



Driver Tab:

If this user is a driver, click "Yes".

You can then assign a key Fob to the user under Add new driver Key if you are using the NFC reader system
You can also add driver license information.


NOTE: Driver License information is REQUIRED for the ELD/HOS system




UI Settings Tab:

Here is where you can set up UI preferences for each individual user.
Set their measurement system (Metric or Imperial), how their date and time are displayed etc.
This is set on a user by user basis, so every user can have their own preferences set.





NOTE: Don't forget to click save when done setting up the user





    • Related Articles

    • Dual Share - Getting error while creating a new database

      Issue Getting error while creating a new database via dual share  Solution While creating a database please make sure to add a unique database name, otherwise it will give an error 'DatabaseExists' Sometimes the database name you are trying to use ...

    • Mygeotab - Switching from Old UI to a new UI

      This article explains how to switch from Old UI to new UI Steps to change UI for your own Mygeotab Profile  Login to Mygeotab > Go to your username on top right corner > Then Select Option          Scroll Down and Go to Feature Preview Option > Turn ...

    • Mygeotab - Enable or Disable User lockout feature

      This article explains how to enable or disable 'User Lockout' Feature on MyGeotab.  Steps       1. Login to Mygeotab > Go to 'Administration'        2. Then click on 'System' > 'System Settings'             3. Go to 'User Account Policy' and scroll ...

    • Bewhere Beacon - Creating a rule for bewhere devices

      This article explains how to create a rule for bewhere devices.  Steps     1. Login to Mygeotab > Go to Bewhere Dashboard           2. Go to Settings and select Rules             3. Select Add rule                4. Add Rule Name and Rule Type from ...

    • Setup SAML user

      In order to setup a user with SAML Authentication , Please follow steps : Steps: 1. Login to Mygeotab database 2. Go to Administration > System > System Settings  3. Go to Certificates  4. Enter the Certificate issuer link  Note : Login and Logout ...