Geotab - Adding/Set Up a Driver for HOS
How to set up a user in GEOTAB to track HOS for ELD.
Tyler Watson
25 steps
3 minutes
Please note: Geotab is in the process of doing updates in their system so your left hand menu may look slightly different than the one pictured in the screen shots, however the tabs should still have the same name. If you menu is different, please locate the corresponding tab.
If you have already added the user, you can skip down to
Add a New Driver
1
Navigate to your GEOTAB dashboard
2
Click "People" > "Users & Drivers"
3
Click "Add"
4
Add the User's Email, this is what they will use to log in.
5
Add their First & Last Name
6
This dropdown SHOULD ALWAYS REMAIN AS *BASIC AUTHENTICATION* otherwise you run the risk of giving the user the ability to do advanced changes and could do irreparable damage to your GEOTAB database.
Alert! THE ABOVE SHOULD ALWAYS BE BASIC AUTHENTICATION!
7
Ensure "Force password change on next login" is YES to allow the new user to set up their password on the first login.
8
Click this dropdown to edit the User's Security Clearance.
9
This must be changed to a security clearance that has access to the HOS app. Most of the time this will be one labeled "Driver App User" if they are exclusively using the Drive App, if they are also an admin or supervisor, choose that option.
Tip! It is possible to create your own custom-labeled security clearance. To set up reach out to support for help.
10
If you have groups set up for your location, you can add your driver to these groups now or come back and apply them later.
11
OPTIONAL: Add your driver's phone number with the correct country code. Adding the phone number is optional but recommended.
12
OPTIONAL: More information that can be used to match internal or native documentation you already have for your company, the Designation, Employee Number, & Comments do not have any affect on features but could show when running certain reports.
Giving Access to DRIVER APP & HOS Settings
If you jumped to this segment, ensure the User you are working on has a security clearance that allows Driver & HOS Settings, for more info see steps 9-11 above.
13
Next, we will scroll back up to the top and click "Driver"
14
Click "This user is a driver: YES" - This will give them access to log into the Driver App.
15
If you want more information on what "Prevent driver access to shared data:" you can hover over this segment, most of this time the setting should be set to "NO".
16
OPTIONAL: If you have any special keys such as USB, NFC, etc. Keys you can use "Add new driver key" to connect them to the driver. If not, skip this step.
17
You must include the Driver's Licence in order to use the Drive App. Click the "Driver license number:" field to enter it and the appropriate country & state below.
18
Now lets scroll back up to the top and click "HOS Settings"
Alert! sometimes you may need to click save and go back into the user for the HOS Settings Tab to appear.
19
Click this dropdown to select your ruleset, this is prefabricated and documentation on requirements varies. If you are unsure which one to select reach out to your HOS agent, Local DOT, or FMCSA.
20
As you change the choice in Ruleset, you will notice the setting below change to adapt to the requirements of your choice. If you are unsure what to do reach out to your HOS agent, Local DOT, or FMCSA.
Alert! Please note Geforce/GETOAB cannot give Advice or Recommendations in regard to HOS Rulesets or HOS Settings but can only provide guidance on where in the system to make those changes.
21
If you scroll down the page, you will notice you are able to add a few more settings, such as if Yard move is allowed. If a driver wants to turn on yard move in the driver app, it must be enabled here, per user.
22
If you need an HOS exception, the name can be customized under the system settings.
Please Note: All of the above-discussed settings are set PER USER, not per company or group level. So please ensure each driver is set up with the appropriate settings.
23
Once you are happy with all of your settings, click "Save"
24
Your User is now created and ready to go. If you followed the above guide, the User
25
Your User is now created and ready to go. If you followed the above guide, they should have received an email that looks like the one below, prompting them to log into the ADMIN side of GEOTAB and set up their password.
Geotab - Adding/Set Up a Driver for HOS
How to set up a user in GEOTAB to track HOS for ELD.
Tyler Watson
25 steps
3 minutes
Please note: Geotab is in the process of doing updates in their system so your left hand menu may look slightly different than the one pictured in the screen shots, however the tabs should still have the same name. If you menu is different, please locate the corresponding tab.
If you have already added the user, you can skip down to
Add a New Driver
1
Navigate to your GEOTAB dashboard
2
Click "People" > "Users & Drivers"
3
Click "Add"
4
Add the User's Email, this is what they will use to log in.
5
Add their First & Last Name
6
This dropdown SHOULD ALWAYS REMAIN AS *BASIC AUTHENTICATION* otherwise you run the risk of giving the user the ability to do advanced changes and could do irreparable damage to your GEOTAB database.
Alert! THE ABOVE SHOULD ALWAYS BE BASIC AUTHENTICATION!
7
Ensure "Force password change on next login" is YES to allow the new user to set up their password on the first login.
8
Click this dropdown to edit the User's Security Clearance.
9
This must be changed to a security clearance that has access to the HOS app. Most of the time this will be one labeled "Driver App User" if they are exclusively using the Drive App, if they are also an admin or supervisor, choose that option.
Tip! It is possible to create your own custom-labeled security clearance. To set up reach out to support for help.
10
If you have groups set up for your location, you can add your driver to these groups now or come back and apply them later.
11
OPTIONAL: Add your driver's phone number with the correct country code. Adding the phone number is optional but recommended.
12
OPTIONAL: More information that can be used to match internal or native documentation you already have for your company, the Designation, Employee Number, & Comments do not have any affect on features but could show when running certain reports.
Giving Access to DRIVER APP & HOS Settings
If you jumped to this segment, ensure the User you are working on has a security clearance that allows Driver & HOS Settings, for more info see steps 9-11 above.
13
Next, we will scroll back up to the top and click "Driver"
14
Click "This user is a driver: YES" - This will give them access to log into the Driver App.
15
If you want more information on what "Prevent driver access to shared data:" you can hover over this segment, most of this time the setting should be set to "NO".
16
OPTIONAL: If you have any special keys such as USB, NFC, etc. Keys you can use "Add new driver key" to connect them to the driver. If not, skip this step.
17
You must include the Driver's Licence in order to use the Drive App. Click the "Driver license number:" field to enter it and the appropriate country & state below.
18
Now lets scroll back up to the top and click "HOS Settings"
Alert! sometimes you may need to click save and go back into the user for the HOS Settings Tab to appear.
19
Click this dropdown to select your ruleset, this is prefabricated and documentation on requirements varies. If you are unsure which one to select reach out to your HOS agent, Local DOT, or FMCSA.
20
As you change the choice in Ruleset, you will notice the setting below change to adapt to the requirements of your choice. If you are unsure what to do reach out to your HOS agent, Local DOT, or FMCSA.
Alert! Please note Geforce/GETOAB cannot give Advice or Recommendations in regard to HOS Rulesets or HOS Settings but can only provide guidance on where in the system to make those changes.
21
If you scroll down the page, you will notice you are able to add a few more settings, such as if Yard move is allowed. If a driver wants to turn on yard move in the driver app, it must be enabled here, per user.
22
If you need an HOS exception, the name can be customized under the system settings.
Please Note: All of the above-discussed settings are set PER USER, not per company or group level. So please ensure each driver is set up with the appropriate settings.
23
Once you are happy with all of your settings, click "Save"
24
Your User is now created and ready to go. If you followed the above guide, the User
25
Your User is now created and ready to go. If you followed the above guide, they should have received an email that looks like the one below, prompting them to log into the ADMIN side of GEOTAB and set up their password.
