Geotab - Adding/Set Up a Driver for HOS | Scribe

    Geotab - Adding/Set Up a Driver for HOS

    • Tyler Watson |
    • 25 steps |
    • 3 minutes
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      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.
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      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.
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      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.
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      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

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      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.
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      Next, we will scroll back up to the top and click "Driver"