Groups in MyGeotab

Use groups in MyGeotab to organize your assets, users, and zones, and to manage your users' data access.

Groups are organizational categories in MyGeotab. They help you structure your database to match how your fleet is set up. By creating custom groups, you can generate reports on certain fleet segments, apply specific rules to assets or drivers, and control what users can see and do in your database.

For example, if your organization has an East and a West division, you can put your resources into groups that match this structure. This ensures that important information for each division is shown only to the people responsible for managing it.

The Groups page is where you can view, edit, move, or remove groups. It shows your groups in a tree structure, with sub-groups nested within parent groups. The Company Group is the root parent group, and it includes all resources in your database. You can expand subgroups to navigate the tree and find the groups you need.

The Groups page showing an expanded groups tree

To access the Groups page in MyGeotab, navigate to Groups & Rules > Groups.

Built-in groups

By default, when your database is created, it will have a set of built-in groups under the company group. These groups are used by features within MyGeotab to serve particular functions, such as classifying your vehicles by asset type or powertrain and fuel type. Built-in groups are organized in a separate branch of your group tree marked Built-in Groups, and cannot be deleted.

Filtering data by groups

Learn how to use groups to quickly filter your data throughout MyGeotab, allowing you to quickly access the data you need.

Filtering by groups at a database level or inside individual features and pages lets you to quickly surface relevant data throughout MyGeotab. When navigating MyGeotab with active group filters, the number of groups active in your filter is indicated in the filter bar. If you can’t see data you expect to see, try disabling your filters and reloading the page.
Note: To open a filtered view of your database by default, bookmark the link to the database with your groups filter applied. Accessing the database using the bookmark will open the filtered view.
  1. Click on the Groups dropdown at the top of any page.
  2. Toggle Apply site-wide to On if you want your filters to apply to your entire database.
  3. Select the groups you want to apply as filters from the dropdown list.
    Note: When selecting more than one group, you must select an operator for your filter. The default operator is OR, which will populate all data that belongs to at least one of your selected groups. The operator can be toggled to AND in the groups filter dropdown, which will populate data that belongs to all of your selected groups.
  4. Click Apply.
If you choose to apply your filters site-wide, you can view your active filters in the top menu bar. Site-wide filters can be removed at any time by clicking the X next to the group name.