System settings

The System Settings feature controls settings for your database as a whole.

System-wide settings are controlled by your database Administrators, and govern controls that affect all users in the database. The feature also allows Administrators to update information about their organization, such as their company profile and designated support contacts.

Your system settings are divided into eight tabs for ease of reference.

General

General settings allow you to edit and add information to your company profile, such as name, address, phone number, and website. This is where you can update your company profile, partner information, and manage access to Marketplace.

Maps

The Maps tab allows you to set up your preferences for the Map feature in MyGeotab. You can select the map provider you want to use, create custom web maps, or add maps from templates. You can also set your location sharing radius here for your database.

Assets

Asset settings allow you to set up certain features for assets in your database. These include enabling Restricted Data Mode for your assets, and customizing speed bands for risk management. This is also where you can add custom properties to track asset data.

HOS

The HOS tab contains your HOS settings for your database. Here, you can set HOS conditions for your users, such as a maximum personal conveyance distance. You can also add custom exemptions for your database.

User accounts

User accounts settings allow you to set up features for your users and add SAML certificates. This is where you can enable new user onboarding for your users.

Communications

The Communications tab allows you to set up your preferences for notifications and emails in your database. It's also where you can designate contacts within your organization to answer questions related to your database.

Designating users as support contacts can help provide training opportunities for new features that may be relevant to your organization. It also helps streamline communication for support issues by directing questions to the right users from the start.

Data purge

Data purge settings control how long certain types of data are stored in your database. You can create custom purge schedules to manage your data more effectively.

Add-Ins

The Add-Ins tab allows you to manage any Add-Ins you have installed in your database. Here, you can add new Add-Ins and edit or remove existing ones.

Adding custom properties in MyGeotab

Learn how to add custom property sets for your assets in MyGeotab.

Custom properties allow you to add custom fields to your assets on the Asset Details page.
  1. Click the Profile icon in the top toolbar and select System Settings.
  2. Navigate to the Assets tab.
  3. Click + Property set.
  4. In the Set ID field, provide the name of the asset property set.
  5. Select the applicable group from the Apply to groups dropdown menu.
  6. Click + Property.
  7. In the Field label field, enter the property name.
  8. Use the Field type dropdown to indicate whether it is a number, text, or toggle.
    The custom property popup window showing the available fields for your property set.
  9. Click Done.
  10. Click Save on the System Settings page.
Custom properties are available to use on the Asset Details page under Custom Properties.

Adding SAML certificates

Learn how to add SAML certificates to your database.

  1. Click the Profile icon in the top toolbar and select System Settings.
  2. Navigate to the User accounts tab.
  3. Click + Certificate.
  4. Enter the Certificate issuer, Login URL, and Logout URL in the provided fields.
  5. Use the drag-and-drop window to add files from your device.
    The SAML certificates window showing the available fields for adding certificates.
  6. Click Save.
Your new certificate will appear in the list on the User accounts tab.

Adding users as support contacts

Learn how to designate users as support contacts who can answer questions about your database.

Support contacts are people within your organization who can answer questions about your database. Having pre-designated contacts helps reduce frustration by making sure questions go to the people who can answer them.
  1. Click the Profile icon in the top toolbar and select System Settings.
  2. Navigate to the Communications tab.
  3. Select users for each type of contact using the dropdown menus.
    The Support Contacts section of the Communications tab, showing the the fields to add users as contacts for specific questions.
    Note: You can add a new user as a support contact by clicking the + User button. Following the workflow to add the user to your database.
  4. Click Save.
The users you selected for each type of question will display underneath the dropdown menu for ease of reference.

Adding Add-Ins to your database

Learn how to add Add-Ins to MyGeotab to access additional features.

  1. Click the Profile icon in the top toolbar and select System Settings.
  2. Navigate to the Add-Ins tab.
  3. Click + Add-In.
  4. Click the Files tab and select your Add-In file to add, or drag and drop it into the window.
  5. Click the Add button to browse your device for additional files, or click the Remove button to remove unwanted files from the window.
  6. Click Done when finished to add your Add-In.
Your new Add-In will display in the list on the Add-Ins tab.