By tailoring permissions to specific roles, you can streamline workflows and enhance operational efficiency while maintaining robust security protocols. In this tutorial, learn how to create custom security sub-clearances in MyGeotab.

Tutorial

Intermediate

MyGeotab

Creating custom security sub-clearances

Creating custom security sub-clearances! Let's get started. Navigate to the Clearances page in MyGeotab by either selecting People, then Clearances, or searching for Clearances in the menu. Choose the parent Clearance where you want to create the new security sub-clearance. Select Add sub-clearance from the top toolbar. Enter a clear Name that helps users identify the access level. Search for a specific feature when you need to adjust access without reviewing the full list. Use the X to disable access and the checkmark to enable access for each feature. Clear the search so you can review other features before saving. Review every feature setting before saving, because these selections determine the sub-clearance's access. You can now assign the new security sub-clearance to the users who need its configured feature access. Congratulations! You've completed this tutorial for how to create custom security sub-clearances.

Video Transcript