Last updated: July 2024

Introduction to MyAdmin

MyAdmin is the primary management tool for Geotab Partners. With the MyAdmin portal, the ultimate goal is to help you deliver a seamless and positive experience to our mutual Customer, while growing our shared reputation and brand value in the marketplace. This document provides in-depth guidance on using the features and functionality of the MyAdmin portal.

We encourage you to visit our website (www.geotab.com) and our Partner administration portal (myadmin.geotab.com) regularly for updates to policies and relevant bulletins, notices, and news to help you maximize your success as a Geotab Partner.

✱ NOTE: If you are viewing the MyAdmin User Guide as a Google Doc, go to View > Show outline in the top-menu to expand the Outline and navigate between sections within the document.

Prospective Partner Expectations Guidelines

The Prospective Partner Expectations Guidelines document is intended for prospective Partners to understand Geotab’s expectations and requirements to be a Geotab Partner. The expectations focus on commitment to marketing, selling, and supporting the use of our products and services.

Policies and Procedures

The Geotab Partner Policies document outlines policies and procedures, and sets expectations, conventions, and practices, providing you, our Partner, with guidelines to enhance and clarify our working relationship.

MyAdmin Portal

As the primary management tool, MyAdmin functions as a single point of access for all order, shipment, account and device administration, and RMA-related needs. This document provides detailed information about each page and feature, as well as step-by-step guidance on using MyAdmin.

Browser requirements

MyAdmin is supported on the following browsers:

1. Mozilla Firefox — Version 76 or later
2. Microsoft Edge Chromium — Version 81.416 or later
3. Google Chrome — Version 81.0.4044 or later

Account setup

You must have a MyAdmin account to access and use the MyAdmin portal. To set up a MyAdmin account, follow these steps:

1. Navigate to the MyAdmin portal.
2. Select the Create an account link.
3. Enter the Company Name, Email Address, First name, and Last name of the user.
4. Enter a Password following the requirements listed:
5. 1. At least 12 characters
   2. At least one lower case letter
   3. At least one upper case letter
   4. At least one number
   5. At least one special symbol ($, @, etc.)
5. Choose an Account type from the dropdown menu — in this case, Reseller.

✱ NOTE: For more information about user types, refer to the User Admin section.

6. Select Register.

You are now registered with an account on MyAdmin.

Once you have registered an account, the system sends you a confirmation email prompting you to confirm your login credentials. Select Confirm Email Address in the email to confirm your login credentials.

Once you confirm your email, your account will be subject to internal approval by our Sales team. This process can take up to 24 business hours. You will receive a follow-up email once your account has been approved.

✱ NOTE: The link to confirm your email address is active for two hours after registration. If the link expires, select the Forgot password? link on the MyAdmin login page to receive another confirmation email.

! IMPORTANT: If you attempt to log in before confirming the email address, you will receive an error message prompting you to check your inbox for the account confirmation email.

Roles for user access

Roles are required to use the features and functionality available in MyAdmin. For detailed information about the required roles, refer to MyAdmin Roles.

MyAdmin Login Credentials

It is your responsibility to keep any user identification or passwords issued to you in order to access our website or other services (“Login Credentials”) safe and secure and not to disclose them to any other person, unless you want to give such a person the authority to act on your behalf. You are solely responsible for any actions taken using your Login Credentials. You must only provide your Login Credentials when logging into our website or through other automated means. For security reasons, our service representatives will never ask you for your password, and you must not disclose Login Credentials to anyone asking for it. When speaking with our representatives, they will follow other verification procedures to validate your identity.

For the safety, security, and integrity of your data, users who have not logged in to MyAdmin for more than 90 days are considered inactive and will have their accounts disabled.

To protect against unauthorized activity, accounts with 21 consecutive failed login attempts within a short period of time will be locked. After 10 minutes, you may attempt to log in again or change your password. Contact us to manually unlock your account.

Compromised Login Credentials

If you believe the security of your Login Credentials has been compromised, or you suspect unauthorized use, you must notify us immediately. You will be responsible for all changes to your account, communications, use of services, orders, transactions and charges, which are made using your Login Credentials, whether by you or anyone else, until you notify us.

Once you notify us, we will suspend your account and will make arrangements for continued use of our platform or services. If we suspect, in our reasonable opinion, fraudulent or unauthorized activity on your account, we reserve the right to terminate or suspend your access to our platform or services and any related services and will use reasonable efforts to contact you to resolve the matter.

Access databases with MyAdmin credentials

We recommend that you use MyAdmin Authentication to access the databases of our mutual Customers. The benefits of using MyAdmin Authentication include:

1. Single Access Point Authentication — Allows Partners to log in to any of their databases using a single MyAdmin account, rather than an individual account for every Customer database.
2. Accountability — Provides accounts for each user, for each database, instead of a group alias for accessing databases. This means that users and their actions can be identified through the audit log.
3. Security — Facilitates the process to remove all access for an employee who leaves the company, using a single ticket.

Partner access to databases

To ensure that your employees can access MyGeotab databases with their MyAdmin login credentials:

1. Your Customer must have Allow Partner to access this database enabled in MyGeotab. If the feature is not enabled, only the user who created the database can log in with their MyAdmin login credentials.
2. Users must have the MyGeotabAccess role in MyAdmin. To learn more, refer to MyAdmin Roles.

To enable this feature in MyGeotab, follow these steps:

1. Navigate to MyGeotab.
2. Go to System > Settings from the main menu.
3. Under the General tab, toggle Allow Partner to access this database to Yes.

4. Select Save to save your changes.

This database now allows Partner access.

! IMPORTANT: Do not set Allow Partner to access this database to Yes if it goes against the agreement you have with our mutual Customer.

Database Majority Account

For Customers who are supported by more than one Partner, a Majority Account is automatically selected for the following purposes:

1. MyGeotab Authentication — Users that belong to the Majority Account for a database must meet certain criteria to log in to the database. For more information, see the MyAdmin Login Credentials section.
2. MyGeotab Database Information — Users that belong to the Majority Account for a database can access data about that database (for example, database activity from https://myadmin.geotab.com/v1/databaseactivity).
3. Data Sharing — When a device is shared with a database, the share fee is billed to the Majority Account of that database.
4. Support Services — When a new account becomes the Majority Account for a database, the Support Services status of that database may change based on the account settings. When the Majority Account for a MyGeotab database changes, any previous configuration of the Support Services status for that database is lost.
5. Marketplace — The Marketplace solution information (for example, pricing) corresponds to the Majority Account for the database. Orders requests submitted through the Order Now program via the Marketplace are created as Planning Orders in the Majority Account for the database.

For each MyGeotab database, the account with the most devices in the database is selected as a Majority Account.

✱ NOTES:

1. The system performs a calculation to determine the Majority Account every two hours. Devices that are shared from another account are not included in the calculation.
2. If a MyGeotab database is registered by a Reseller user type, the Majority Account is associated with the account associated with that user.
3. If a MyGeotab database is registered by a non-Reseller user type, a Majority Account will not initially be set, and the user will be prevented from completing actions that require a Majority Account (for example, sharing a device to that database).
4. If multiple accounts have the same number of devices in a database, one of the accounts will be arbitrarily chosen as the Majority Account.

Overriding the Majority Account

To request a specific Majority Account for a particular MyGeotab database, contact Geotab Support. Once complete, the Majority Account calculation will not replace it.

Product Guides and Software Development Kits (SDKs)

MyGeotab Product Guide

The MyGeotab portal has an embedded Product Guide — located under Support > Get Help > Product Guide in the main navigation menu. The Product Guide provides information about MyGeotab portal as well as in-depth guidance on using MyGeotab, and includes a What’s New section that summarizes the details of each release. If Customers request a hard copy of the Product Guide, use the export option to download a PDF and print as needed.

Software Development Kit

The Software Development Kit (SDK) is available for third-party developers or Customers that want to integrate with MyGeotab and MyAdmin. The SDK is free to download and use from the Geotab Developers site.

MyGeotab SDK

The MyGeotab SDK allows you to integrate data elements with other software platforms. For technical support, submit a support ticket or post a question to the SDK Forum.

MyAdmin SDK

The MyAdmin SDK allows you to integrate with the MyAdmin system to retrieve billing and order information, post or cancel orders, as well as view device updates. For more information or questions, contact your Partner Account Managers or email integrations@geotab.com.

Test Environment

The MyAdmin test environment allows Developers and Integrators to test use case scenarios and API requests in a sandbox environment. To access the MyAdmin test environment, navigate to myadmintest.geotab.com and login, or via: https://myadminapitest.geotab.com/v2/MyAdminApi.ashx. For more information, refer to https://geotab.github.io/sdk/myadmin-sdk/guides/getting-started/#test-environment.

! IMPORTANT: The MyAdmin test environment resets on a weekly basis on Sunday, and data is not maintained.

MyAdmin menus

MyAdmin has two menus: a main navigation menu and a user settings menu. The main navigation menu allows you to navigate through the website, and the user settings menu allows you to set account preferences for a personalized MyAdmin experience.

Main menu

The main menu — located on the left side of the page — allows you to navigate MyAdmin. The main menu is divided into the following key areas to facilitate account management, as well as an option to collapse or expand the view of the menu.

1. Home — View the latest notices, alerts, and announcements.
2. Store — Browse products, place orders, or save future orders. Third-party Partners can also view, manage, and fulfill orders.
3. Devices — View device information, activation history, device timeline, device status, and installation logs.
4. Installation — Manage Installation Services and work orders, and view reports.
5. Customers — View and manage Customer information.
6. Billing — View monthly billings, product pricing, regional pricing policy, and pricing plans.
7. Alerts — View current and past service alerts.
8. Downloads — View a list of requested reports.
9. Configurations — Manage configurations, such as MyAdmin users and database activity.
10. Geotab Apps — Get quick access to Geotab apps such as MyGeotab, Marketplace, and more.
11. Support — Get quick access to support-related pages such as Helpdesk Tickets, Geotab Community, Events, and more.

✱ NOTE: For seamless navigation, you have the option to right-click a menu item to open the page in a new tab.

User Settings menu

The User Settings menu — located in the left-hand navigation (with your email address) — allows you to customize your account preferences, manage subscriptions, and update passwords.

✱ NOTE: In the classic menu, the User Settings menu is located in the banner.

To modify your personal preferences, select your first and last name in the top-right corner of the page then select one of the options from the dropdown menu: Preferences, Change Password, and Credits.

Preferences

General

On the User Preferences page, you have the option to set the user interface language, toggle email notification settings, and manage menu visibility settings. For the user interface language, MyAdmin currently supports the following languages:

1. English
2. French
3. German
4. Spanish
5. Japanese
6. Italian
7. Brazilian-Portuguese
8. Polish

User interface language settings are also available on the login page.

For menu visibility settings, select Collapsed view or Expanded view under Menu Behaviour to set the default menu view, then select Third tier panel floats, or Third tier panel expands under Menu Style to set the submenu style. Third tier panel floats displays the submenu options as a fly-out menu, and Third tier panel expands displays the submenu options under the selected menu item.

Communications

Under the Communications tab, you have the option to subscribe to email notifications to receive information related to services, systems, product issues and updates, as well as planned and unplanned maintenance events.

To sign up for notifications, use the toggles to subscribe or unsubscribe to the following:

1. Planned Maintenance — Receive notifications for planned server maintenance that may impact you and your Customer(s).
2. Unplanned Maintenance — Receive notifications for unplanned server maintenance and downtime that may impact you and your Customer(s).
3. What’s New at Geotab — Receive monthly email updates featuring What's New announcements for MyAdmin and MyGeotab.
4. Partner Alerts — Receive notifications for general Partner alerts that may impact you and your Customers.

For more information, refer to Emails by MyAdmin.

Passwords

On the Change Password page, you can change your password. Geotab does not have access to user passwords and, therefore, cannot recover passwords. If a user forgets their password, ask them to use the Forgot password? option on the login page. On the Change Password page, enter your email address, then select Change Password and follow the steps in the email to change your account password.

✱ NOTE: For security purposes, MyAdmin will lock you out for 10 minutes if you enter the incorrect password five times within 15 minutes. After 10 minutes, you will have the option to attempt logging in again. The account lockout time increases by a factor of two every time the incorrect password is entered five times within 15 minutes.

Credits

On the Credits page, you can view library credits as well as information about licenses for third-party libraries used in MyAdmin.

Home

The Home menu item navigates directly to the Home page. The Home page in MyAdmin functions as the main communication center for the latest notices and alerts, and displays a dashboard that illustrates database utilization and new activations.

Dashboard

The Dashboard area on the home page provides an overview of Partner updates. The following are default widgets:

What’s New in MyAdmin

The What’s New in MyAdmin widget displays a summary of the most recent What’s New announcement. Select Learn more to open the full What’s New announcement.

Active Alerts

The Active Alerts widget displays important notices and bulletins regarding Geotab devices or business. The red alerts indicate high-priority alerts, while the yellow alerts indicate warnings. Select View Alert to view more details about a specific alert.

Select View more to go to the Alerts page to view previous alerts from a specific date.

Pilot Requests

The Pilot Requests widget allows users to apply for a pilot concession. Geotab assists Partners in the pilot process with technical help and support, as well as device or plan concessions. Pilot programs generally increase the success of closing business. Select Pilot Signup to apply for a pilot concession.

To initiate a pilot, please follow the instructions and rules defined in the Pilot Program Process. If the project fits the criteria of the pilot program, the Sales team automatically approves the pilot and no further action by the Partner is required.

Events

The Events widget displays a list of past and upcoming events. Select View more to go to the Events page to view additional information and past events.

Store

The Store classic menu item navigates directly to the MyAdmin Store. The Store page displays a list of Geotab products available for ordering through MyAdmin, organized by category. This page also displays promoted products at the top of the page, as well as product availability — indicated by Limited Stock or Out of Stock labels.

! IMPORTANT: You must have the required roles to use the MyAdmin Store. To learn more, refer to the Roles for user access section.

Browse products

The Store page lists products by product code, and each product listing card contains a short product description as well as the price. To browse products, use the Search bar to search for specific products, or select one of the following product categories from the menu:

1. All Products
2. Popular Products
3. My Recently Ordered Products
4. Services
5. IOX
6. Harnesses and Adapters
7. Hardware Accessories
8. GO Vehicle Kits and GO Devices
9. GO Key and Driver Tags
10. Geotab Marketing Material
11. Beta Products

✱ NOTE: The Store does not support the ability to add custom products that are not already included under your account.

Beta Hardware Agreement

Geotab occasionally offers beta hardware products for purchasing on the Products page (Store > Products). These products are our latest innovations, and currently in late stage testing. These products will have a Beta tag next to the product name.

Each time a Beta hardware product is in your cart at checkout, you will be prompted to sign a Beta Hardware agreement when you select Proceed to checkout. You must accept the terms and conditions in the Beta Hardware Agreement before you can purchase these products.

View your cart

To view your shopping cart, select View cart on the Store page or select the cart icon — located next to your first and last name in the banner. The number on the cart icon in the banner indicates the number of unique products in your cart, and not the total quantity of items. The Cart page displays an interactive list of products currently in your cart, and provides the following information:

1. Product — Displays the image and product code of the selected product.
2. Price — Displays the individual price of the product.
3. Quantity — Displays the order quantity for the product as well as the option to modify the quantity.
4. Subtotal — Displays the total cost of the product based on the quantity of items you plan to order.

Placing an order

The checkout process has the following steps:

1. Order information
2. Shipping information
3. Configure products (IOX-KEYBOX only)
4. Product information
5. Services (Installation Services only)
6. Vehicle information (Installation Services only)
7. Complete order

Add products to your cart and review your order

1. Navigate to Store > Products from the main menu.

✱ NOTE: In the classic menu, navigate to Store from the main menu.

2. Browse for products using the product categories menu or using the Search bar.

✱ NOTE: For more information on browsing for products, refer to Browse products.

3. Add the product to your cart using one of the following options:
4. 1. On the product card, select the quantity, then the cart icon.

   ✱ NOTE: To view more information about a product, select View details on the product card.

1. On the product page, select the quantity, then Add to cart.

✱ NOTE: To view additional documentation for a product, select More product info on the product page. This is only available to select products.

4. Select View cart on the Store page, or the cart icon (next to your first and last name) to view your shopping cart.

✱ NOTE: The number on the cart icon in the banner indicates the number of unique products in your cart, and not the total quantity of items.

5. Optional — Review and modify products in your cart as needed:
6. 1. Change the number under Quantity to modify the quantity of your products.
   2. Select Remove under the product name to remove a product.
   3. Select Clear cart to remove all products from your cart.
6. Select Proceed to checkout to begin the checkout process.

The Checkout page is displayed.

Complete your order and shipping information

1. Fill in the required information under Order information on the Checkout page, then select Next.
2. 1. PO number — Enter a valid and unique purchase order (PO) number. If the PO number is valid and unique, a Success message is displayed, and the Next button is enabled.

   ! IMPORTANT: The PO number must not exceed 50 characters.

   2. My reference — Enter any information you can use to identify an order (for example, locations, Customer name, and more).
   3. GO Device Plan — Select a Rate Plan (Base, Regulatory, Pro, ProPlus, or other plans as they are introduced). All devices in a single order are also on the same plan.
   4. Schedule shipping— Schedule a shipment for a later time by selecting a future date for delivery. For immediate shipment (within 7 days), leave this field blank.
   5. 1. Managing account — Select the account that should be billed for monthly subscription fees.

      ! IMPORTANT: This field is only visible to Upfitters*.

   5. General comments for packing slip — Add comments for the Sales team, especially if you are ordering something that is not in the price list (for example, Beta products).
   6. Order comments — Displays comments from the Customer about the order for Partners.
   7. Add cc email address — Copy an additional email recipient on shipping confirmation emails. Enter the email address then select the plus button, and repeat for each additional email address. For more information about email notifications, refer to Emails by MyAdmin.

   * An Upfitter is a Certified Geotab® Installer who places orders on your behalf, and installs devices and accessories for Customers.

2. Select the shipping address and assign devices to your Customer by using the Select button next to Select shipping address and Assign devices to customer.
3. 1. Use the Select button to choose the Local Pickup Only option to pick up the order from the Oakville or Las Vegas warehouse, or use the Search bar to narrow the list of addresses and select an address for delivery from the list.
   2. To assign the devices, use the Select button then toggle on Same as shipping address contact to copy the contact information from the Select shipping address area, and assign the device(s) to the same Customer that will receive the shipment.

   ✱ NOTE: When Local Pickup Only is selected, the Same as shipping address contact toggle is grayed out and unavailable. All addresses are validated when a contact is created. Orders with invalid addresses cannot be processed.

   ! IMPORTANT: MyAdmin validates any sanctions violations after the contacts are selected in the Select shipping address and Assign devices to customer section. If you select a contact in a sanctioned region and try to proceed to the next page, you will receive an error message.

3. Select Next.

The Configure products or Product information step of the Checkout page is displayed.

Additional information — Configure products

✱ NOTE: The Configure products step is only displayed when purchasing products that require configuration (Product Attributes), such as the IOX-KEYBOX.

1. Select the preferred options under Configure products for the associated products.
2. Select the plus button to add more Product Attributes, or the delete button to remove them.

When all required Product Attributes are added, a checkmark is displayed next to the associated products.


3. Select Next.

The Product information step of the Checkout page is displayed.

Additional information — Product information

1. Optional — Under Product information, edit your cart or make modifications to your order:
2. 1. In the Hardware promo code and/or Rate Plan code field, enter an applicable code
   2. Select Edit cart to add or modify the products in your cart
2. Select a shipping method from the Shipping Fee dropdown.

! IMPORTANT: Refer to Shipping fees for more information on shipping fees for the destination country.

3. Select Next.

If you have Installation Services in your cart, proceed to Additional information — Installation Services only. The Services step of the Checkout page is displayed.

If you do not have any Installation Services in your cart, proceed to Complete your order. The Complete order step of the Checkout page is displayed.

Additional information — Installation Services only

✱ NOTE: The Services and Vehicle information step is only displayed when purchasing Installation Services.

1. Under Installation Services Address, select one of the following toggles:
2. 1. Toggle Yes to use the shipping contact information from step 2 under Complete your order and shipping information as the Installation address.
   2. Toggle No to use another address for the Installation address. Use the Search bar to locate and select an alternative contact to use as the Installation address.
2. Select an option from the Vehicle availability window dropdown to indicate when the asset is available to be serviced.
3. Select Next.

The Vehicle information step of the Checkout page is displayed.

✱ NOTE: On the Vehicle information step, you will not be able to proceed to the next step until all vehicles — outlined in red and labeled mandatory — have the required fields populated.

4. Under Vehicle Information, enter the Make, Model, Year, VIN, and Vehicle Name of the vehicle then select the plus icon button, and repeat for each additional vehicle.

✱ NOTE: If there are multiple installation services products in your order, the Vehicle information step organizes the installation services by product code in separate sections, so you can enter vehicle information in bulk. When there are more than 20 installation services or keyless products in the order, the Vehicle information step prompts you to upload a CSV file that includes the required vehicle information.

5. Select Next.

The Complete Order step of the Checkout page is displayed.

Complete your order

1. Review the Important Notes section.
2. Select one of the following options to complete, save, or cancel the order:

1. Place order — Places the order and the fulfillment teams begin processing the order. If an error message is displayed at this step, contact Geotab Support for more information.
2. Save order for later — Saves the order to place at a later time. Saved orders are only visible to you. To ensure product availability, notify your Partner Account Manager of any planning orders.
3. Cancel order — Removes the order from the system. You can also abort the order by closing your browser tab.

! IMPORTANT: For orders that include Installation Services, the checkout process includes an additional step and the Complete order step includes the following statement to encourage the user to review the Terms and Conditions for Installation Services: “By placing the order, I agree to be bound to the Terms and Conditions set out in the Installation Services Partner Guide, including, but not limited to, those related to limitations and additional fees.” For more information about Installation Services, refer to the Installation Services Partner Guide.

Shipping fees

Shipping fees for the European Union, the U.K., Brazil, Canada, and the U.S.

If you have selected a shipping address within the European Union, the U.K., Canada, or the U.S., you can select a preferred shipping option. Currently, there are two options for shipping: Standard and Priority.

1. Standard ground shipping is available with one of the carriers (for example, DHL, FedEx, or UPS) chosen by Geotab at a flat rate per order (as listed in MyAdmin) — regardless of the value of the invoiced goods. Geotab reserves the right to choose the carrier for shipping.
2. Priority shipping is available as a two-day service for a flat rate per order (as listed in MyAdmin). Contact geoorders@geotab.com to confirm product availability prior to ordering with priority shipping. Standard processing times apply. Geotab reserves the right to choose the carrier for shipping.

✱ NOTE: Overnight shipping is not available.

The indicated cost of shipping is one charge per order, regardless of the quantity and number of shipments. This charge includes picking, packing, shipping, and any applicable customs charges. Due to the automated nature of our shipping process, separate orders cannot be combined into a single shipment. If you would like the products shipped together, place a single order.

Shipping fees for other countries

If you have selected a shipping address outside the European Union, the U.K., Canada, and the U.S., you cannot select a preferred shipping option and the actual cost of shipping is applied. Due to the automated nature of our shipping process, separate international orders cannot be combined into a single shipment. If you would like the products shipped together, place a single order. For more information on shipping details and tracking numbers, refer to the Order Details section.

Order confirmation

You will receive an order confirmation email after placing an order through the MyAdmin portal. If the order is incomplete, Geotab will contact you for more information. For Ship Location, the email displays the shipping address if the order is being shipped, and Local Pickup if the order is being picked up at a warehouse. For more information about email notifications, refer to Emails by MyAdmin.

Orders

The Orders classic menu item opens a submenu, allowing you to navigate to the Order Management page.

Order Management

! IMPORTANT: You must have the required roles to use the Order Management page. To learn more, refer to the Roles for user access section.

The Order Management page functions as a single point of access for all order-related tasks, including viewing detailed order information, releasing and placing orders saved through the MyAdmin Store, and approving or canceling order requests submitted by Customers through the MyGeotab Marketplace for Order Now-enabled products.

The Order Management page does not display a list of orders by default. To view a list of orders, use the following filter options to narrow the results, then select Search:

1. Account — View orders saved and placed under a specific account.
2. Date range — View orders that were placed within the specified date range.
3. PO number — View orders with the specified Purchase Order number, provided by the Partner at the time of checkout.
4. My reference — View orders based on the Partner-provided information that is used to identify the order.
5. Order status — View orders based on the current status: (Planning order, Pending acceptance, Backordered, Ordered, Partially shipped, Shipped, and Canceled) or select Clear all to clear the previously selected order status filter options.
6. Company — View orders that are assigned to or shipped to a specific contact’s company.

✱ NOTE: If an order status filter is not selected, the table displays a list of all the orders placed under the specified account and date range.

Once you select Search with the required filters, the page refreshes to display a table with the following information. Use Customize view to select which columns are displayed in the table. The customized table becomes the default for the Order Management page until you use Customize view again to reconfigure the columns.

1. PO number — Displays the purchase order number.
2. Current status — Displays the current status of the order. There are seven order statuses:
3. 1. Planning order — The order was saved to place at a later time, or indicates the order is an order request submitted by a Customer from the Geotab Marketplace.
   2. Pending acceptance — The order has not yet been accepted by Geotab. Orders pending acceptance that have not entered the Ordered status cannot be canceled after 60 days of placement via MyAdmin. If you would like to cancel an order older than 60 days, please submit a Helpdesk ticket.
   3. Backordered — Geotab does not have stock of the requested products. When stock is available, Geotab will process the order and change the order status to Ordered.
   4. Ordered — The order has been accepted, and the Last Expected Shipping column under the Shipping tab in the expanded order details view is populated.
   5. Partially shipped — The order has shipped with only some requested products. The remaining products will be shipped in another order.
   6. Shipped — The order has shipped with all the requested products.
   7. Canceled — The order has been canceled. Once the order has been canceled, the order cannot be resumed or approved.
3. Order source — Displays the origin of the order (Store, Bulk, MyAdmin (Legacy), API, or Order Now request).

✱ NOTE: All orders placed through Store or Bulk prior to May 4, 2024, will display MyAdmin (Legacy).

4. Placed by — Displays the email address of the contact who placed the order.
5. Shipping address — Displays the shipping address for the order delivery.
6. Order date — Displays the date the order was placed.
7. My reference — Displays Partner-provided information used to identify an order.
8. Order total — Displays the total cost of the order and the currency of the order purchase.

1. Order number — Displays the order number assigned by Geotab once the order has been approved.
2. Assigned address — Displays the address of the Customer to whom the devices are assigned.
3. Shipping date — Displays the date the order shipped.
4. Tracking number — Displays the tracking number to track the order shipment.
5. General comments for packing slip — Displays any additional comments entered during the checkout process. These comments are also displayed on the packing slip.
6. Cc email addresses list — Displays additional email addresses that receive order and shipping updates.
7. Cancellation reason — Displays the reason the order is canceled, if applicable.
8. Quantity— Displays the quantity of items in the order.
9. Shipping ID — Displays the identification number associated with the order.
10. Schedule shipping — Displays the shipping date of a scheduled order. If the order is set to ship immediately (within 7 days), Not available is displayed.
11. Last expected shipping date — Displays the expected shipping date of an order.

Additional order information

To view additional information about a specific order, double-click an order from the list. The page refreshes to display a list of orders on the left and detailed information about the selected order on the right, organized into tabs.

Order Details

The Order Details tab provides the following information:

1. Account — Displays the account associated with the order.
2. Managing account — Displays the Account number for which the Upfitter placed an order, if applicable.

✱ NOTE: This field is only visible for Upfitters.

3. PO number — Displays the purchase order number associated with the order.
4. My reference — Displays Partner-provided information used to identify an order.
5. Device Plan — Displays the Device Plan assigned to the device(s) (for telematics devices only).
6. Order number — Displays the order number assigned by Geotab once the order has been approved.
7. Order source — Displays where the order was placed.
8. Hardware promo code — Displays the Hardware promo code applied to the order during the checkout process.
9. Rate Plan code — Displays the promo code used for a monthly Rate Plan code subscription.
10. General comments for packing slip — Displays any additional comments entered during the checkout process. These comments are also displayed on the packing slip.
11. Order comments — Displays comments from the Customer about the order for Partners.

The tab also displays a table to provide additional information:

1. Product code — Displays the alphanumeric code used to identify the product.
2. Device Plan — Displays the Device Plan assigned to the device(s).
3. Quantity — Displays the number of items for each product in the order.
4. Cost per unit — Displays the cost of a single item.
5. Total — Displays the total cost of the items in the order (for each product).
6. Status — Displays one of the following statuses for each item in the order:
7. 1. Legacy — Item status is unavailable because the associated order was processed prior to the release of this update.
   2. Not Available — Item status is not available yet.
   3. Open Order — Item status when an order has been received, but has not yet been approved by Geotab.
   4. Shipped — Item status when a packing slip has been created. The order is shipped within one to three business days following the creation of the packing slip.
   5. Invoiced — Item status when an invoice has been created.
   6. Canceled — Item was canceled.
7. Subtotal — Displays the total cost of the order (before shipping).
8. Shipping Costs — Displays the cost for shipping the order.
9. Order Total — Displays the total cost of the order, including shipping.

✱ NOTE: Select Download in Order Details to download a CSV report of products in a specific order.

Shipping

The Shipping tab provides the following information:

1. Shipping address — Displays the address where the delivery is sent.
2. Assigned address — Displays the address of the contact to whom the devices are assigned.
3. Schedule shipping — Displays the shipping date of a scheduled order. If the order is set to ship immediately (within 7 days), Not available is displayed.
4. Last expected shipping date — Displays the expected shipping date once available. Once the order has shipped, the field is updated to display “Shipped.” For more details on the exact date of shipping, refer to the Shipping date column.

The tab also displays a table to provide additional information:

5. Product code — Displays the alphanumeric code used to identify the product.
6. Quantity — Displays the number of items for each product in the order.
7. Shipment number — Displays the alphanumeric code used to identify a shipment.
8. Tracking number — Displays the courier-generated tracking number used to track an order.
9. Shipping date — Displays the date the shipment is expected to ship.
10. Shipping option — Displays the shipping option selected during the checkout process.

Installation Services

The Installation Services tab provides the following information:

1. Installation type — Displays the type of installation.
2. Vehicle availability window — Displays the time period for when the vehicle is available for installation.
3. Installation order number — Displays the sales order number created for installation service(s).
4. Installation address — Displays the selected installation address for the installation order.
5. Installation comments — Displays comments entered during the installation verification process.
6. Additional charges order number — Displays the sales order number created for additional service(s) added during installation.

The tab also displays a table to provide additional information:

7. VIN — Displays the vehicle identification number associated with the vehicle.
8. Make — Displays the make of the vehicle.
9. Model — Displays the model of the vehicle.
10. Year — Displays the year the vehicle was manufactured.
11. Product code — Displays the alphanumeric code used to identify the product.
12. Vehicle name — Displays the vehicle name entered during the checkout process.

Keyless Details

The Keyless Details tab displays a table with the following information:

1. Product code — Displays the alphanumeric code used to identify the product.
2. QR code — Displays the barcode associated with the product.
3. VIN — Displays the vehicle identification number associated with the vehicle.
4. Make — Displays the make of the vehicle.
5. Model — Displays the model of the vehicle.
6. Year — Displays the year the vehicle was manufactured.

Device Assignments

The Device Assignments tab displays a table with the following information:

7. Serial number — Displays the serial number associated with the device.
8. Product code — Displays the alphanumeric code used to identify the product.
9. Customer — Displays the information for the customer receiving the shipment.
10. SIM number — Displays the SIM number associated with the device.

1. IMEI — Displays the unique identifier associated with the device.

The Device Assignments tab also includes the following features:

1. Search serial numbers — Use the Device serial number field to search for serial numbers in the table.
2. Download CSV — Select Download to export information from the table into a CSV file.
3. Copy serial numbers — Select the copy icon to copy the list of the serial numbers to your clipboard.

Key Tags

The Key Tags tab displays a table with the following information:

1. Bag Number(s) — Displays the numeric code of the bag.
2. Assigned Serial Numbers — Lists the serial number for each key tag in the bag. Each bag has 20 keys.

RMA Details

The RMA Details tab provides the following information:

3. RMA number — Displays the RMA number.
4. Case number — Displays the Support ticket number, submitted when requesting an RMA.
5. Account — Displays the account associated with the RMA.
6. Requester — Displays the name of the user that submitted the RMA request.
7. RMA type — Displays the RMA type.
8. Reseller reference — Displays Partner-provided information used to identify an RMA.
9. Issue date — Displays the date the RMA request was submitted.
10. Shipping address — Displays the shipping address for the replacement product shipment.
11. Comments — Displays any additional comments entered during the RMA request process.
12. Device RMAs — Displays the serial number for the device in the RMA.

The Order Management page is a holding place for orders saved through the MyAdmin Store and order requests submitted by the Customer through the MyGeotab Marketplace. The following sections outline the steps to release or cancel saved orders, as well as managing order requests for Order Now products.

Resuming a planning order

Use Resume order to release and place orders saved during the checkout process of the MyAdmin Store. Planning orders are not used for forecasting and are not actionable by the fulfillment teams.

To resume and place a saved order, follow these steps:

1. Navigate to Store > Orders & Returns > Order Management from the main menu.

✱ NOTE: In the classic menu, navigate to Orders > Order Management from the main menu.

2. Use the filter options, as required, to narrow the search results, then select Search.
3. From the list, double-click or double-tap to select an order.

The page refreshes to display a list of orders on the left and detailed information about the selected order on the right.

4. Review the order details, then select Resume order.
5. In the popup window, select Go to Cart.

The system redirects to the Cart page.

6. Review the order details and, if needed, modify the order using the following options:
7. 1. Add Product(s) — To add a product from the MyAdmin Store to the order, select Return to Store. In the MyAdmin Store, add product(s) to the cart, then select View cart button.
   2. Remove Product(s) — To remove a product from the order, select Remove.
   3. Start New Order — To create and place a new order, separate from the existing planning order, select Start New Order. In the New Order Confirmation window, select Clear cart to add different products or Keep item(s) in cart, then select Accept. Any updates made to the existing planning order will be discarded.
7. Select Proceed to checkout.
8. On the Checkout page, provide the necessary order, shipping, and product information. For detailed steps to place an order, please refer to the Placing an order section.
9. Once complete, select Place order to place the order.

Canceling an order

Select Cancel order to cancel orders that have not yet been accepted and processed.

To cancel an order, follow these steps:

1. Navigate to Store > Orders & Returns > Order Management from the main menu.

✱ NOTE: In the classic menu, navigate to Orders > Order Management from the main menu.

2. Use the filter options, as required, to narrow the search results, then select Search.
3. From the list, double-click or double-tap to select an order.

The page refreshes to display a list of orders on the left and detailed order information about the selected order on the right.

4. Select Cancel order.
5. In the popup window, provide a reason for cancellation, then select Cancel order.

The system confirms the order has been canceled.

The order cancellation reason is displayed on the Order History page in the Geotab Marketplace. Additionally, the user that placed the order receives an email that includes the name of the user who canceled the order, as well as the reason for order cancellation.

✱ NOTE: Orders that include custom SKU products cannot be canceled without approval. To obtain approval and cancel orders with custom SKU products, submit a Support ticket through the Helpdesk page.

Manage Order Now requests

Select Resume order on the Order Management page to approve order requests submitted by Customers for Order Now products through the MyGeotab Marketplace. For more detailed information about the Order Now program, refer to the Geotab Marketplace Order Now Partner Guide.

After a Customer submits an order request for any Geotab product or an Order Now product, the system sends you a notification email. From the email, select the View Order Status link to manage the order request(s). The link redirects to the Order Management page in MyAdmin.

The following sections outline the steps to approve or cancel an order request.

Approving order requests

To approve an order request and place an order, follow these steps:

1. In the notification email from MyAdmin, select the View Order Status link.

The link redirects to the Order Management page in MyAdmin and displays the order details.

2. Review the order details, then select Resume order.
3. In the popup window, select Go to Cart.

The system redirects to the Cart page.

4. Review the order, add or remove order items, and adjust the quantity of items as needed.
5. 1. Add Product(s) — To add a product from the MyAdmin Store to the order, select Return to Store. In the MyAdmin Store, add product(s) to the cart, then select View cart.
   2. Remove Product(s) — To remove a product from the order, select Remove below the product SKU. In the confirmation popup window, select Remove Solution to confirm the changes.

   ✱ NOTE: Only products from the MyAdmin Store can be added or re-added to an order request. If you remove a Marketplace solution, you cannot add it back to the order through MyAdmin. If the Marketplace solution was removed by mistake, ask the Customer to submit a new order request.

5. Select Proceed to checkout.
6. On the Checkout page, provide the necessary order, shipping, and product information. For detailed steps to place an order, refer to the Placing an order section.
7. Once complete, select Place order.

The system confirms the order has been placed.

Canceling order requests

To reject and cancel an order request, follow these steps:

1. In the notification email from MyAdmin, select the View Order Status link.

The link redirects to the Order Management page in MyAdmin and displays the order details.

2. Review the order details, then select Cancel order.
3. In the popup window, select Cancel Order to confirm and provide a reason for cancellation.

The system confirms the order has been canceled.

The order cancellation reason is displayed on the Order Details page in the MyGeotab Marketplace. Additionally, the user that placed the order receives an email that includes the name of the user who canceled the order, as well as the reason for order cancellation.

Submitting support tickets for an order

Select Submit support ticket on the Order Management page to submit a support ticket for orders with the Ordered, Partially shipped, and Shipped order statuses.

To submit a support ticket for an order, follow these steps:

1. Navigate to Store > Orders & Returns > Order Management from the main menu.

✱ NOTE: In the classic menu, navigate to Orders > Order Management from the main menu.

2. Double-click or double-tap to select an order from the list.
3. Review the order details and ensure the order has one of the following statuses: Ordered, Partially shipped, or Shipped.
4. Select Submit support ticket.

The page redirects to the Helpdesk page. For more detailed information on how to submit a support ticket, please refer to the Helpdesk section.

Devices

The Devices classic menu item opens a submenu, allowing you to navigate to pages related to device administration, activation history and logs, SIM management, Data Sharing, and more.

! IMPORTANT: You must have the required roles to use the device-related pages. To learn more, refer to the Roles for user access section.

Device Management

! IMPORTANT: You must have the required roles to use the Device Management page. To learn more, refer to the Roles for user access section.

The Device Management page functions as a single point of access for all device administration-related tasks, including managing device information, changing Rate Plans, registering third-party devices, viewing device installation history, reviewing audit logs, and more.

Search for devices

To refine the list of devices, use the following filter options to narrow the results:

1. Account — View devices under a specific account.
2. Serial number — View a list of devices with the specified serial numbers. Enter one or multiple search entries in the filter dropdown.
3. Hardware ID — Find specific devices with the associated hardware identification. Enter one or multiple search entries in the filter dropdown.

✱ NOTE: This cannot be used when the Serial number filter is in use.

4. Customer — View a list of devices assigned to a specific Customer. For more information on how to assign a device to a Customer, refer to Assigning a device or changing device ownership.
5. Device status — View a list of devices based on the selected Rate Plan:
6. 1. All Rate Plans: Includes all devices in the system.
   2. No Rate Plans assigned: Includes devices that haven’t been activated yet or were left unassigned at the time of purchase.
   3. Non-terminated devices only: Includes all devices that have not been terminated.
   4. ProPlus Mode: Includes devices on the ProPlus Rate Plan.
   5. Pro Mode: Includes devices on the Pro Rate Plan.
   6. Regulatory Mode: Includes devices on the Regulatory Rate Plan.
   7. Base Mode: Includes devices on the Base Rate Plan.
   8. Suspend Mode: Includes devices that have been suspended.
   9. Terminate Mode: Includes devices that have been terminated.
6. Primary database — View a list of devices owned by a specific primary database.

Additional filtering options are also available by selecting More filters:

1. VIN — View a list of devices with the specified VINs in the table. Enter one or multiple search entries in the filter dropdown.
2. SIM — View a list of devices with the specified SIM number(s) in the table. Enter up to 2000 SIM numbers in the filter dropdown.

✱ NOTE: SIM numbers are unique device identifiers assigned to a specific device, and are 18-22 digits.

3. IMEI — View a list of devices with the specified IMEI number(s) in the table. Enter up to 2000 IMEI numbers in the filter dropdown.

✱ NOTE: IMEI numbers are unique device identifiers used by carriers and manufacturers to identify specific devices. Without the identifiers, devices cannot connect to a network. IMEI numbers are used by carriers that support GSM, UMTS, and LTE wireless technology, and are 14-16 digits.

4. Only show unactivated devices — View a list of devices that have not yet been activated on the account or within a specific Customer account (using the Customer filter), and are not currently billed.

✱ NOTE: Geotab advises Partners to investigate inactive devices to determine if they should be terminated, returned, or activated by the Customer.

5. Only show unregistered devices — View a list of devices that have not yet been added to the MyGeotab database.
6. Rate Plan code — View a list of devices associated with a specific Rate Plan code.
7. Days since last communication — View a list of devices that have not communicated for a certain number of days to identify assets that may need attention and resolve potential issues. Select the Never communicated option to search for devices that have never communicated.

✱ NOTE: Device communication information is only available in the Device Management report — exported as a CSV file from the Device Management page.

8. Product code — View a list of devices by GO device version number (for example, GO8, GO9, and so on).
9. Purchase order — View a list of devices associated with a specific Purchase Order (PO) number.
10. Partner Customer ID — View a list of devices associated with a specific Partner Customer ID.
11. Comments — View a list of devices that have the specified keywords in the Comments field.

View device information

Using filter options will update the page in real-time and display a table with the following information.

✱ NOTE: Use Customize view to select which columns are displayed in the table. The customized table becomes the default for the Device Management page until you use Customize view again to reconfigure the columns.

1. Device — Displays the device serial number.
2. Customer — Displays the Customer’s company and contact name.
3. Account — Displays the account that owns the device.
4. Active billing — Indicates the device billing status. Each status has a corresponding color code:
5. 1. White: Never activated and not yet billing.
   2. Green: Active and billing (for any Rate Plan).
   3. Orange: Services only (the primary telematics Rate Plan is terminated, but the secondary service plans are still active).
   4. Red: Billing terminated.
   5. Grey: Billing suspended.
5. Billing start date — Displays the date that the device was auto-activated, installed, or transferred from another Partner.

✱ NOTE: Device plan changes will not impact this date.

For devices shipped prior to August 26, 2023, Not Available will always be displayed.

6. Auto-activated — Displays one of the following values:
7. 1. Yes — The device was automatically activated by Geotab.
   2. No — The device was activated by installation.
   3. Not Available — The device has been shipped, but has not been installed, or auto-activated.

   ✱ NOTE: For devices shipped prior to August 26, 2023, Not Available will always be displayed.

7. Warranty status — Displays the status of the device warranty.
8. VIN — Displays the associated VIN number.
9. Product code — Displays the SKU code used to identify the product.
10. First connect date — Displays the date the device communicated for the first time.
11. Pending changes — Displays Rate Plan change requests that have been made to the device contract, which creates a Device Contract Auto Request, as well as future device activation and termination dates (including Proactive RMAs). If there are no pending Rate Plan changes, the column remains blank.
12. Primary database — Displays the MyGeotab database linked or associated with the device.

✱ NOTE: Only one primary database can be associated with any device.

13. Shared database(s) — Displays the MyGeotab database that is receiving telematics data shared by a Primary database.
14. Rate Plan code — Displays the Rate Plan promo code applied to the device.
15. Rate Plan code expiration date — Displays the date the Rate Plan promo code expires.
16. Client GUID — Displays the Global Unique Identifier (GUID) for the primary database.
17. Termination date — Displays the date the device was terminated.
18. Date added to database — Displays the date the device was added to the MyGeotab database.
19. SIM card — Displays the SIM card number assigned to each device. Geotab receives information about the SIM card status from carriers. Each status has a corresponding color code:
20. 1. Green: The SIM card is active.
    2. Red: The SIM card is inactive due to termination or suspension.
    3. Yellow: The SIM card status is unknown.
    4. White: No SIM card is detected.
20. SIM type — Displays the type of SIM that the device is using:
21. 1. eSIM – Embedded SIM in the device
    2. Sim – Physical SIM card in the device
21. Comment(s) — Displays comments or additional information about the device. Comments can be added or edited in the side panel for devices.
22. IMEI — Displays unique device identifiers used by carriers and manufacturers to identify specific devices.

✱ NOTE: Although devices can share the same brand and model, no two identifiers are the same. Without the identifiers, devices cannot connect to a network and, in the event of a lost or stolen unit, service providers often block the IMEI and MEID first. Whether a device uses IMEI or MEID depends on the type of wireless technology supported by the carrier.

23. 1. IMEI numbers are used by carriers that support GSM, UMTS, and LTE wireless technology, and are 14-16 digits.
    2. Mobile Equipment Identifier (MEID) is used by carriers that support legacy CDMA wireless technology, and uses hexadecimal digits.
23. Current firmware version — Displays the firmware version currently on the device.
24. Pending firmware version — Displays whether there is a pending request to update the firmware on the device.
25. Firmware channel — Displays the firmware channel to which the device is subscribed.
26. Assigned PO — Displays the Purchase Order (PO) number, assigned at the time of purchase or when registering third-party devices.
27. Assignment date — Displays the date the device was assigned to a customer and/or the start date of the device contract. If the device is transferred, the Assignment Date reflects the date of the transfer.
28. Reseller Customer ID — Displays the unique identifier or account number Partners use for their Customers.
29. Contract start date — Displays the date the device contract starts, which reflects the same date as Billing Start Date, unless a device was transferred from another ERP. If a device is not on a contract, the column remains blank.
30. Contract end date — Displays the date the device contract ends. If the device is not on a contract, the column remains blank.
31. Disabled services — Displays the parameters that are disabled for the device.
32. Connected peripherals — Displays additional billable services (harnesses or IOX devices) used in combination with the GO device.
33. Last connect date — Displays the date the device last communicated.
34. Last known SIM card — Displays the SIM number to which the device was last assigned.

Additional device information

To view additional information about a specific device, select the device serial number. The page refreshes to display a list of devices on the left and detailed information about the selected device on the right, organized into tabs.

Details

The Details tab provides the following information:

1. Status — Displays the device’s current billing status:
2. 1. White: Never activated and not yet billing.
   2. Green: Active and billing (for any Rate Plan).
   3. Orange: Services only (the primary telematics Rate Plan is terminated, but the secondary service plans are still active).
   4. Red: Billing terminated.
   5. Grey: Billing suspended.
2. Last GPS Record — Displays when the last valid GPS record occurred.
3. Last Engine Record — Displays when the last engine record occurred.
4. Last Device Communication — Displays when the device last communicated.

Device Details

The Device Details section provides the same details as the Device Management table. For more information, refer to View device information.

Timeline

The Timeline tab allows you to view a list of activities for the device. Use the Activity filter dropdown to select the type of events you want to view.

1. None — Displays all events for this device.
2. Audit Device Log - Displays logs received from devices.
3. Audit Log - Displays changes made from the MyAdmin UI (gateway related).
4. Contract Billing - Displays billing charges and records.
5. Device Admin Request Processed - Displays device changes completed from MyAdmin such as changes to customer, database, and comments.

✱ NOTE: Errors with processing these changes will also be displayed.

6. Device Admin Request Submitted - Displays device changes completed from Myadmin such as changes to customer, database, comments. Changes that are not processed yet will display in this filter.
7. Device Allocation - Displays records when a device was assigned to an Account.
8. Device Contract - Displays records for when a contract was created.
9. Device Plan Change - Displays device plan change records.
10. Device RMA - Displays records relating to a device in RMA.
11. Device Termination - Displays records for device termination.
12. Last Device Communication - Displays records showing when a device most recently communicated.

The table displays the following information based on the selected Activity filter:

1. Activity — Displays the name of the event.
2. Status — Displays the type of event that occurs to the device (ActivationEvent or SingleEvent).
3. Owner — Displays the account that owns the device, and is only populated if a device change impacts the Account ownership.
4. Date — Displays the date the event occurred.
5. Trigger — Displays the email address of the person that triggered the event.

Submitting an RMA via Device Management

RMAs can be initiated by Geotab when we detect failed or failing devices, as well as when we identify devices impacted by impending wireless network sunsets. Partners may request an RMA for performance failures, investigation, or sales-related purposes.

For more information about RMA types, refer to RMA types.

! IMPORTANT: When editing a device, you must save your changes before switching to another tab.

To submit an RMA for performance failures, investigation, or sales-related purposes, follow these steps:

1. Navigate to Devices > Device Management from the main menu.
2. Use the filter options, as required, to narrow the search results.

The table displays search results in real-time.

3. Select a device serial number to edit the device information.

The page refreshes to display detailed information about the device.

4. Under Details tab, select Submit for RMA.
5. The New RMA Request page is displayed.

Refer to New RMA request to complete the RMA request.

Assigning a device or changing device ownership

If you have a Customer that is no longer using a device, and you want to transfer that device to another Customer, you can change the device ownership.

! IMPORTANT: When editing a device, you must save your changes before switching to another tab.

To assign a device or change the ownership of this device to another Customer, follow these steps:

1. Navigate to Devices > Device Management from the main menu.
2. Use the filter options, as required, to narrow the search results.

The table displays search results in real-time.

3. Select a device serial number to edit the device information.

The page refreshes to display detailed information about the device.

4. Under the Details tab, use Select to choose the Customer who will be assigned this device.

The Select Customer popup is displayed.

5. Use Select to confirm your Customer selection.
6. Enter the Primary database and Shared database(s) name, then select Save.

You have successfully changed the ownership of this device.

Registering a third-party device

To register a third-party device, follow these steps:

1. Navigate to Devices > Device Management from the main menu.
2. Select Register third-party device.

The Register Third-Party Device popup is displayed.

3. Use Select to choose the Customer who will be assigned this device.
4. Enter the number of third-party devices that will be assigned.
5. Use the Product Code dropdown to select the third-party device you want to register.
6. If applicable, enter a Promo Code and PO number, then select Register.

You have successfully registered a third-party device.

About Rate Plans

You can switch devices between Rate Plans, or indicate the Rate Plan for a device is suspended or terminated. You have the option to mix and match Rate Plans for devices in a single Customer database (for example, some devices on ProPlus, some devices on Pro, and some devices on Base, and so on.).

Rate Plans and Rate Plan Families

Geotab offers various Rate Plans at different price points and levels of functionality. Devices ship from Geotab in an activation-ready state. Once the device is installed and powered on, the device automatically activates on the carrier’s network, and the device is billed based on the Rate Plan selected during the checkout process. For more information about Rate Plans, refer to Rate Plan Feature Comparison and Geotab Partner Policies.

Available Rate Plans

Geotab offers the following Rate Plans:

1. Base — The Base Rate Plan offers GPS location, VIN, Driver ID, and basic IOX support.
2. Regulatory — The Regulatory Rate Plan offers the functionality of the Base plan, with added support for Hours of Service, IFTA, and Temperature Monitoring functionality. This plan is geared towards assisting fleets in meeting a range of compliance regulations.
3. Pro — The Pro Rate Plan offers the functionality of the Regulatory Rate Plan, with the added support for engine and accelerometer data.
4. ProPlus — The ProPlus Rate Plan offers the greatest functionality, including Active Tracking, premium services, as well as Electric Vehicle (EV) data.

All plans provide limited lifetime warranty for GO devices. For more information about the limited lifetime device warranty, refer to Providing Limited Lifetime Device Warranty.

✱ NOTE: Devices on the Base Rate Plan only record GPS data. Downgrading to the Base Rate Plan disables the ability to record engine and accelerometer due to a change in firmware. Billing is automatically updated according to the Rate Plan.

Additional Rate Plans

5. ProPlus Public Works — The ProPlus Public Works Rate Plan includes ProPlus features, as well as winter operational data communicated from Geotab-supported spreader controllers.
6. ProPlus + Keyless — TheProPlus + Keyless Rate Plan includes ProPlus features, as well as remote vehicle management via IOX-KEYLESS.
7. ProPlus + Wifi — The ProPlus + Wifi Rate Plan includes ProPlus features, as well as Wi-Fi hotspot (on GO9+ only).

1. Third-Party Device — The Third-Party Device Rate Plan allows third-party devices to integrate with MyGeotab.

Post-activation modes

1. Suspend — Suspend mode is intended for seasonal vehicles that do not benefit from data delivery year round — available for a low monthly price. Suspend mode does not include GPS location, engine data, etc. and devices do not communicate or log any data except for a periodic heartbeat (every 23 hours).
2. Terminate — Terminate mode disables the device, prevents data logging, erases the device memory, and stops the billing accordingly. Devices in Terminate mode may only be reactivated to Base, Regulatory, Pro, ProPlus, or Suspend Rate Plan within 30 days of termination. Terminate Mode requires two reasons to terminate a device.

! IMPORTANT: Moving a device to Suspend mode erases the device memory, and immediately puts the device into a suspended state — preventing the device from logging new data. It may take several hours or days to reactivate. A device in Suspend mode only connects to the server every 23 hours. If the device is out of cellular range, reconnection delays may be long and no data is transmitted during this time except for a heartbeat.

✱ NOTE: For devices in Suspend mode or Terminate mode (during the first 30 days), a monthly charge is applied to the account to keep the SIM active and maintain the database. After 30 days, devices in Terminate mode cannot be reactivated. The cost of reactivating a terminated device is $25.00 USD.

Changing a Rate Plan for a device

To change a Rate Plan for a device, follow these steps:

1. Navigate to Devices > Device Management from the main menu.
2. Use the filter options, as required, to narrow the search results.

The table displays search results in real-time.

3. Select a device serial number to edit the device information.

The page refreshes to display detailed information about the device.

4. Under the Details tab, select a Device plan under Device Management.

5. Select Save to request the change.

Your request to change this device’s Rate Plan is now being processed.

✱ NOTE: This request will be displayed in the Pending change(s) column on the Device Management page.

Reactivating a terminated device

Terminated devices can be reactivated within 30 days of termination, and can only be terminated and reactivated once a month. After 30 days, devices cannot be reactivated.

To reactivate a device, follow these steps:

1. Navigate to Store > Products from the main menu.

✱ NOTE: In the classic interface, navigate to Store from the main menu.

2. Add the XXX-REACTIVATE product (located under Services) in your cart, then checkout.

✱ NOTE: The XXX-REACTIVATE product is $25.00 USD per device (plus applicable taxes).

3. Under the Order Information step, enter the serial number for the device(s) that requires reactivation in the Order comments field.

✱ NOTE: Ensure the number of serial numbers matches the quantity of XXX-REACTIVATE products in the order.

4. Under the Shipping information step, select Do Not Ship (Local Pickup Only - Canada) as the shipping address. This prevents any shipping charges from being applied.
5. Complete the remaining steps in the checkout process and place the order.
6. Once complete, submit a Helpdesk ticket to facilitate the reactivation process.

! IMPORTANT: When submitting a Helpdesk ticket, please include the order number for a prompt reactivation.

The devices will be reactivated, and the Partner will receive an invoice for the order. Swapping a SIM card will not reactivate the device, and the warranty period is not affected by reactivation.

Daily activation notices

Once a day, MyAdmin users that have enabled notifications will receive an email regarding the activations and Rate Plan changes for the day. For more information about email notifications, refer to Emails by MyAdmin.

Downloading a report with device data

To download a report of your devices, follow these steps:

1. Navigate to Devices > Device Management from the main menu.
2. Use the filter options, as required, to narrow the search results.

The table displays search results in real-time.

3. Select Download.
4. 1. Download table view — Select this to download a report with only the selected or displayed columns.
   2. Download full report — Select to download the full report with all columns.

You will receive an email when the CSV report is ready for download in MyAdmin.

Beta Firmware Program overview

The Beta Firmware Program aims to provide a simple and effective method for Customers to update to the latest beta firmware versions and test new firmware features and fixes. Through this program, you can subscribe devices to specific channels to test upcoming features and Beta functionality. The devices automatically update to the latest stable release version of the firmware on the subscribed channel, and each beta firmware cycle runs for approximately two months.

The following firmware channels are available:

1. Stable Release — Devices are enrolled into the Stable Release channel by default. Devices on this channel automatically update to the latest Release firmware version as it becomes available. No further interaction is required from the Partner.
2. Release Candidate — Devices on the Release Candidate channel receive the upcoming release version of firmware. Firmware at this stage has been deemed as stable and currently rolling out to in-field devices. By enrolling devices into this channel, you ensure they have front-of-the-line access to the upcoming release version.
3. Beta — Devices on the Beta channel receive firmware that has only gone through internal and limited field-testing, and automatically update to the latest stable Beta firmware as it becomes available. Users should subscribe to this channel if they want to be the first to test out new functionality.

Configuring the firmware channel for a device

! IMPORTANT: When editing a device, you must save your changes before switching to another tab.

To configure the firmware channel for a device, follow these steps:

1. Navigate to Devices > Device Management from the main menu.
2. Use the filter options, as required, to narrow the search results.

The table displays search results in real-time.

3. Select a device serial number to edit the device information.

The page refreshes to display detailed information about the device.

4. Under the Details tab, select an option in the Firmware channel dropdown.
5. Use the calendar icon to select an Expiry date.
6. (optional) Select the Notify customer of firmware change option if you want your Customer to receive a one-time email notification about this change.
7. Enter any comments, then select Save.

You have successfully configured the firmware channel for this device.

Activation History

The Device Contract Request History page provides information about changes to a device contract, including the original activation details of the unit upon installation.

By default, devices are shipped in an activation-ready state, which means that the device is prepared to send live data at the time of the installation. You do not need to perform a second step to activate a device. In addition, the device plan is also active for billing as soon as the data is sent.

For more detailed information about device auto-activation, refer to the Geotab Partner Policies document.

To view the activation history for a device, use the following filters, then select Look up:

1. Account — View the activation history for devices under the specified account.
2. Period — View the activation history for devices activated within the selected time period.
3. Plan Filter — View the activation history for devices under the specified Rate Plan.
4. Advanced Options — Used to further narrow the search results:
5. 1. Customer Filter — Displays the activation history for devices assigned to the specified Customer.
   2. Serial # Filter — Displays the activation history for devices with the specified serial number.
   3. IMEI — Displays the activation history for devices with the specified IMEI number.

The page refreshes to display the results in the table. The table displays the following information:

1. Device — Displays the device serial number.
2. IMEI — Displays the device IMEI number.
3. SIM — Displays the device SIM number.
4. Account — Displays the account to which the database is assigned.
5. Active Database — Displays the database to which the device belongs.
6. Requested Plan Mode — Displays the Rate Plan the user wants to apply to the device.
7. Request Type — Displays the reason and action completed by the user when changing plans.
8. Requested on — Displays the date that the user requested the Rate Plan change.
9. Processed on — Displays the date that the Rate Plan has officially changed.
10. Active Features — Displays device feature categories (for example, Live, Wi-Fi).
11. Status — Indicates whether the Rate Plan change process is complete, using the following statuses: Complete, Pending.
12. Comments — Displays comments entered by the user when the Rate Plan change request is made.
13. Termination Reason — Displays the reason for device termination.
14. Termination Comments — Displays comments entered by the user when terminating a device.
15. Product Code — Displays the product code of the device.
16. Assigned PO — Displays the Geotab-assigned purchase order number.

Select Export Table to download the device activation history information in a CSV file.

The Device Timeline button redirects to the Device Timeline page.

Devices Timeline

The Device Timeline page displays audit logs for a specific device, including firmware updates, install log requests, first HOS attachment, device plan changes, database changes, and more.

To view the audit logs for a specific device (including non-GO devices), enter the serial number for the device in the Device Serial No field, then select View Timeline. The page refreshes to display the audit logs within a table with the following columns:

1. Title — Displays the name of the event.
2. Details — Displays additional information about the event.
3. Status — Displays the type of event that occurs to the device (ActivationEvent or SingleEvent).
4. Owner — Displays the account that owns the device, and is only populated if a device change impacts the Account ownership.
5. Activity Date — Displays the date the event occurred.
6. End Date — Displays the date that the event finished processing (for example, plan changes can take more than one day to process).
7. Other Info — Displays any additional information about the event.

Use the Export Table button to export the data to a CSV file.

Status Search

The Device Status Lookup page displays the current status of the device, detailed device status information, and the device installation history. To view the device status for a specific device, enter the serial number for the device and select Look Up.

The More Info button displays the following additional device status information:

1. Device Serial Number — Displays the serial number of the device.
2. Last Valid GPS Record — Displays when the last valid GPS record occurred.
3. Last Engine Record — Displays when the last engine record occurred.
4. Last Device Comms — Displays when the device last communicated.
5. Detected Protocol — Displays the serial communication method the vehicle uses to send data to the device, if available.
6. Detected Harness — Displays the harness connected to the device.
7. More Info — Provides various device information (for example, no recent engine or auxiliary data).
8. Under Warranty — Displays the type of warranty, if any.
9. Device Database — Displays the database to which the device belongs.
10. Device Plan — Displays the Rate Plan for the device.

The Install History button displays the date and time at which the device was first installed, as well as the last GPS record.

Manage Data Sharing

Data Sharing is a secured data sharing technology that allows users to connect and collaborate with trusted business partners by sharing their telematics data to other MyGeotab users. For example, with Data Sharing, users can share safety and performance-driven data to insurance providers to save on coverage, or engine diagnostic data with maintenance providers to save on repairs.

Data Sharing starts with a transaction between two MyGeotab users: a user from the Primary Database who makes a request to shared telematics services to a user from a Shared Database who accepts or rejects the request based on the needs of their business. For more detailed information, refer to the Data Sharing Partner Guide.

Data Sharing Center overview

The Data Sharing Center page functions as a single point of access for all Data Sharing-related activities, and displays a list of devices that share GO device data between multiple databases.

The Data Sharing Center page displays a list of devices that share GO device data between multiple databases. To view information for a specific device, use the following filter options to narrow the results, then select Search:

1. ERP Account — View devices under the specified account.
2. Serial number (up to 500) — View information for the specified GO device only.
3. Database — View devices that belong to the specified database.
4. Status — View devices based on the selected statuses: All, Pending, Active, Rejected, Terminated, Error, and Cancelled.

For additional filters, select the Filters icon:

5. Stream Plan — View devices that use the specified stream plan.
6. Service ID — View devices with the specified Service ID.

The page refreshes to display the following information in the table:

1. Serial number (up to 500) — Displays the serial number of the GO device that has shared telematics data to the Shared Database.
2. Database — Displays the name of the Shared Database.
3. Status — Indicates the status of the Data Sharing request (Active, Pending, Rejected, Terminated, or Error).
4. Last Updated — Displays the date the data sharing settings were last updated.
5. Stream Plan — Displays the Rate Plan of the GO device that belongs to the Primary Database.
6. Service ID — Displays the identification number for the service.

✱ NOTE: The status may take up to 15 minutes to update.

Support

The Support classic menu item opens a submenu, allowing you to navigate to pages related to Helpdesk ticket management, Geotab Community, VIN information, and more.

! IMPORTANT: You must have the required roles to use the support-related pages. To learn more, refer to the Roles for user access section.

Helpdesk

The Helpdesk page functions as a single point of access to view, submit, and manage tickets. Submit a ticket if you have any general or technical inquiries or issues you want the Geotab Support team to address.

Ticket List

The Ticket List page allows you to view and manage existing tickets. By default, the page does not display a list of support tickets. To view a list of support tickets, enter the ERP Account number and/or use the following filter options to narrow the selection of tickets:

1. ERP Account — View tickets under a specific account number.
2. Search — View tickets with a specific ticket number and/or text contained in the ticket.
3. Filters — View tickets based on the following filter options:

✱ NOTE: You can select multiple options under Ticket Status.

4. 1. Open — Tickets that are new, currently open, pending, or on hold.
   2. Resolved — Tickets that have been solved or closed.

   ✱ NOTE: You can only select one option under Tickets.

   3. My tickets — Tickets that are new, currently open, pending, or on hold.
   4. My company’s tickets — All tickets under the specified account (with any status and for all users).
   5. My customer’s tickets — Tickets that belong to a Customer.
4. Start date — View tickets created on and after this date.
5. End date — View tickets created before this date.

The page automatically refreshes to display the results in the table. The arrows in the column headers allow you to sort the content in alphabetical order (in ascending or descending order).

For more information about Support at Geotab, refer to Comprehensive Guide to Support at Geotab.

View more details for a specific ticket

To view details about a particular ticket, select a ticket summary in the table. The Ticket Details page is displayed adjacent to the list of tickets. The Ticket Details page contains general details, communication history, and attachments.

To add a comment to the ticket, select Add comment, then fill in the required information or select Mark ticket as Resolved, and select Submit. When adding a comment to a ticket, use the text formatting options to organize and emphasize information.

To update the ticket impact, select Add comment on a submitted ticket, then select a different ticket impact. The Submit button will be enabled, allowing you to update the ticket impact only.

✱ NOTE: By default, the Ticket Communication History section displays comments in an expanded view. Select Collapse all to minimize the expanded view.

Download CSV of Ticket List

Select Download to download Helpdesk tickets to a CSV file format. The CSV file replicates the information from the Helpdesk table, including the Attachments, Ticket Type, Ticket Category, and Comments column.

✱ NOTE: Effective August 2022, Partners are no longer be able to download Archived tickets using MyAdmin, and will need to request help from Support to access Archived tickets.

Submitting a new ticket

The Submit New Ticket page allows you to submit new support tickets to receive support and resolve any issues.

To submit a support ticket, follow these steps:

1. Navigate to Support > Helpdesk Tickets from the main menu.

✱ NOTE: In the classic menu, navigate to Support > Helpdesk from the main menu.

2. Select Submit New Ticket.

The Submit New Ticket page is displayed.

3. Enter your ERP Account number, then select an option in the following fields: Support category, Subcategory, and Ticket Type.

Based on the options selected in Step 3, additional fields are displayed. Refer to Additional fields for more information.

4. Select an Impact level (Critical, High, Medium, Low), then provide a description for your impact selection under Impact reasoning.

For more information about these impact levels, refer to Comprehensive Guide to Support at Geotab.

5. Fill in the remaining fields.

✱ NOTE: You have the option to upload any relevant files and/or images.

6. Select Review to submit your ticket.

Based on the responses, the ticket is routed to a support agent that is familiar with the issue to provide a better customer support experience.

✱ NOTE: A Known Issue link displays when the Ticket Type is Issue. This link allows you to check if the Geotab Support team is aware of your issue before submitting a new ticket.

Support category

Support categories specify the product or service for which you require support. For more information about each category, click the Information icon. We offer the following support categories to assist you:

1. Compliance products
2. GO device, harness, IOX
3. MyAdmin
4. Other
5. Software Development Kit (SDK)
6. Compliance (Geotab Drive/HOS/DVIR/Tachograph)
7. Legacy solutions
8. MyGeotab
9. Public Works
10. Third-party telematics device

Depending on the selected support category, the page prompts you to select a subcategory and/or ticket type.

Subcategory

Subcategories further specify the exact issue and categorize support tickets, and vary based on the chosen support category. Depending on the select subcategory, the page may prompt you to select a Ticket Type.

Ticket Type

Ticket types — organized into two categories: Issue and Inquiry — improve response times and prioritization, and provide the support agent with the necessary information to help you with your issue. Issue is used to receive assistance with an ongoing problem, and Inquiry is used to ask questions.

Additional fields

1. External ID — This is an optional field, and allows you to enter a ticket number associated with another ticketing system. Once submitted, you can use the External ID to search on the Ticket List page, in addition to the existing search options.
2. Attachments — In some cases, you may have the option to attach a file. The Helpdesk page supports the following file types to upload for support tickets: PDF, PNG, JPEG or JPG, GIF, TXT, CSV, MP4, ZIP, XLS or XLSX, DOC or DOCX, PPT or PPTX, AVI, MPG.

✱ NOTE: The form retains the entered information, and saves the information as you fill out the new ticket. If, at any time, you change the category or subcategory, a popup window informs you that changing the category or subcategory resets the fields and clears the information.

Geotab Community

The Geotab Community page opens in a new tab and links to the Geotab support forum where you can learn how to solve problems, share your knowledge, and learn about SDKs and Geotab products. Geotab Community also allows you to connect with other community members, including Users, Partners, and Developers, as well as Geotab experts.

Knowledge Base

The Geotab Community has a Knowledge Base page that opens in a new tab, where community members can browse through how-to and Q&A articles written by Geotab Support teams in the following categories: MyGeotab, Compliance Products, Expandability, and Hardware & Firmware.

Alerts

The Alerts page displays all the current alerts visible on the MyAdmin home screen. To view a specified alert, use the following filter options:

1. Category — View alerts under the selected category.
2. 1. All categories
   2. Firmware
   3. General Notice
   4. Hardware
   5. Software
2. Posted date — View alerts posted on or after the specified date.

1. Resolved date — View alerts resolved on or after the specified date.

The page updates to display the list of alert(s) within a table with the following columns:

1. Title — Displays the title of the alert.
2. Category — Displays the category (Firmware, General Notice, Hardware, or Software) of the alert.
3. Status — Displays the status (Active or Resolved) of the alert.
4. High Priority — Displays a Yes value to indicate the alert is high priority, and a No value to indicate the alert is not high priority.
5. Posted date — Displays the date that the alert was posted.
6. Resolved date — Displays the date that the alert was resolved, and Not Available if the alert has not been resolved yet.

Vehicle Eligibility

The Vehicle Eligibility page (Support > Vehicle Eligibility) provides information about vehicle support and eligibility for Geotab products and services, including driver seat belt detection, harnesses, OEM embedded services, and more.

Searching for a vehicle by Make, Model, and Year

To search for a vehicle by its make, model, and year, follow these steps:

1. Navigate to Support > Vehicle Eligibility from the main menu.
2. Select an option from the Make, Model, and Year dropdowns.
3. Select a Region from the dropdown, then select Search.

The table populates a list of vehicles based on your search criteria. For more information about your search results, refer to Vehicle Eligibility search results.

Searching for a vehicle by VIN

✱ NOTE: If you do not have the vehicle identification number (VIN) for the vehicle, refer to Searching for a vehicle by Make, Model, Year.

To search for a vehicle by its VIN, follow these steps:

1. Navigate to Support > Vehicle Eligibility from the main menu.
2. Click or tap the Search VINs field, enter a VIN, then add a comma or line break (Enter or Return on your keyboard).

✱ NOTE: To search for multiple VINs, add a comma or line break (Enter or Return on your keyboard) after each entry.


3. Select Apply.
4. Select a Region from the dropdown, then select Search.

✱ NOTE: If the OEM Embedded Eligibility banner is displayed, refer to Request OEM eligibility check for more information.

The table populates a list of vehicles based on your search criteria. For more information about your search results, refer to Vehicle Eligibility search results.

Request OEM eligibility check

If one or more vehicles in your search requires a manual check for OEM embedded services eligibility, the OEM Embedded Eligibility banner is displayed.

Select Request OEM eligibility check to request a manual check. A support ticket is created on your behalf and can be viewed via Support > Helpdesk Tickets. You will also receive an email from Geotab to confirm that we have received your request.

Vehicle Eligibility search results

After you search for a vehicle, the Vehicle Eligibility page shows each VIN you looked up, with one VIN per row in the results table.

The table displays the following information:

1. VIN — Displays the vehicle identification number.
2. Make, model, year — Displays the make, model, and year of the vehicle.
3. Trim — Displays the trim level of the model (for example, EX, LX, and so on)
4. Harness — Displays harnesses that are compatible with the Make, model, and year of the vehicle.
5. T-harness — Displays the T-harness that is required to use the GO device in the vehicle.
6. GO Device Eligibility Top Requested Features — Indicates whether the vehicle supports the following features: driver seat belt, odometer, engine speed, fuel level, and trip fuel used.
7. 1. Green — Indicates that the feature is supported.
   2. Red — Indicates that the feature is not supported.
   3. Blue — Indicates that the feature might be supported.
7. OEM Embedded Eligibility — Indicates whether the vehicle is supported by OEM embedded services. This column will display one of the following:
8. 1. Vehicle Is Eligible
      
      — Indicates that the vehicle is eligible for OEM embedded services.
   2. Vehicle Is Not Eligible
      
      — Indicates that the vehicle is not yet eligible for OEM embedded services.
   3. Might Be Eligible
      
      — Indicates that the vehicle might be eligible. For a more accurate result, search by its VIN instead.
   4. Vehicle Make Not Supported
      
      — Indicates that the vehicle make is not supported.
   5. Information Not Available
      
      — Indicates that Geotab needs more information to determine vehicle eligibility. Select Request support to submit a request.

Additional options for specific vehicles

Select the ellipsis icon to show more options for a specific VIN or vehicle. The following options are available:

1. Harness notes — Displays notes about the vehicle’s associated harness.
2. More information — Displays additional information about the vehicle, including gear position, cranking voltage, trip idle fuel used, and more. It also displays a percentage that indicates how much support we have for that particular Engine Data.
3. OEM recommended actions — Displays recommended actions from the original equipment manufacturer (OEM).

Requesting support for a specific vehicle

The Vehicle Eligibility page (Support > Vehicle Eligibility) provides information about vehicle support and eligibility for Geotab products and services, including driver seat belt detection, harnesses, OEM embedded services, and more.

For certain vehicle make and models, Geotab requires additional information to determine if it is eligible for OEM embedded services. If we do not currently support the vehicle, we will consider this as a request for additional vehicle data support for the make, model, year of the vehicle.

To submit a request for additional vehicle support or provide Geotab with additional information to determine eligibility, follow these steps:

1. Navigate to Support > Vehicle Eligibility.
2. Select Request support.

The VIN Support page displayed.

3. Fill in the required fields (such as Make, Model, Year, and more).
4. Select Submit.

After you submit your request, Geotab receives a notification and begins working on the request. Shortly after, a member of our team will contact you with an update.

Downloading a vehicle eligibility report

The Vehicle Eligibility page (Support > Vehicle Eligibility) provides information about vehicle support and eligibility for Geotab products and services, including driver seat belt detection, harnesses, OEM embedded services, and more.

You may want to download a report of the vehicles you looked up and filter for eligible vehicles to quickly reference information, such as harness and OEM notes.

To download a report, follow these steps:

1. Navigate to Support > Vehicle Eligibility.
2. Search for vehicles using the Search VINs field or selecting a Make, Model, and Year.
3. Use the gear icon to show or hide certain columns (Harness; Make, model, year; OEM eligibility; and more)

4. Select Download, then select one of the following options:
5. 1. All pages — Download the full CSV report of all VINs and vehicles in your current search.
   2. Current page — Download a CSV report of the VINs and vehicles on the current page.

A CSV file is downloaded to your computer.

! IMPORTANT: This information is not a guarantee and should only be used as a guideline. If this information is incorrect, contact Support.

✱ NOTE: Harness information is estimated by Geotab based on experience, and may not be completely accurate.

Support contact information

The Geotab Support Contact Info page provides contact information for the Partner Support teams in North America, Spain, Germany, Italy, France, and the UK. The page also includes emergency contact information.

! IMPORTANT: The emergency contact information is not for general, non-critical support. Any non-critical support requests made through this service will be handled during regular business hours and may incur a fee.

Events

The Events page displays upcoming product and technical training webinars. To view information about a specific event, use the following filters, then select Search:

1. Category — View events based on the selected type: All Categories, Geotab Product Training, or Geotab Technical Training.
2. Past Events — Toggle on to display a list of events from the past 12 months. Toggle off to return to the default list of current and upcoming events.

To register and attend an event, select Sign Up on the event card. The page opens in a new tab with a form to enter your information. Once complete, select Register to complete the registration process.

RMAs

The RMAs classic menu item opens a submenu, allowing you to navigate to pages related to Return Merchandise Authorization (RMA) requests and workflow management. For more information, refer to the Geotab Partner Policies.

! IMPORTANT: You must have the required roles to use the RMA-related pages. To learn more, refer to the Roles for user access section.

RMA types

RMAs can be initiated by Geotab when we detect failed or failing devices, as well as when we identify devices impacted by impending wireless network sunsets. Partners may request an RMA for performance failures, investigation, or sales-related purposes.

Geotab-initiated RMAs

Proactive — An RMA for devices that Geotab detects have failed or are failing, and are not recoverable.

Sunset — An RMA for devices impacted by an impending wireless network sunset.

Geotab will terminate devices 60 days after a Proactive RMA or Sunset RMA is issued. When RMAs are created by Geotab, Partners receive email confirmations that include the device serial numbers and information about the impacted databases. To look up future termination dates, refer to the Pending change(s) column on the Device Management page.

Geotab-initiated RMAs use the Partner’s private email address for notifications — found on the Admin > Reseller Contact Info page under the Private Email column. To update the email address, select a contact from the table and select Edit, then update the information as needed.

✱ NOTE: If you would like more than one person to receive email notifications, we recommend using a distribution list as the private email address.

After receiving an auto-generated RMAs created for GO device(s) email, follow the steps in the Replacement orders section to order a replacement device for a Customer using the Active RMAs page in MyAdmin.

✱ NOTE: All Partners are responsible for ordering replacement products under the Proactive RMA Program, even if the Customer is enrolled in a Rate Plan with + Support.

Partner-initiated RMAs

Investigate — A return that is an in-warranty or out-of-warranty product that has been requested for the purpose of data extractions, collision reconstruction, engine interference investigations, or engineering investigations.

Repair — A non-standard return that must be pre-approved by the Geotab Returns team. Additional charges may apply.

Sales — A return of an unused, unopened product (GO device, IOX, Beta hardware, Geotab-offered third-party device or harness) purchased by the Partner, where the Partner wishes to return the product to Geotab for credit.

✱ NOTE: All approved Sales Returns are subject to 20% restocking fee. Saleable condition is defined as return merchandise that is in its original condition, and can be readily sold. Geotab reserves the right to determine if an item is saleable. For example, if the original purchase price is $100, then a credit of $80 is applied to the Partner’s account with a $20 restocking fee.

Warranty — A return in which the product fails to perform during the warranty period in accordance with written specifications, when used in accordance with written instruction. Warranty Returns include beta devices, but exclude test and demonstration devices.

! IMPORTANT: For detailed information about the requirements for each RMA type, refer to the Geotab Partner Policies.

New RMA request

The New RMA Request page allows users to submit RMA requests for Geotab products.

To submit an RMA request, follow these steps:

1. Navigate to Store > Orders & Returns > Return Management from the main menu, then select New RMA request.

✱ NOTE: In the classic menu, navigate to RMAs > New RMA Request.

2. Under General, enter the Account name, then select an option from the RMA Request Type dropdown.

Corresponding fields are displayed depending on the RMA Request Type selected.

3. Enter the Related Ticket Number. If the return is a Sales Return, leave the Related Ticket Number field blank. If necessary, enter the Reseller Reference, the Bcc Email Address, and any Request Comments related to the return.

✱ NOTE: For more information about RMA request types, refer to the Geotab Partner Policies.

4. Select Next.

Products

5. Under Products, select an option from the Product Type dropdown, then enter the quantity of device(s), the device serial number (for GO devices only), and the Product / SKU.
6. Optional: To return multiple devices at one time, select Bulk Entry Form, enter the device serial numbers on separate lines in the Device RMA Input popup window, then select Ok.

✱ NOTE: The RMA device limit for the Bulk Entry Form is 5000 devices. Please allow time for the system to process large bulk RMA requests. It may take a couple of minutes to complete a large request.

7. Select Add Products.

The table refreshes to display the products added to the RMA.

✱ NOTE: Devices that are not under warranty can not be added to the RMA.

8. In the table, enter an RMA Reason for each product. For Sales Returns, select a reason from the dropdown menu. If each item shares the same RMA reason, select the Copy icon to copy the reason to each item.
9. Select Next to continue, or Cancel to abort the request and return to the RMA Requests page.

Summary

10. Under Summary, review the RMA information, then select Submit.

Once complete, an email confirming the RMA details is sent to the requestor. For Sales Returns, the RMA number is also displayed on the screen after the RMA is submitted. For more information about email notifications, refer to Emails by MyAdmin.

After you have submitted the RMA request, it is important to terminate the devices to avoid continued monthly charges. To terminate the device, follow the steps in the Change Rate Plan for a device section.

Return Management

! IMPORTANT: You must have the required roles to use the Return Management page. To learn more, refer to the Roles for user access section.

The Return Management page functions as a single point of access for all RMA-related tasks, including managing RMA requests, and viewing active RMAs.

✱ NOTE: RMA requests that have not been approved are archived and Geotab will notify the requester by email. For more information about email notifications, refer to Emails by MyAdmin.

To refine the list of RMAs, use the following filter options to narrow the results, then select Search:

1. Account — View RMAs under a specific Account number.
2. Search by RMA number, Case number, or Reseller reference — Search for RMAs with the RMA number (8+ characters), Case number (typically 6 digits), or Reseller reference number.
3. Date Range — Select a start date, and end date. The selected date range will filter based on the requested RMA date, and approval date of RMAs.

✱ NOTE: Select Clear to clear the previously selected filter options.

RMA overview

Once you select Search with the required filters, the page refreshes to display a table with the following information. Use Customize view to select which columns are displayed in the table. The customized table becomes the default for the RMA Management page until you use Customize view again to reconfigure the columns.

1. Account — Displays the Account number associated with the RMA.
2. RMA # — Displays the RMA number.
3. Database — Displays the database name associated with the RMA.
4. Current status — Displays the current status of the RMA.
5. 1. RMA request (pending approval) — RMA request has been submitted, and is awaiting approval from Geotab.
   2. Pending receipt — RMA is approved, and Geotab is expecting the return of product(s). This status only applies to Investigate, Repair, Sales, and Warranty Return RMAs for third-party devices.
   3. Processing — Geotab has received the product(s). This status only applied to Investigate, Repair, Sales and Warranty Return RMAs for third-party devices.
   4. Pending credit — Geotab has received and processed the RMA, and the RMA is pending credit. This status only applies to Investigate, Repair, Sales and Warranty Return RMAs for third-party devices.
   5. Pending return — Geotab has fully processed the product(s). This status only applies to IOX-KEYLESS Repair, and Investigate RMAs.
   6. Pending replacement order — RMA is approved. This status only applies to Warranty, Proactive, or Technology Replacement Returns.
   7. Pending transfer — Geotab has received the RMA, and the RMA is pending transfer between warehouses.

   ✱ NOTE: There is no credit for item(s) in these RMAs.

   8. Replacement order complete — Partner has ordered replacement products. This status only applies to Warranty Return (including third-party device returns), Proactive, or Technology Replacement Returns.
   9. Completed — Geotab receives, processes, and credits (if applicable) the RMA. This status only applies to Investigate, Repair, Sales, and Warranty Return RMAs for third-party devices.
   10. Canceled device(s) — Item has been removed from an RMA.
   11. Expired — Geotab has not received devices within 90 days of approving the RMA. This status only applies to Investigate, Repair, Sales, and Warranty Return RMAs for third-party devices.
5. RMA type — Displays the type of RMA.
6. 1. Repair (Partner-initiated) — A non-standard return that must be pre-approved by the Geotab Returns team.

   Repair RMA number starts with RR.

   2. Warranty Return (Partner-initiated) — A return in which the product fails to perform during the warranty period in accordance with written specifications, when used in accordance with written instruction. Warranty Returns include beta devices, but exclude test and demonstration devices.

   Warranty RMA number starts with RW.

   3. Investigate (Partner-initiated) — A return that is an in-warranty or out-of-warranty product that has been requested for the purpose of data extractions, collision reconstruction, engine interference investigations, or engineering investigations.

   Investigate RMA number starts with RI.

   4. Sales Return (Partner-initiated) — A return of an unused, unopened product (GO device, IOX, Beta hardware, Geotab-offered third-party device or harness) purchased by the Partner, where the Partner wishes to return the product to Geotab for credit.

   Sales RMA number starts with RS.

   5. Sunset (Geotab-initiated) — An RMA for devices impacted by an impending wireless network sunset.

   Sunset RMA number starts with RZ.

   6. Proactive (Geotab-initiated) — An RMA for devices that Geotab detects have failed or are failing, and are not recoverable.

   Proactive RMA number starts with RP.

6. Requester — Displays Geotab or the email address of the requester.
7. Approver — Displays the email address of the approver at Geotab.
8. Case number — Displays the case number associated with the RMA.
9. Reseller reference — Displays the Reseller reference number associated with the RMA.
10. Request date — Displays the date when the RMA was requested.
11. Approval date — Displays the date when the RMA was approved, if applicable.
12. Items in RMA — Displays the quantity of items in the RMA.

Additional RMA information

To view additional information about a specific RMA, double-click or tap on the RMA # from the list. The page refreshes to display detailed information about the selected RMA.

You can perform the following actions on this page:

1. Previous RMA — Navigate to the previous RMA on the list, if applicable.
2. Next RMA — Navigate to the next RMA on the list, and view additional details.
3. Create replacement order — If the RMA status is pending replacement order, select Create a replacement order for the selected RMA request. For more information about creating a replacement order, refer to Replacement orders.

✱ NOTE: If the RMA status is not pending replacement order, you will not be able to create a replacement order.

RMA Information

The RMA Information section provides a general overview of the RMA. For more information, refer to RMA overview.

Included Devices

The Included Devices section provides detailed information about each device included in the RMA.

Use the following filters to refine the list of included devices:

1. Serial number — Enter complete or partial serial number(s) to refine the table of included devices.
2. Database — Enter complete or partial database name(s) to refine the table of included devices.
3. Product — Enter complete or partial product code(s) to refine the table of included devices.

✱ NOTE: Select Clear to clear the previously selected filter options.

The table displays the following information:

1. Product — Displays the Product Code and Serial Number, if applicable.
2. Database name* — Displays the assigned database name for the device.
3. Item status — Displays the status for the individual item.
4. Quantity — Displays the quantity for the corresponding item.
5. Original PO number* — Displays the purchase order number for the item, when it was originally ordered.
6. PO number* — Displays the purchase order number for the replacement item.
7. Assigned address — Displays the assigned address associated with the order.
8. Original shipping address* — Displays the Customer’s address for the associated assigned item.
9. Passed inspection* — Displays Yes or No to indicate whether the item has passed a physical inspection.
10. Analysis results* — Displays notes about item faults recorded at the time of processing.
11. RMA reason — Displays the reason for the return, provided by the user when they first submit an RMA request.
12. Warranty status — Displays the status of the device warranty.

✱ NOTE: Columns marked with an asterisk (*) are only visible for active RMAs that have been approved by Geotab.

Replacement orders

From the Return Management page, you can create replacement orders for items associated with an approved Warranty Return, or Geotab-initiated RMA.

! IMPORTANT: RMA replacement order can only be placed through the Return Management page. If you enter an order number that starts with “R20” in the Purchase Order (PO) field when checking out from the Store, you will receive an error as well as a prompt to place the RMA replacement order via the Return Management page.

You can order all products associated with an RMA at once, or create multiple orders if you want to ship the items to different locations, or to order partial items on the approved RMA. Free shipping is available for your replacement orders.

To create a replacement order, follow these steps:

Start a replacement order

1. Navigate to Store > Orders & Returns > Return Management from the main menu.

✱ NOTE: In the classic menu, navigate to RMAs > Return Management.

2. Double-click or tap on an RMA that is eligible for replacement (Warranty Return, or Geotab-initiated RMA).
3. Review the information in the tabs for the selected RMA.
4. Select Create replacement order.

✱ NOTE: The Create replacement order button is disabled for RMAs that already have an active order.

The Create Replacement Order page displays a table that lists all the products included in the selected RMA and their appropriate replacement product codes, as well as the following information:

5. 1. Product — Displays the product code.
   2. Database — Displays the database name.
   3. Order status — Displays the status of the replacement order.
   4. Free replacement — Indicates whether the product is eligible for free replacement.
   5. Quantity — Displays the quantity of items to order for each product.
   6. Allowed quantity — Displays the maximum quantity of products that you can order.
   7. Replacement product — Suggests an adequate replacement for the product, if needed. Some products may have a different option as a replacement (listed in the dropdown menu).
   8. Description — Displays additional information about the product.
   

   ✱ NOTE: You may see products that are not eligible for Free replacement. You will be charged for these products in your Replacement Order; however, Geotab will provide free shipping.

   Modify and place your replacement order

5. Under the Quantity column, adjust the quantities to create a Planning Order or to proceed to the Shopping Cart.

✱ NOTE: You cannot add more items than what is established by the RMA and displayed on the Allowed quantity column, but you can reduce the quantities if you want to create multiple order for the same RMA. The items you remove from the order will still be available to order at another time from the Return Management page.

6. Once complete, select one of the following options:
7. 1. Save as planning order — Continue your purchase at a later time. A popup window confirms that your RMA Planning order has been created. You can then go back to the Return Management page, view the order details, or go to the Order Management page.
   2. Add product(s) & go to cart — Complete the process to create a replacement order, and proceed to checkout. The page redirects to the Cart page to complete the checkout process.

   ✱ NOTE: You cannot alter your replacement order in the Shopping Cart. If you want to change the order, go back to the Return Management page to create a new order.

   ✱ NOTE: The order total is zero for all order eligible for Free Replacements, and shipping is free for all replacement orders.

   3. Add installation service — Include installation services. The button is only enabled when the replacement order includes GO devices that require replacement. In the popup window, select an installation service from the dropdown menu, and select Add.

! IMPORTANT: When creating a replacement order with Installation Services, place a separate replacement order for each installation location, and provide the required information: Installation Contact, Installation Address, and Vehicle Information (Vehicle Name, VIN, Make, Model, Year).

✱ NOTE: When you save your Replacement Order as a Planning Order, you can continue your purchase from the Order Management page. For more information on how to place a saved order, refer to the Resuming a planning order section.

Replacing the device on MyGeotab

Once you have ordered the replacement device, follow these steps:

1. In MyGeotab, navigate to the Assets page, and search for the terminated device’s serial number.
2. Select the associated asset to access the Asset Edit page to change the device.
3. Under Device type, select Replace with new device to add the new replacement device.

The Add a New Asset page is displayed.

4. Enter information about your new device, then select Save new asset.
5. Select Save on the Asset Edit page to save your changes.

Geotab Returns Centers

See Geotab Returns Centers for a complete list.

Marketplace

The Marketplace classic menu item opens a submenu, allowing you to navigate to pages related to Marketplace solution management and product price customization. Additionally, users with a Partner account can access the Partner Portal from the sub-menu.

Marketplace is an online ecosystem of integrated, fleet-focused software and hardware solutions created by Geotab. We partner with industry leaders to find the best-in-class solutions in the areas of video telematics, maintenance, routing, asset tracking, and more.

! IMPORTANT: You must have the required roles to use the Marketplace-related pages. To learn more, refer to the Roles for user access.

Marketplace Admin

The Marketplace Admin page functions as a single point of access for the Marketplace Solutions page and the Partner portal. To access the Marketplace Solutions page or the Partner portal, select Enter on either card.

Marketplace Solutions

The Marketplace Solutions card navigates to the Marketplace Solutions page. The Marketplace Solutions page displays a list of solutions offered by Geotab, and allows you to customize product pricing for Order Now-enabled products.

Partner portal

The Partner portal card opens in a new tab and links to the Marketplace Partner Portal. Through the Partner Portal, Geotab Marketplace Partners can create and manage their solution page.

! IMPORTANT: You must have a Marketplace Partner account to access and use the features in the Partner Portal.

Marketplace Solutions

On the Marketplace Solutions page, your default Account number is automatically detected and all the solutions available on Marketplace for that specific Account are displayed. To see solutions under another Account number, remove the default Account number and enter your desired Account number.

You can also use the following filters as needed:

1. Disabled Solutions — View solutions that are not visible in the MyGeotab Marketplace.
2. Order Now Solutions — View solutions that are included in the Geotab Marketplace Order Now feature.
3. Geotab — View solutions offered by Geotab.
4. Third Party — View products offered by third-party partners.
5. Hardware Solutions — View hardware solutions only, including “hybrid” solutions that have both hardware and software components.
6. Software Solutions — View software solutions only.

The page refreshes to display a table with the following information:

1. Solution — Displays the name of the solution.
2. Product Code — Displays the alphameric code used to identify the product.
3. Partner Name — Displays the name of the solution provider.
4. Description — Displays a description of the solution functionality.
5. Billing Type — Indicates the type of billing (for example, one-time, monthly recurring, or one-time & monthly recurring payment).
6. One-time Cost for Partners — Displays the price the Partner is billed for hardware solutions (a single payment to receive and use the hardware solution).
7. Monthly Cost for Partners — Displays the price the Partner is billed for software solutions (a monthly payment to use the software solution).
8. One-Time Price — Displays the Customer’s price for the hardware solution (a single payment to receive and use the hardware solution). This price is visible for your Customers on the Geotab Marketplace, and can be customized.
9. Monthly Price — Displays the Customer’s price for the software solution (a monthly payment to use the software solution). This price is visible for your Customers on the Geotab Marketplace, and can be customized.
10. Currency Code — Displays the currency of the price.
11. Trial Days — Displays the number of days the Partner is testing the solution.
12. Order Now Support — Indicates whether the solution is eligible for the Order Now program.
13. Order Now Enabled — Indicates whether Order Now functionality is enabled for the solution.
14. Solution Enabled — Indicates whether the solution is visible in the MyGeotab Marketplace.

✱ NOTE: On the Marketplace Solutions page, the One-time Cost for Partners and Monthly Cost for Partners columns display prices in USD; however, on the Billing > Product Pricing page, the cost is displayed in the currency specified in the Partner agreement.

The Edit Solution Pricing button allows you to customize the product pricing for Order Now-enabled products. To customize product pricing, select a solution from the list, then click the Edit Solution Pricing button. The page refreshes to display a different table with the following information:

1. Account — Displays the name of the primary account or secondary account.
2. Database — Displays the name of the database.
3. Active — Indicates whether the database is active or inactive.
4. Pricing type — Displays whether the product pricing is the original default hardware price, parent account default price, secondary account default price, or customized price.
5. 1. Custom pricing: Indicates that the user customized product pricing for specific databases.
   2. Default pricing (green): Indicates that the user customized product pricing for the Secondary Account, including any databases, or for Primary Accounts that do not have Secondary Accounts.
   3. Same as primary account: Indicates that the user customized product pricing for the Primary Account, including any Secondary Accounts and/or databases under the Primary Account.
   4. Default pricing (red): Indicates that the user has not yet customized product pricing.

   ✱ NOTE: The Pricing type column displays the labels based on the level that the customized product pricing is applied to the account. The order listed above reflects the hierarchical order in which the system applies the price.

5. Last Updated — Displays when the pricing was last modified.
6. One-Time Price — Displays the price of the hardware solution (for specific solutions).
7. Monthly Price — Displays the price of the software solution (for specific solutions).
8. Currency Code — Displays the currency of the price.
9. Pricing Analysis (%) — Displays the difference between the customized hardware price and default hardware price as a percentage.

The page also displays the Primary account number, the Product Code, and the product pricing information. Use the filters to search for specific secondary accounts and/or databases. Use the Show inactive database toggle to include databases that are inactive in the search results.

✱ NOTE: The customized prices are displayed on the Marketplace page in MyGeotab. If the price has not been customized, the solution page in the MyGeotab Marketplace displays the default price.

There are two options to customize solution pricing: Set Default Price allows you to customize the product pricing for all databases on an account, and Bulk Edit allows you to customize the product pricing for specific databases on an account. For more detailed information on price customization, refer to the Geotab Marketplace Order Now Partner Guide.

Admin

The Admin classic menu item opens a submenu, allowing you to navigate to pages related to user administration, Partner contact information management, database activity, and more

! IMPORTANT: You must have the required roles to use the administration-related pages. To learn more, refer to the Roles for user access section.

User Admin

The User Admin page functions as a single point of access for Administrators to create and manage MyAdmin users.

Search for users

Navigate to Configurations > User Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > User Admin from the main menu.

The User Admin page does not display a list of users by default. To view a list of all users, use the following filter options, then select Search:

1. Email filter — View a user based on the specified email address.
2. Account — View all users under the specified account.
3. Role Filter — View users based on the specified role(s).
4. Show disabled users — View users with deactivated accounts.

The page refreshes to display a table with the following information:

1. User Name — Displays the email address of the user.
2. First Name — Displays the first name of the user.
3. Last Name — Displays the last name of the user.
4. Phone Number — Displays the user’s phone number.
5. Accounts — Displays the accounts to which the user belongs.
6. Type — Displays the account type (Reseller, Installer, Partner, Customer).
7. 1. Reseller: A user type that purchases goods or services from Geotab with the intention of selling the goods or services to their own customer base.
   2. Partner: A user type that develops solutions, and collaborates with Geotab to deliver the solutions to Geotab Customers.
   3. Installer: A user type that is certified to install Geotab products (GO devices and harnesses) for Geotab Customers.
   4. Customer: A user type that purchases goods or services from Geotab with the intention of using the goods or services.
7. Status — Indicates the activity status of the account, indicated by these symbols:

8. Roles — Displays the roles assigned to the user.

The Excel icon button exports selected user data as a CSV file.

Creating a new user

✱ NOTE: You must have the GMS-Users-Admin role to create new users.

To create a new MyAdmin user, follow these steps:

1. Navigate to Configurations > User Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > User Admin from the main menu.

2. Use the filters on the User Admin page, then select Search.
3. Select New.

The Add user page is displayed.

General

1. Under the General tab, select an option from the User Type dropdown — Reseller, Sales, Installer, Customer.
2. Enter the user’s information in the Email, First name, Last name, and Phone Number fields.

✱ NOTE: You must use a unique email address for each user. Email addresses are limited to one per user.

3. Select Next.

The Accounts tab is displayed if you selected the Reseller, Sales, or Installer user type.

If you selected the Customer user type, go to step 9 (Roles tab).

Accounts

4. Under the Accounts tab, assign the user to an Account (required) and/or Account Group (optional).
5. Select Next to go to the Roles tab.

Roles

6. Under the Roles tab, use the toggles to assign the appropriate roles to the user. For more information on the available roles, refer to the Roles for user access section.

✱ NOTE: The roles displayed correspond to the user type selected under the General tab. The Installer user type does not have any associated roles and cannot be assigned any roles.

7. Select Next to go to the Summary tab.

Summary

8. Under the Summary tab, review the user information and, if adjustments are required, select the edit icon in the appropriate step.
9. Select Submit to finish creating the user.

The User Admin page displays a message and confirms the user has been created successfully.

Once you have created a user account, the user receives a MyAdmin account confirmation email that prompts them to validate their email address.

Editing a user

✱ NOTE: You must have one of the following roles to edit users:

1. GMS-Users-Admin — Can edit users without any restrictions
2. GMS-Users-View and GMS-Users-Edit — Both user roles are required to edit users, except for adding or removing Accounts (which requires the GMS-Users-Edit-Accounts role)

For more information, refer to MyAdmin Roles.

To edit a user, follow these steps:

Search and find a user

1. Navigate to Configurations > User Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > User Admin from the main menu.

2. Use the filters on the User Admin page, then select Search.
3. Select the user you want to edit, then select Edit.

The Edit user page is displayed.

To continue editing a user, refer to Edit and configure the user’s account.

To view a user’s audit log, refer to View the user’s audit log.

Edit and configure the user’s account

1. Under the General Info tab, view basic information about the user — including user type, user activity, and authentication details. Make any necessary changes to the Active, Locked Out, and Force change password toggles.
2. 1. Active — Toggle on to activate the user. Toggle off to deactivate the user.
   2. Locked Out — Toggle on to lock a user from logging in to their account. Toggle off to unlock a user’s account and allow them to log in to their account.
   3. Force change password — Toggle on to require the user to reset their password. The user will receive an email to reset their password. This toggle resets when the user successfully changes their password.

   ! IMPORTANT: The Force change password toggle is available for Government accounts only.

2. Select Submit to save your edits.
3. Select the Accounts tab.
4. Under the Accounts tab, make any necessary changes to the accounts assigned to the user.
5. Select Submit to save your edits.
6. Select the Roles tab.
7. Under the Roles tab, use the toggles to add or remove roles assigned to the user. The Select all toggle enables all the roles in the table, based on the selected filters.

✱ NOTE: You are only able to view and assign roles based on your current roles and the selected user type. For more information on the available roles, refer to the Roles for user access section.

8. Select Submit to save your edits.

View the user’s audit log

1. Select the View logs tab.
2. Under the View Logs tab, select an Audit Category Filter to view audit logs for Login and UserAdmin events within a specified date range.

✱ NOTE: The audit logs are also available on the User audit page. Although audit logs are available on the Edit User page, the audit logs cannot be edited.

3. If further editing is required, select the appropriate tabs to edit.
4. Select Submit to save your edits.

The User Admin page displays a message and confirms the user was updated successfully.

Viewing a user

To view information about a user, follow these steps:

1. Navigate to Configurations > User Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > User Admin from the main menu.

2. Use the filters on the User Admin page, then select Search.
3. Select the user you want to view, then select View.

✱ NOTE: This button is only visible to users with the GMS-Users-View role.

Viewing a user’s audit logs

To view a user’s audit logs, follow these steps:

1. Navigate to Configurations > User Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > User Admin from the main menu.

2. Use the filters on the User Admin page, then select Search.
3. Select a user from the list, then select View Audit.

The page refreshes to display the User audit page. This page does not display a list of audit logs by default.

4. To view a list of audit logs, select a date range and an audit category filter to view audit logs based on the event type — Login or UserAdmin — then select Submit.

The table updates to display the following information:

1. Audit date — Displays the date and time the audit log entry was recorded.
2. Audit user — Displays the email address of the user.
3. Category — Displays the audit category.
4. Details — Displays additional information about the audit log entry.

The Excel icon button exports selected audit log data as a CSV file.

Associating users with an account

The Associate user button allows you to assign an account to users who are not already assigned an account.

To associate a user with an account, follow these steps:

1. Navigate to Configurations > User Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > User Admin from the main menu.

2. Select Associate user on the User Admin page.

The Associate user popup window is displayed.

3. Enter the email address for the user, and the account you want to associate with the user.
4. Select Submit.

The User Admin page displays a message and confirms the user has been associated with the account successfully.

Installer Admin

The Authorized Installers page displays a list of email addresses for Authorized Installers for the specified account.

View a list of Installers under your account

On the Authorized Installers page, enter the Account number filter, then select Look up to view a list of Authorized Installers associated with the specified account. You also have the option to add and remove installers.

Adding an Installer

To add an Installer under your account, follow these steps:

1. Navigate to Installation > Installation Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > Installer Admin from the main menu.

2. Select Add Installer.

The Add Installer popup window is displayed.

3. Enter the required information (Account and Email Address), then select OK.

The Installer has been added to the specified account.

Removing an Installer

To remove an Installer under your account, follow these steps:

1. Navigate to Installation > Installation Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > Installer Admin from the main menu.

2. Enter the Account number, then select Look up.

A list of Installers under the specified account is displayed.

3. Indicate the Installer you want to remove by selecting their email address from the list.
4. Select Remove Installer.

The Remove Installer popup window is displayed.

5. Select Yes to confirm you want to remove the Installer.

The Installer has been removed from the specified account.

Customer Admin

The Customer Administration page functions as a dedicated area to view and manage Customer contact information. The Customer Administration page does not display a list of Customers by default.

To view a list of Customers, enter the Account number and the name of the Customer in the Search field, then select Search. The page refreshes to display a table with the following information:

1. Name — Displays the name of the Customer.
2. Company — Displays the company name of the Customer.
3. Contact Email — Displays the email address of the Customer.
4. Telephone — Displays the phone number of the Customer.
5. Address — Displays the company address of the Customer.
6. Active — Displays the active status of the Customer.
7. Map — Links to the location of the company address on a map.

The Export button exports selected user data as a CSV file. The Upload button allows you to add and edit Customer information in bulk.

Adding Customer contact information

Managing your Customer contact information helps you ship products to the right destination. When you order products from the Store, you are able to select Customers you add through the Customer Administration page.

To add Customer contact information, follow these steps:

1. Navigate to Customers > Customer Admin from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > Customer Admin from the main menu.

2. Select New.
3. Under the General step, enter the required information. Use the Additional Bcc email address to add multiple emails for a single contact.

✱ NOTE: The Active toggle allows you to choose whether the Customer contact information is displayed during the order checkout process. If addresses are frequently used, mark them as Active.

4. Select Next .

The Address step is displayed.

5. Under the Address step, enter the required information.
6. Once complete, select Validate to validate the address. Once the address has been validated, the Next button is enabled.

✱ NOTE: Address validation is currently available in select countries. Additional countries will be added to this feature in phases. Refer to Countries with address validation for a list of countries where address validation is available.

7. Select Next .

The Summary step is displayed.

8. Under the Summary step, review the contact information and, if adjustments are required, select the edit icon for the step.
9. Select Submit.

The Customer Administration page displays a message and confirms the user has been created successfully.

Countries with address validation

Editing Customer contact information

Over time, company names and other account information may change, and keeping account information up-to-date is essential to maintain accurate contact information for shipping and other communication activities.

To edit Customer contact information, follow these steps:

1. Name — Displays the name of the report.
2. Status — Indicates whether the report is active or expired. Use the Status Filter to view reports with a specific status.
3. Requested Date — Displays the date the report was exported.
4. Expiry Date — Displays the date the report expires (for example, 30 days from the Requested Date).
5. Parameters — Displays additional details about the report.

✱ NOTE: Reports remain active in the Reports queue for 30 days.

The Reports page also has the following features:

1. Refresh — Reloads the table to display the latest status of the reports.
2. Download — Exports and saves the report to your computer.
3. Re-Run — Re-exports active or inactive reports.

1. Show Inactive Reports — Toggle on to show inactive reports.
2. Cancel — Stops processing the report, if the report is in the Pending status.

Reseller Contact Info

The Reseller Contact Info page functions as a dedicated area to view and manage Partner contact information. The page displays Partner contact information in a table with the following:

1. Reseller Name — Displays the name of the Partner or company.
2. Account — Displays the account number.
3. Contact Email — Displays the Partner’s company email address.
4. Telephone — Displays the phone number used to contact the Partner.
5. Street 1 — Displays the unit or apartment number, as well as the street name of where the company is located.
6. City — Displays the city where the company is located.
7. State/Province — Displays the State, Province, Region where the company is located.
8. Country — Displays the country where the company is located.
9. Zip Code/Postal Code — Displays the alphanumeric code used for mailing purposes.
10. Private Email — Displays the Partner’s personal email address.

! IMPORTANT: It is important to maintain your private email address. The private email is used to notify you about maintenance and on-call events, as well as notices and technical bulletins, if you are subscribed. Refer to the Subscriptions section above to learn how to manage subscriptions. For more information about email notifications, refer to Emails by MyAdmin.

11. Language — Displays the preferred language of communication for the Partner.
12. Partner Support Phone Number — Displays the phone number Customers can call to receive support. This field displays the Geotab Support number by default, but can be updated to any phone number.
13. Support URL — Displays the URL for a website where Customers can receive support. This field displays the Geotab Community URL by default, but can be updated to any website URL.
14. Dedicated Support Number — Displays the Partner’s dedicated support phone number. This number is displayed in MyGeotab for Customers who are enrolled in Support Services.

✱ NOTE: The email addresses are used to send notifications to Partners. For more information about email notifications, refer to Emails by MyAdmin.

View Partner contact information for a specific account

By default, the Reseller Contact Info page lists Partner contact information for all accounts. To view Partner contact information for a specific account, enter an account number, then click the Refresh button.

✱ NOTE: The Reseller Contact Info page lists the same information that is listed in MyGeotab under Support > Contact. However, if a Customer is enrolled in a Rate Plan with “+ Support” in the name, the Support > Contact page in MyGeotab displays the contact information for Geotab Support.

Add Contact Info

To add Partner contact information, select New. The page reloads to display a form. Enter the requested information, then select Submit.

Edit Contact Info

To edit Partner contact information, select a Partner, then select Edit Contact Info. In the Edit Support Contact Info popup window, edit the contact information as needed, then select OK.

View and monitor database activity

The Database Activity page allows you to monitor the level of activity in Customers’ databases using a graph that illustrates low database utilization, as well as a table with the following information:

1. Customer — Displays the name of the Customer or company.
2. Activity Score — Displays the frequency of activity as a percentage.
3. Active Devices — Displays the number of devices that are currently active in the database.

Database activity is an overall score combining the amount of trips being made, the amount of GPS logs received, the amount of notifications created by the system, and the amount of actions performed within MyGeotab. A low database activity indicates that Customers are not using Geotab services as often and are likely to cancel their subscription. For more information, see the Database Activity Report FAQ. You also have the option to download the database activity information as an Excel file by selecting Export Table.

Support Services

To access information about Support Services, navigate to Support > Support Services from the main menu.

✱ NOTE: In the classic menu, navigate to Admin > Support Services from the main menu.

The Support Services page displays a list of Customers who are currently enrolled in Support Services.

Premium Support Services offered within ProPlus subscriptions are no longer available by default. Partners with Customers currently enrolled in Support Services must enter into a Premium Support Statement of Work with Geotab for a more clear alignment on services that the Partner may want to outsource to Geotab. Partners that outsource Support to Geotab must understand alternative outsourcing to certified Geotab partner options that may provide value to Partners including certification status.

Partners should be familiar with the updated (revised November 2022) Comprehensive Guide to Support at Geotab, as many services are now available to all Customers, including In-App Help learning videos and Live Chat.

The Support Services page does not display a list of Customers by default. To view the list of Customers enrolled in Support Services, enter the Account number, then select Search. The page refreshes to display a table with the following information:

1. Account — Displays the account number.
2. Name — Displays the name of the Customer.
3. Active — Indicates the enrollment status of the Customer.

Shipping

The Shipping classic menu item opens a submenu that allows you to navigate to the Partner Fulfillment page.

Partner Fulfillment

! IMPORTANT: You must have the Shipping-Partner role to use the Partner Fulfillment page. To learn more, refer to the Roles for user access section.

The Partner Fulfillment page functions as a single point of access for third-party partners that use MyAdmin to order products and fulfill orders.

To refine the list of orders, use the following filter options:

1. Shipping Reference Number — View orders based on the shipping reference number.
2. PO Number — View orders based on the purchase order number.
3. From Date — View orders made on or after the specified date.
4. To Date — View orders made on or before the specified date.
5. Status — View orders based on the status
6. 1. Pending Fulfillment — View orders that have been processed, but have not been fulfilled yet.
   2. Fulfilled — View orders that have been fulfilled

✱ NOTE: Select Reset filters to clear your filters.

The Partner Fulfillment table is automatically updated to display results based on your filters:

1. Shipping Reference Number — Displays the shipping reference number.
2. PO Number — Displays the purchase order number.
3. Order Type — Displays the order type (Marketplace Order Now).
4. Status — Displays the status of the order.
5. 1. Pending Fulfillment — Orders that have been processed, but have not been fulfilled yet.
   2. Fulfilled — Orders that have been fulfilled
5. Customer — Displays the Customer’s name and email.
6. Reseller — Displays the Reseller’s company name and email.
7. Order Date — Displays the date of the order.

Select Download to export information in the table to a CSV file.

Additional order information

To view additional information about a specific order, double-click or double-tap on an order from the list. The page refreshes to display a list of orders on the left and detailed information about the selected order on the right, organized into tabs.

Order Details

The Order Details tab is organized into the following sections: Order Details and Shipping.

The Order Details section provides the following information:

1. Customer Name — Displays the Customer’s name.
2. Customer Contact Information — Displays the Customer’s email address.
3. Packing Slip (click to download) — Displays a link to download the packing slip.
4. Reseller Name — Displays the Reseller’s name.
5. Reseller Contact Information — Displays the Reseller’s email address.
6. PO Number — Displays the purchase order number.
7. Customer Comments — Displays comments from the Customer.

The Shipping section provides the following information:

1. Shipping Address — Displays the shipping address for the order delivery.
2. Shipping carrier — Displays the shipping carrier, if applicable.

✱ NOTE: If the order status is Pending Fulfillment, you can change or update this field by choosing an option from the dropdown.

3. Tracking number — Displays the tracking number for the order. You can enter the tracking number.

✱ NOTE: If the order status is Pending Fulfillment, you can change or enter a tracking number in the Tracking number field.

4. Shipping comments (optional) — Displays shipping comments, if applicable.

The Order Details tab also displays a table to provide additional information:

1. Product — Displays the alphanumeric code used to identify the product.
2. Quantity — Displays the number of items for each product in the order.
3. Item Status — Displays one of the following statuses:
4. 1. Pending Fulfillment — The item has been processed, but has not been fulfilled yet.
   2. Fulfilled — The item has been fulfilled.
4. Attributes — Displays the product attributes, such as the selected Keybox option for the IOX-KEYBOX.
5. Serial Number — Displays the serial number for the product.
6. SIM Number — Displays the SIM number associated with the device.
7. IMEI — Displays the unique identifier associated with the device.
8. Actions — Select the pencil icon to edit the table.

Faulty Device Information

The Fault Device Information tab is only displayed if the order is a replacement order (RMA).

The Faulty Device Information tab displays a table to provide additional information:

1. Serial Number — Displays the serial number for the faulty device.
2. Product Code — Displays the alphanumeric code used to identify the fault device.
3. SIM Number — Displays the SIM number associated with the faulty device.
4. IMEI — Displays the unique identifier associated with the faulty device.

Billing

The Billing classic menu item opens a submenu that allows you to navigate to pages related to product pricing, sales stats, monthly billing information, and more.

! IMPORTANT: You must have the required roles to use the billing-related pages. To learn more, refer to the Roles for user access section.

View product pricing

To access and view product pricing, navigate to Billing > Pricing > Product Pricing from the main menu.

✱ NOTE: In the classic menu, Billing > Product Pricing from the main menu.

The Product Pricing page provides the most up-to-date price list for Geotab, and displays prices in USD by default. However, Geotab may choose to provide pricing, invoice, and settlement in other currencies.

Currently, Geotab supports billing in the following local currencies:

1. Australian Dollar (AUD)
2. Canadian Dollar (CAD)
3. Euro (EUR)
4. British Pound (GBP)
5. Mexican Peso (MXN)

✱ NOTE: Partners have the option to receive invoices in either USD or their local currency. Geotab will not allow currency switching where the primary purpose of the switch is to take advantage of the protection that Geotab provides to non-USD currencies. To further discourage arbitrage switching, Geotab has implemented a Currency Switch Fee of $3 per subscription (device) to switch from one currency to another.

The Product Pricing page displays a table with the following information:

1. Product Code — Displays the alphameric code used to identify the product.
2. Description — Displays additional information about the product.
3. Category — Displays the category to which the product belongs:
4. 1. IOX
   2. Beta Products
   3. Services
   4. Installation
   5. Geotab Marketing Material
   6. Suppliers
   7. Prototype
   8. Harnesses/Adapters
   9. Hardware Accessories
   10. GO Key/Driver Tags
   11. Custom Services
   12. GO Vehicle Kits/GO Devices
4. Reseller Cost — Displays the cost the Partner pays for the product.
5. MSRP Cost — Displays the manufacturer-recommended price for the product.

You also have the option to view product prices by account, category, or product code.

Regional pricing policy overview

To access information about the regional pricing policy, navigate to Billing > Pricing > Regional Pricing Policy from the main menu.

✱ NOTE: In the classic menu, navigate to Billing > Regional Pricing Policy from the main menu.

The Regional Pricing Plan page provides information about the regional pricing policy, a table that displays an overview of the pricing for each Rate Plan by region, and a table that specifies the countries included in each region. To view pricing for specific regions or categories, go to the Rate Plans page.

✱ NOTE: Regional pricing does not necessarily indicate product availability in a country.

View online order sales data

To access and view online order sales data, navigate to Billing > Sales Stats from the main menu.

The Online Order Sales page displays a graph to illustrate GO device sales statistics for a specific month (in the previous six months) and/or product code, and provides a sales summary, including the total monthly cost. You have the option to view the sales statistics in a Pie graph or Bar graph format.

✱ NOTE: The graph displays devices by type and provides order statistics for the specified period. The order statistics may not match what shipped for the same period. Individual parts may be viewed by expanding the Data section to see total counts for all parts. Use the Export Data button to export the information as a .csv file.

View monthly billing for subscriptions

To access and view billing information for monthly subscriptions, navigate to Billing > Monthly Bills from the main menu.

✱ NOTE: In the classic menu, navigate to Billing > Monthly Billings from the main menu.

The Monthly Billing page displays the monthly billing summary for all devices by region, as well as Marketplace solutions. The Monthly Billing page does not display monthly billing information by default.

To view the monthly billing summary by region, use the following search options, then select Look Up:

1. Account — View monthly billing information for the specified account.
2. Billing Period — View monthly billing information for the selected month.
3. Advanced Options:
4. 1. Plan Type Filter — View monthly billing information based on the selected plan type: All Plan Types, Garmin, Hours of Service, Live, Marketplace Add-on, Rental, Satellite, and Support.
   2. Customer Filter — View monthly billing information for a specified Customer.

The page refreshes to display a table with the following information for each subscription:

1. Cost Region — Displays the regional pricing policy used to calculate the cost.
2. Plan Name — Displays the name of the Rate Plan and the calculation to convert to the account currency.
3. Device Plan — Displays the Device Plan of the device, if applicable.
4. Total Billed Items — Displays total prorated quantity to be billed.
5. Cost — Displays the total cost for the month.

✱ NOTE: Any plans activated part way through the month are prorated, so you are billed for only the portion of the month that the device has been active.

View and export records

The View Records button displays a table below the billing summary that provides a detailed view of the billing.

The table includes the following information:

1. Billing Info — Displays the name of the Rate Plan.
2. Device — Displays the device serial number.
3. Account — Displays the account number associated with the subscription.
4. Database Billed — Displays the database associated with the billing line item.
5. Extended from Database — Displays the names of the originating databases when a device has extended services from a database in the selected billing period. For primary plans, the Extended from Database column shows N/A.
6. SIM Card — Displays the SIM card number associated with the device.
7. IMEI — Displays unique device identifiers used by carriers and manufacturers to identify specific devices. Without the identifiers, devices cannot connect to a network. IMEI numbers are used by carriers that support GSM, UMTS, and LTE wireless technology, and are 14-16 digits.
8. VIN — Displays the Vehicle Identification Number (VIN) of the vehicle that the device is installed in.
9. Assigned PO — Displays the Purchase Order (PO) number, assigned at the time of purchase.
10. Customer — Displays the name of the Customer to whom the device is assigned.
11. Active Since — Displays the date the subscription was activated.
12. Bill Days — Displays the (prorated) number of days billed for the subscription.
13. Cost — Shows the monthly fee per device.
14. Rate Plan Code — Displays the promo code applied to the device.
15. Rate Plan Code Expiration Date — Displays the date the promo code expires.
16. Cost Region — Displays the regional pricing applied to the billing plan.
17. Comments — Displays any comments.

The Export Records button exports and downloads the monthly billing information as a CSV file.

View and export database records

The View Database Records button displays a table below the billing summary that provides an overview of the billing by database only.

The table includes the following information:

1. Billing Info — Displays the name of the Rate Plan.
2. Database — Displays the database associated with the billing line item.
3. Account — Displays the account number associated with the subscription.
4. Active Since — Displays the date the subscription was activated.
5. Bill Days — Displays the number of days billed.
6. Cost — Shows the monthly fee per subscription.
7. Comments — Displays any comments.

The Export Database Records button exports the database-specific monthly billing information as a CSV file.

Rate Plans

The Rate Plans page provides an overview of the monthly Rate Plans available for an account. Use the Account, and Region filters to view specific Rate Plan information, then select Search.

You can also use column filters on the table to search for partial keywords. For example, if you filter and search for “Pro” under Device Plan, any results that include that keyword will display (such as Pro and ProPlus plans).

The table includes the following information:

1. Rate Plan — Displays the name of the billing plan.
2. Monthly Fee — Displays the monthly fee for the associated Rate Plan.
3. Device Plan — Displays the level of functionality for the device (for example Base, Pro).
4. Rate Plan Family — Displays the Rate Plan Family. A Rate Plan Family is a grouping of Rate Plans.
5. Data Sharing — Indicates whether the Rate Plan is a Data Sharing Rate Plan.

Server Status

The Server Status classic menu item opens a submenu that navigates to pages related to server status updates.

! IMPORTANT:The Server Status and Server Notifications pages are no longer available, and redirect to the Current Known Issues page if selected.

MyInstall

The MyInstall classic menu item opens a submenu that navigates to pages related to installation checks, work orders, installation reports, and more.

To use MyInstall, you must have the following:

1. MyAdmin login information
2. GO device serial number
3. Vehicle information (vehicle name, license plate, VIN, make, model, year)

For more detailed information about MyInstall and the MyInstall sub-pages, refer to the MyInstall User Guide.

! IMPORTANT: Be sure you have the required roles to use the installation-related pages. To learn more, refer to the Roles for user access section.

Installation Services

The Installation Services page functions as a single point of access for installation-related pages — New installation, Swap devices, Service device, and Remove device. To access a page, select the card.

New Installation

The New installation page allows you to verify device installation status, detect connected equipment, register vehicle information, document images of the installation, and determine whether the device is communicating with the database. For detailed information, follow the steps outlined in the MyInstall User Guide.

! IMPORTANT: The Geotab MyInstall installation verification service verifies only that the device is installed in a way that allows communication with Geotab. It does not verify that the device is installed safely or in accordance with Geotab documentation.

Remove Device

The Remove device page allows you to submit reports for device removal services. The page displays the following steps: Device serial number, Vehicle information, and Installation photos. For detailed information, follow the steps outlined in the MyInstall User Guide.

Swap Devices

The Swap devices page allows you to submit reports for device swap services. For detailed information, follow the steps outlined in the MyInstall User Guide.

Service Device

The Service device page allows you to verify services performed on devices. A device can be serviced for multiple reasons, including but not limited to:

1. Device issues
2. Harness and/or wiring issues
3. IOX cable issues
4. Suspected tampering
5. Other

For detailed information, follow the steps outlined in the MyInstall User Guide.

Work Orders

✱ NOTE: The Work Orders page is applicable to Geotab Authorized Installers only.

Find a work order

On the Work Orders page, view the work orders that are assigned to your account. To find a specific work order, use the search bar by typing a company name or address or use the filter the Work Orders to view them in a specific order (for example, newest to oldest or A to Z) by tapping Filter.

Viewing more information about a work order

To view additional information, follow these steps:

1. Navigate to Installation > Work Orders from the main menu.

✱ NOTE: In the classic menu, navigate to MyInstall > Work Orders from the main menu.

2. Select a work order from the list.

The selected work order expands to display the following information:

1. Address — Displays the company address
2. Contact and Contact Phone Number — Displays the company contact name and telephone number
3. Install Comments — Displays the installation details

You have the option to view the location on the map by tapping the address, and starting a call by tapping the telephone number.

Start a new installation

To start a new installation, select the desired work order and tap Start installation, then follow the steps outlined in the New Installation section in the MyInstall User Guide.

Installation Reports

The Installation Reports page allows you to view details of the installation checks you have completed. The Installation Reports page does not display a list of installation reports by default. To view a list of installation reports, enter the device serial number or vehicle name, and select the date range, then select Search.

Find installation reports using filters

You can also filter by Installer company, Partner account, Customer database, Work order reference, and Purchase order number to further narrow the search results. The page lists the device Serial Number, Date, Status, Vehicle name, Vehicle details, and Installer information for each device that was installed within the specified date range, as well as a Photos column. Select Download to export the search results. The CSV file includes all installation details.

For detailed information about an installation, select a serial number from the list. The page refreshes to display installation-related information, vehicle details, device status, and photos of the installation.

Installation Guides

The Installation Guides submenu item links to the Installation documentation area of the Geotab website. The Installation Documentation page on the Geotab website lists links for installation documents for GO devices, IOXs, and harnesses.

The page also includes an area to search for an Authorized Geotab Installer to install Geotab products.

Resources

The Resources menu item links to the sales.geotab.com website and provides Partners access to the following resources:

1. Reseller Learning Resources — Access training and instructional resources in multiple languages.
2. Products & Solutions — Access information about Geotab products and solutions.
3. Marketplace Partners — View information about current Marketplace Partners and access Marketplace resources.
4. Competitive Intelligence — Access battle cards that provide information about the company's products, services, and/or pricing.
5. Reseller Marketing Resources — View information about Geotab, access country-specific industry information, case studies and industry-specific white papers, and access blog and social media resources.

1. News & Alerts — View the latest Geotab news and access archived newsletters.

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