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Podręcznik użytkownika MyAdmin
Dowiedz się więcej o stronach i funkcjach MyAdmin. Niniejszy przewodnik zawiera szczegółowe informacje oparte na hierarchii menu MyAdmin, a także wskazówki krok po kroku dotyczące korzystania z MyAdmin do zamówień, wysyłek, zarządzania kontami i urządzeniami oraz RMA.

User Guide

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Last updated: June 2026

Home

Introduction to MyAdmin for Partners

Our help content has moved! To learn more about MyAdmin, see the Introduction to MyAdmin for Partners help article (Partner login required).

Navigating MyAdmin

Our help content has moved! To learn more about MyAdmin navigation, see the Navigating MyAdmin help article (Partner login required).

Getting started with your MyAdmin homepage

Our help content has moved! To learn more about the MyAdmin homepage, see the Your MyAdmin homepage help article (Partner login required).

Introduction to your Geotab insights dashboard

Our help content has moved! To learn more about the Geotab insights dashboard, see the Geotab insights dashboard help article (Partner login required).

MyAdmin Login Credentials

Our help content has moved! To learn more about account security responsibilities, see the MyAdmin login credentials help article (Partner login required).

Product Guides and SDKs

Our help content has moved! To learn more about SDKs, see the Software Development Kit (SDK) help article. (Partner login required).

Database Majority Account

Our help content has moved! To learn more about Database Majority Accounts, see the Database Majority Account help article (Partner login required).

Accessing MyGeotab databases

Our help content has moved! To learn more about accessing MyGeotab databases, see the Access databases with your MyAdmin credentials help article (Partner login required).

User Preferences and Credits

Personalize your MyAdmin experience

Our help content has moved! To learn more about MyAdmin user preferences, see the Personalize your MyAdmin experience help article (Partner login required).

Changing or resetting your password

Our help content has moved! To learn more about changing your password, see the Change or reset your password help article (Partner login required).

View credits for third-party libraries in MyAdmin

Our help content has moved! To learn more about third-party library credits, see the Credit for third-party libraries help article (Partner login required).

Assigned Permissions

Our help content has moved! To learn more about assigned permissions, see the Assigned roles and permissions in MyAdmin help article (Partner login required).

Store

Shop

Our help content has moved! To learn more about Shop, see the Shop help article (Partner login required).

Orders & Returns

Order Management

Our help content has moved! To learn more about order management, see the Manage orders help article (Partner login required).

Return Management

Our help content has moved! To learn more about return management, see the Manage returns help article (Partner login required).

About replacement orders

Our help content has moved! To learn more about replacement orders, see the Replacement orders help article (Partner login required).

Find a Geotab Returns Center to return a product

Our help content has moved! To learn more about Geotab Returns Centers, see the Geotab Returns Centers help article (Partner login required).

Shipping

Managing orders as a Marketplace Partner

The Partner Fulfillment page (Store > Shipping > Partner Fulfillment) is a single point of access for Marketplace Partners that use MyAdmin to fulfill Marketplace Order Now orders.

When a Customer orders a product from the Marketplace, the order is sent to their Partner for approval. Once approved, the order is displayed in Partner Fulfillment for Marketplace Partners to manage. For more information about fulfilling these orders, refer to Fulfilling Marketplace Order Now orders.

Filter or search for fulfillment orders

Use the following filter options to narrow the list of fulfillment orders. The table is updated in real-time.

  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
    1. Pending Fulfillment — View orders that have been processed, but have not been fulfilled yet.
    2. Fulfilled — View orders that have been fulfilled.
    3. Canceled – View orders that have been canceled by the Customer.

NOTE: Select Reset filters to clear your filters.

Understanding the Partner Fulfillment table

The Partner Fulfillment table updates in real-time as you modify 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.
    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. Partner — Displays the Partner’s company name and email.
  7. Order Date — Displays the date of the order.

View details for a specific fulfillment order

The Partner Fulfillment page (Store > Shipping > Partner Fulfillment) is a single point of access for Marketplace Partners that use MyAdmin to fulfill Marketplace Order Now orders.

As a Marketplace Partner, you can view additional information about a specific order by double-clicking or tapping the fulfillment order from the list. The page refreshes to display detailed information about the selected fulfillment order.

Order status

The order status is displayed and shows the current status of the order:

  1. Incomplete Marketplace Order
  2. Fulfilled Marketplace Order

You can perform the following actions on this page for Incomplete Marketplace Orders:

  1. Mark as fulfilled — Select this to mark the fulfillment order as complete.
  2. Save & finish later — Select this to save any changes you made to the fulfillment order and complete it at a later time.
  3. Bulk import — Select this to bulk upload device records.
  4. Clear all — Removes all the information you entered in the product table.

Order Details

The Order Details section shows a summary of the fulfillment order with the following details.

  1. Customer Name — Displays the name of the Customer who submitted the fulfillment order.
  2. Customer Contact Information — Displays the Customer’s email address.
  3. PO Number — Displays the purchase order number associated with the fulfillment order.
  4. Partner Name — Displays the Partner’s name.
  5. Partner Contact Information — Displays the Partner’s email address.
  6. Customer Comments — Displays any comments entered by the Customer during the checkout process.

Shipping

The Shipping section allows you to track shipping details for the fulfillment order.

  1. Shipping Address — Displays the shipping address for the order delivery.
  2. Shipping carrier — Displays the shipping carrier, that will handle the delivery of the fulfillment order, if applicable.
  3. ✱ NOTE: If the order status is Pending Fulfillment, you can change or update the Shipping carrier field by choosing an option from the dropdown.

  4. Tracking number — Displays the tracking number for the order. You can enter the tracking number.
  5. ✱ NOTE: If the order status is Pending Fulfillment, you can change or enter a tracking number in the Tracking number field.

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

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

  1. Product — Displays the SKU 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:
    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.

Fulfilling Marketplace Order Now orders

The Partner Fulfillment page (Store > Shipping > Partner Fulfillment) is a single point of access for Marketplace Partners that use MyAdmin to fulfill Marketplace Order Now orders.

When a Customer orders a product from the Marketplace, the order is sent to their Partner for approval. Once approved, the order is displayed in Partner Fulfillment for Marketplace Partners to manage.

To fulfill a Marketplace Order Now order, follow these steps:

  1. Navigate to Store > Shipping > Partner Fulfillment from the main menu.
  2. Select Status, then Pending Fulfillment to show orders that have been processed, but have not been fulfilled yet.
  3. Double-click or tap on an order to open the order details.
  4. Under Shipping, select a Shipping carrier from the dropdown, then enter the Tracking number.
  5. (optional) In the product table, select the pencil icon under Actions to edit the following fields:
    1. Serial Number — Enter the serial number associated with the device, if applicable.
    2. SIM number — Enter the SIM number associated with the device, if applicable.
    3. IMEI — Enter the unique identifier associated with the device, if applicable.
  6. (optional) Select Save & finish later to complete the fulfillment order at a later time.
  7. Select Mark as fulfilled to complete the order.

You have successfully fulfilled a Marketplace Order Now order.

Downloading a fulfillment order report

The Partner Fulfillment page (Store > Shipping > Partner Fulfillment) is a single point of access for Marketplace Partners that use MyAdmin to fulfill Marketplace Order Now orders.

You can download a CSV report of fulfillment orders to view or share with other people in your company.

To download a CSV report of fulfillment orders, follow these steps:

  1. Navigate to Store > Shipping > Partner Fulfillment.
  2. Use the filters to refine the list of fulfillment orders.
  3. Select Download.

A CSV file is downloaded to your computer.

Marketplace Solutions

Our help content has moved! To learn more about managing Marketplace solutions, see the Manage solutions in the Marketplace help article (Partner login required).

Understanding the Marketplace Solution Pricing table

Our help content has moved! To learn more about managing pricing for Marketplace solutions, see the Manage pricing for Order Now-enabled solutions help article (Partner login required).

Devices

Device Management

Before installing a device – Important information

Our help content has moved! To learn more about GO device installation best practices, see the Essential information before GO device installation help article (Partner login required).

Manage devices

Our help content has moved! To learn more about device management, see the following articles (Partner login required):

  1. Device management in MyAdmin help article
  2. Manage a single device help article
  3. Manage multiple devices help article

Rate Plans in Device Management

Our help content has moved! To learn more about Rate Plans in Device Management, see the Rate Plans and Device Plans help article (Partner login required).

Registering a third-party device

Our help content has moved! To learn more about registering a third-party device, see the Third-party devices help article (Partner login required).

Updating to latest beta firmware version

Our help content has moved! To learn more about beta firmware versions, see the Beta Firmware Program help article (Partner login required).

Add-Ins

Add-In Subscriptions

Our help content has moved! To learn more about Add-Ins, see the Manage software Order Now help article (Partner login required).

Installation

Verify an Installation

About Installation Services

Verify an Installation allows you to manage installation and service verifications for devices, as well as manage Installers that can perform these services.

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Types of installation services

  1. New installation — Installers can verify that they installed a new device to an asset.
  2. Remove device — Installers can verify that they removed a device from an asset.
  3. Swap devices — Installers can verify that they swapped a device in an asset. This includes removing an old device, and installing a new one to replace it.
  4. Service device — Installers can verify that they serviced a device for different reasons, such as device issues, harness and/or wiring issue, IOX cable issue, and more.

Installers can learn more about Installation Services and detailed step-by-step instructions in the MyInstall User Guide.

Types of installers

Installation Services allows you to manage installation and service verifications for devices, as well as manage Installers that can perform these services.

Types of installers

There are three types of installers that can verify these installation services. Here’s how they differ and where they verify installation and services:

  1. Geotab Authorized Installer (also known as Certified Installers) — Geotab Authorized Installers are carefully vetted by Geotab, and possess a high level of technical knowledge about Geotab products. Geotab Authorized Installers verify installation services through MyAdmin. To become a Geotab Authorized Installer, Installers must apply and pass the Installer Certification Test.
    1. Become a Geotab Authorized Installer
  2. Trusted Installer — Trusted Installers are a specific group of Geotab Authorized Installers who have been selected by Geotab to perform installation services on our behalf. These Installers are initially added as a Trusted Installer user by Geotab, but can later be self-managed (such as adding and managing other Trusted Installer and Installer users, activating and deactivating user accounts, accessing MyInstall and Helpdesk in MyAdmin, and so on).
  3. Partner Installer — Partner Installers are Installers hired by the Partner. These Installers need to be added as a MyAdmin user to verify installation services through MyAdmin via Installation Services.
  4. Public Installer — Public Installers do not need any credentials to verify installation services. They verify installation services through install.geotab.com.

Installers can learn more about Installation Services and detailed step-by-step instructions in the MyInstall User Guide.

Work Orders

Using work orders for Geotab Authorized Installers

Installation Services allows you to manage installation and service verifications for devices, as well as manage Installers that can perform these services.

Work orders

NOTE: Work orders are applicable to Geotab Authorized Installers only.

Work orders are created by Geotab and assigned to Geotab Authorized Installers. If you have an active work order, you can access it by navigating to Installation > Verify an Installation. MyAdmin will automatically direct you to the Work Orders page, where you can select the work order and proceed with the verification process.

Each work order includes the following information:

  1. Company name and address — The company for which the Installer is performing services.
  2. Work order number — A unique ID for the work order.
  3. Contact name and phone number — The name and phone number of the company contact that requested the installation or service.
  4. Type of service requested — Indicates the type of service requested (installation, removal, add-on, and more)

For detailed step-by-step instructions on verifying an installation or service, refer to the MyInstall User Guide.

Finding a work order

To find a specific work order, use the search bar by typing a company name or address on the Work Orders page. Results are updated in real-time.

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Click or tap on the work order to view additional information.

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

Installation Report

Tracking installation and service verifications

Installation Services allows you to manage installation and service verifications for devices, as well as manage Installers that can perform these services.

Filter or search for verified installation or services

You can view details of the installations and services verified on the Installation Report page (Installation > Installation Report).

Use the following filters to narrow the list of installation and services, then select Search:

  1. From date and To date — View verified installation and services within the specified date range.
  2. Search by serial number or vehicle name — View verified installation and services for a specific device serial number, or vehicle name.
  3. Installer company — View verified installation and services for the specified Installer company.
  4. Account — View verified installation and services under the specified Account.
  5. Database — View verified installation and services under the specified MyGeotab database.
  6. Work order reference — View verified installation and services for a work order.
  7. PO number — View verified installation and services with the specified Purchase Order number.

Understanding the Installation Report table

Once you select Search with the required filters, the page refreshes to display a table with the following information.

  1. Serial Number — Displays the device serial number.
  2. Date — Displays the date when the service was performed.
  3. Service performed — Displays the service performed:
    1. Installation (public) — Public Installer verified a device installation to an asset.
    2. New Installation — Geotab Authorized Installer or Partner Installer verified a device installation to an asset.
    3. Swap — Installer verified a device swap in an asset.
    4. Removal — Installer verified a device removal from an asset.
    5. Service — Installer verified a service performed due to a malfunction (such as device issue, harness and/or wiring issue, IOX cable issue, and more).
  4. Status — Displays one of the following communication statuses for the device:
    1. PASS — The device has successfully communicated with the network in the last 24 hours (GO device) or 75 hours (GO Anywhere).
    2. FAIL — The device has not communicated with the network in the last 24 hours (GO device) or 75 hours (GO Anywhere).
    3. Removed — The device has been removed from the asset.
  5. Vehicle name — Displays the vehicle name.
  6. Vehicle details — Displays the make, model, and year of the vehicle.
  7. Installer — Displays the email address of the Installer.
  8. Installer company — Displays the Installer company name.
  9. Photos — Displays the number of photos uploaded for the verification.

View installation report details

Once an installation or service has been verified by an Installer, the completed job is recorded on the Installation Report page. You can view complete details by navigating to Installation > Installation Report, then selecting the device's serial number.

This provides you with a comprehensive record of all critical data associated with that specific job, allowing you to quickly verify key data points and confirm the scope of work completed.

Installation Details

  1. Serial number — Displays the device serial number.
  2. Date — Displays the date when the service was performed.
  3. Device status — Displays one of the following communication statuses for the device:
    1. PASS — The device has successfully communicated with the network in the last 24 hours (GO device) or 75 hours (GO Anywhere).
    2. FAIL — The device has not communicated with the network in the last 24 hours (GO device) or 75 hours (GO Anywhere).
    3. Removed — The device has been removed from the asset.
  4. Account — Displays the unique account number associated with the item.
  5. Account name — Displays the company name associated with the account.
  6. Database — Displays the associated Customer's database name in MyGeotab.
  7. Removed device serial number — Displays the device serial number, if a device was removed.
  8. Purchase Order Number — Displays the purchase order number.

Vehicle Information

  1. Vehicle name — Displays the vehicle name entered during the checkout process.
  2. License plate — Displays the associated vehicle’s license plate number.
  3. VIN — Displays the associated vehicle identification number (VIN).
  4. Vehicle details — Displays the make, model, and year of the vehicle.
  5. Odometer — Displays the associated vehicle’s odometer in km or miles.
  6. Engine hours — Displays the recorded engine hours from the vehicle's gauge at the time of installation or service.
  7. Camera ID — Displays the installed camera identification (ID) number, if applicable.
  8. Asset type — Displays the asset type (such as vehicle, trailer, equipment or container).
  9. Installation comments — Displays comments entered during the installation verification process, if applicable.

Service Information

  1. Service performed — Displays the service performed:
    1. Installation (public) — Public Installer verified a device installation to an asset.
    2. New Installation — Geotab Authorized Installer or Partner Installer verified a device installation to an asset.
    3. Swap — Installer verified a device swap in an asset.
    4. Removal — Installer verified a device removal from an asset.
    5. Service — Installer verified a service performed due to a malfunction (such as device issue, harness and/or wiring issue, IOX cable issue, and more).
  2. Service type — Displays the specific reason the service check was performed (such as device issue, harness and/or wiring issue, IOX cable issue, and more).
  3. Work order reference — Displays the reference ID assigned to the job for this specific installation or service.
  4. Work order services — Displays the specific services requested, completed, and certified by the Geotab Authorized Installer. This confirms the scope of work performed for this specific job.

Installer Information

  1. Installer — Displays the email address of the Installer.
  2. Installer company — Displays the Installer company name.
  3. User type — Displays the Installer’s user type (Installer, Trusted Installer, or other)

Connected Equipment

  1. Harness — Displays the harness connected to the device, if applicable.
  2. IOX cables — Displays any IOX cables connected to the device, if applicable.
  3. Auxiliary port — Displays all triggered auxiliary ports (if IOX-AUXM, IOX-ANALOG, or IOX-WRKS are connected)
  4. Hardware comments — Displays comments entered about the connected equipment, if applicable.
  5. IOX Configuration

  6. This only displays when an Installer has configured connected IOX devices.

    1. IOX — Displays the name of the IOX device.
    2. Serial number (IOX device) — Displays the serial number of the IOX device.
    3. CAN bus — Displays the status or details of any external controller area network (CAN) bus connected via the IOX, if applicable.
    4. Refrigeration unit — Displays the make, model, and harness used to successfully integrate the vehicle's refrigeration unit.
    5. Tachograph — Displays the connection points (CANC or Frontal).
    6. Door sensors — Displays the status and connection input for each monitored door.
    7. Thermograph — Displays whether the thermograph has been enabled.
    8. Temperature sensors — Displays the number of temperature sensors currently toggled as active (1, 2, or 3) within the cargo area.
    9. Configuration comments — Displays comments entered during the IOX setup and configuration process, if applicable.
  7. Device Status

  8. Last communicated — Displays the date and time when the device last communicated.
  9. Last valid GPS record — Displays the date and time when a valid GPS location was last received.
  10. Last ignition record — Displays the date and time when the ignition status was last recorded.
  11. Last engine record — Displays the date and time when engine data was last read from the vehicle.
  12. Allow downloads — Displays whether MyGeotab is allowed to download data for a given device. If No is displayed, it may indicate that the device did not have an active owner assigned when it was first connected.
  13. SIM active — Displays the status on the SIM card.
  14. Possible issues — Displays possible issues with ignition, GPS and cellular connectivity.
  15. Result comments — Displays the status of engine data and AUX logs.
  16. Engine protocol — Displays detected engine protocol.

Downloading installation reports

Installation Services allows you to manage installation and service verifications for devices, as well as manage Installers that can perform these services.

You can download a CSV report of installation and service verifications to view or share with other people in your company.

To download a CSV report of orders, follow these steps:

  1. Navigate to Installation > Installation Report from the main menu.
  2. Use the filters to refine the list of orders, then select Search.
  3. Select Download.

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A CSV file is downloaded to your computer.

Customers

Our help content has moved! To learn more about managing Customers, see the following articles (Partner login required):

  1. Manage Customers in MyAdmin help article
  2. Customer profile and shipping addresses help article
  3. Customer audit logs

Override address validation for Customer contacts

Our help content has moved! To learn more about address validation, see the Address validation for accurate Customer records help article (Partner login required).

Billing

Monthly Bills

Our help content has moved! To learn more about the monthly billing summary, see the Manage your monthly bills help article (Partner login required).

View billing report by device

Our help content has moved! To learn more about the device billing report, see the Billing report by device help article (Partner login required).

View billing report by database

Our help content has moved! To learn more about the database billing report, see the Billing report by database solutions help article (Partner login required).

Invoices & Subscriptions

Our help content has moved! To learn more about invoices and subscriptions, see the Manage invoices and subscriptions help article (Partner login required).

Rate Plans

Review Rate Plans available for your account

Our help content has moved! To learn more about Rate Plans, see the Rate Plans available for your account help article (Partner login required).

Pricing

Our help content has moved! To learn more about pricing, see the Pricing help article (Partner login required).

Alerts

Our help content has moved! To learn more about alerts in MyAdmin, see the Important alerts in MyAdmin help article (Partner login required).

Downloads

Our help content has moved! To learn more about downloading reports, see the Manage requested reports help article (Partner login required).

Configurations

User Management

Account security and logging into MyAdmin

Our help content has moved! To learn more about account security, see the Account security and logging into MyAdmin help article (Partner login required).

Managing users in MyAdmin

Our help content has moved! To learn more about managing users, see the Manage users in MyAdmin help article (Partner login required).

Manage Partner Installers

Our help content has moved! To learn more about managing Partner Installers, see the Manage Partner Installers help article (Partner login required).

Viewing and downloading a user’s audit logs

Our help content has moved! To learn more about user audit logs, see the User audit log help article (Partner login required).

Support

Helpdesk Tickets

Our help content has moved! To learn more about helpdesk tickets, see the Support tickets help article (Partner login required).

Partner Contact Information

Our help content has moved! To learn more about managing your contact information, see the Partner contact information help article (Partner login required).

Support Contact Information

Our help content has moved! To learn more about support contact information, see the Regional Support contact information help article (Partner login required).

Support Services

Our help content has moved! To learn more about Support Services, see the Support Services help article (Partner login required).

Vehicle Eligibility

Our help content has moved! To learn more about vehicle eligibility, see the Vehicle eligibility help article (Partner login required).

Events

Our help content has moved! To learn more about events, see the Events and webinars help article (Partner login required).

What’s New Archive

For a list of previous What’s New releases, see the What’s New archive help article (Partner login required).

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