Create focused views to zoom in on a particular set of assets and grant users access to only the assets relevant to them. Additionally, groups can be used to pull reports and set up alerts for a specific set of assets.
How groups work
Groups acts like simple workspaces that can be used to focus your fleet overview by narrowing to a subset of assets. Alternatively, use groups to structure your fleet in a way that makes sense to your business.
Examples of groups:
By Site - Assets located at a certain site
By Customer - Assets shared with a certain customer
By Region - Assets available in a specific region
By Depot - Assets managed by a certain branch office
24V Machines - For monitoring 24V electric equipment
Sold Equipment - Sold equipment waiting for transfer
Make sure you have the correct user rights enabled when you want to create groups:
Go to Administration > Users > Click on the user and tick Updating rights under the module ‘Settings’. See more about user rights here
Create group
Go to Groups
Click Create Group
Name the group. You can also write a description of the group
Use the asset search to find and add assets to your group.
You can search for specific assets by name, brand, type, model, production year, VIN, and external reference
Switch to the People tab and add the users you want to have access to the assets in the group. Note: People with access to all units will automatically see the groups you create
Click Create Group again to finish and save
From the Fleet app in the left-hand menu, you can now filter the view for the specific groups you have created.
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