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 act 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 a group
Go to the Groups app.
Click Create Group.
Name the group. You can also write a description of the group.
Click Next.
Assign assets to the group. Select individual assets from the list (ticking the checkbox next to the asset name) or use the asset search to find and assign assets to your group.
You can search for specific assets by name, brand, type, model, production year, VIN, and external reference
You can also search for multiple assets at once, by entering the telematics device serial numbers, separated by commas
Click Next.
Assign people to the group. The people you select here, will have access to the assets that are added to the group.
Note: People with access to all assets will automatically see the groups you create.
Click Next.
Review your group, and click Create Group, to finish and save.
Delete a group
Go to the Groups app.
There are two options for deleting groups:
For deleting individual groups, click the three-dot symbol and select Delete group
For deleting multiple groups as once, select the ones you no longer need and click Delete groups in the blue bar at the bottom of the screen
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