Groups can be used to organise your assets into different areas or divisions within your organisation, and restrict which assets your users have access to.
Want your service team to only see the other service vehicles, and not management vehicles? Then create a Service group for your service assets, and add the service group to each user in your service team. Do the same with the management team, setting up a Management group. then applying this group to each user profile of your management team.
There are 2 different types of Groups you can set up:
An Asset Group is a group of assets that are tracked - this could be vehicles or plant (if you have other items tracked).
A Geofence Group is a group of geofences - this could be homes, metal recyclers, suppliers or even sushi shops etc. These groups are for use in the Geofence Report - these groups will show on reports if this is selected within the geofence set up.
To set up either of these types of Groups, there are 3 places where you can do this - the My Assets page, the Settings page and the Profile page of each individual vehicle. Please follow the steps below to set up a group.
The directions for adding a vehicle to a group on your profile page can be found here
My Assets
1. From the side bar, select My Assets.
2. On the My Assets page, click on the blue Manage Groups button.
3. The Manage Groups page will open. This page displays all of the current vehicle and geofence groups. On this page, you can add an Asset Group or a Geofence Group.
To add a new asset group, click on the blue Add Asset Group button. To add a geofence group, click the blue Add Geofence Group button.
4. A pop up box will open. Tick the assets you would like to add to this group, then press the blue Create button to create this new group.
Settings
1. From the side bar, select Settings and then Groups from the drop down menu.
2. This page displays all of the current asset and geofence groups. On this page you can add an Asset Group or a Geofence Group.
To add a new asset group, click on the blue Add Asset Group button. To add a geofence group, click the blue Add Geofence Group button.
4. A pop up box will open. Tick the assets you would like to add to this group, then press the blue Create button to create this new group.
Profile Page
1. From the side menu, open the My Assets page.
2. Find the vehicle you wish to add to a group. Press the blue Profile button underneath that vehicle.
3. To add a group, click on the blue Create a new group button to be taken to the Groups page.
4. To add an asset group, click the blue Add Asset Group button. To add a geofence group, click the blue Add Geofence Group button.
5. A pop up box will open. Fill in the name of the asset group you are adding. Tick the assets you would like to add to this group, then press the blue Create button to create this new group.