Groups & Locations¶

Groups and locations let you tag user accounts to help searching and filtering across the insights within Clevr360. Groups also help you manage user access to important data.

Groups¶

How to get to Groups¶

Navigate: Accounts Groups.

What is a Group?¶

A group contains any number of user accounts from your connected services. A Group can be a department within your organisation, a set of specific user accounts (e.g., Meeting rooms), or a group of people brought together for a project.

Groups also enable SuperAdmin users to provide restricted access to user accounts to other users of Clevr360.

A Group can contain up to four sub-groups. Each with different user accounts and access controls. A user account can be added to multiple Groups.

Creating a Group¶

Click + Add a group

Enter the name of the Group. If the Group name already exists, you will need to choose a different name.

Click Next: group visability

A list of Clevr360 will be shown. Any SuperAdmin user will bee ticked as these user have full access within Clevr360.

Tick any Admin or Standard users you want to have access to the Group.

Click Next: add people to group

Tick the user accounts you want to add to the group. This is optional, user accounts can be added and removed later.

Once ready, click Create group

The Group is added to the bottom of the Group tiles.

Group menu¶

Clicking the ellipsis menu to the right of a group tile will display a menu.

• Add / remove user accounts
• Create a sub-group
• Move a Group
• Edit a group name
• Manage visability
• Delete group

Locations¶

Locations are tags that can be added to a user account, which can then be searched and filtered on within insight.

How to get to Locations¶

Navigate: Accounts Locations.

Creating a Location¶

Click + Add a location

Enter the name of the location and and address.

Click Next

Tick the user accounts you want to add to the Location. This is optional, user accounts can be added and removed later.

Once ready, click Create location

The Location is added to the bottom of the Location tiles.

Location menu¶

Clicking the ellipsis menu to the right of a location tile will display a menu.

• Add / remove user accounts
• Edit location
• Delete location