In this article we will go what a Group is, how to create a User Group and how to Edit an Existing User Group.
What is a User Group?
Each User must be assigned a User Group. A User Group can be a Single Property, Multiple Properties under the same Property Management Company, or a custom mix of otherwise unrelated Properties as would be seen in a Patrol Route for example.
The Group Management assignment is a feature that allows you to group Properties into a named Group within your silvertracker.net portal.
The customization of this feature allows you to assign Users to view only specific Properties based on several factors such as their assigned User Role, or by a Patrol Route, Region, District or Management Company that they have been assigned to.
How to Create a Group
To add a new Group, hover over the Properties tab at the top of the page and select Group Management:
Click Add New Group >> Name the new Group you are creating in the New Group Name field >> click Add
Your new Group will now be available in the drop down menu on the screen. The next step will be assigning Properties to the new Group.
Select the new property in the drop down menu.
A list of the active properties in the system will be displayed on the screen with selection boxes next to each one. Select the Properties you wish to include in this Group.
At the bottom of the screen you will see a Display in Handheld option. Selecting this option will display the Group as a Route for selection by Users of the Silvertrac App.
Example: If you were to add a group for a patrol route that consisted of 15 possible stops, you would want to display a Group for that patrol in the handheld. This would allow assigned field Users to log in and only see the Properties associated with that Group.
After selecting all the Properties you wish to add, click Save Group Member List.
Editing a Group
Editing a Group works much in the same way that adding a new Group does. The only exception is that you will start the process by selecting the existing Group you wish to edit from the drop down menu. All of the active Properties will then be displayed and you will be able to add or remove the Properties from that Group.
To save the changes click Save Group Member List.