How to Create and Edit Access Groups
1. Navigate to Access Groups
To begin, go to the Access Groups section from the navigation menu. Once selected, you will see:
• A list of previously created access groups.
• A list of clients and security officers who are not assigned to any access group. Users without an access group will have access to all sites in the system by default.
2. Creating a New Access Group
To create a new access group, follow these steps:
1. Click the New Access Group button located in the upper-right corner.
2. Name your access group: You can choose a name related to customers or operations. For example:
• Customer-based name: “Sharon Clark’s Sites”
• Operations-based name: “Westside Patrol Route”
3. Select sites: After naming the group, select the sites you want to include. You can choose one or multiple sites.
4. Assign users: On the left-hand side, you’ll see a list of all clients and security officers in the system. Select the users who should have access to this group.
5. Save: After selecting your sites and users, click Save Access Group.
💡 Your new access group will now be listed, showing the sites and users included, for example, “Westside Patrol Route” with 3 sites and 3 users.
3. Editing an Access Group
To edit an existing access group:
1. Click into the access group you wish to edit.
2. Make any necessary changes, such as updating the name, adding/removing sites, or modifying users assigned to the group.
3. Save your changes.