How to use groups?

Rights management

Groups are part of our user rights management system, if you haven't already, we recommend reading our article: Rights management explained.

You can make as many groups as you need. You have to assign every user with a non company-wide role to a group. One user can be assigned to multiple groups. You can create a group for everything you like, examples include customers, regions and machine types.

If you have many groups or groups in different categories, you can create group types in order to keep your groups structured. You can add every device to one group of every group type. This way a device can be part of multiple groups.

We have two default groups to get you started. Our default group are: Customer A and Customer B. They both fall under group type Customer. This is the most common way to divide users and router under groups for users of X4 Remote. It is always possible to change or remove a group or group type later.

Create a new group

Please follow the steps described below to create a new group.

  • Go to the Admin which is accessible from the Apps menu in the top right corner if you are currently in a different X4 Remote app.
  • Open the main menu, go to Groups, then [add new group].
  • Fill in in the desired name, then press [add].

Edit or remove a group

In the same menu as where you create a new group. You can also very easily [edit] or [remove] a group. When a group is still in use with a device, you can't remove that group. Please move all devices to another group first.×Dismiss alert

Create a new group type

Please follow the steps described below to create a new group type.

  • Go to the Admin which is accessible from the Apps menu in the top right corner if you are currently in a different X4 Remote app.
  • Open the main menu, go to Groups, then press [add new group type] in the group type tab bar at the top of the screen.
  • Fill in in the desired name, then press [add].

Edit or delete a group type

In the [option menu] on the right of the group type. You can also very easily [rename] or [delete] a group type. When a group type still has groups in it, you can't remove that group type. Please remove all groups first.×Dismiss alert

Add devices to your groups

To make a device visible for users with a non company-wide role you have to add your devices to groups. Please follow the steps described below to add devices to your group.

  • Go to the Fleet Manager app, which is accessible from the Apps menu in the top right corner if you are currently in a different X4 Remote app.
  • Open the main menu, go to Devices, and select the concerning device.
  • Go to [Info] and click on [Edit] on the right of the group type you want to add a device for.
  • Select the group you would like to add the device for.

Groups are configured

You have now successfully configured groups. You can also configure roles and access categories in order to fully customise our rights management system.

 

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