How to create and assign user groups

Here, we've created an East Coast group and a West Coast group.

 

 

Add additional groups by clicking the add button in the User Groups screen and entering a User Group name.

 

Users

Then just assign users to your groups. You do this from the user profile (also in user manager). Sticking with our example above, we've assigned one user to one group, Walker in the West coast group, and the other user, Todd, is at corporate so he gets access to both East and West coast records. 

Records

From the table editor, add a user group field to your table (“Location Group” below), and then add the new user group field to a form. 

Once you’ve done this, you can assign a record to a group. In this example, we've added one of our Blood Transfusion machines to the West Coast group. 

Filters

Putting it all together, you can now build a single filter using the Location Group field that will only show assets that are part of the current logged in users’ assigned groups.

So the next time your users log into the app in TrackVia, they’ll only see those items that belong to the groups they belong to! The respective groups' records are shown below from the same view. 

Walker - West Coast

Todd - East & West Coast

We hope you find this helpful! Please reach out to us if we can give you additional info on this powerful feature.