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Add a group

Marisa Potgieter
  • Updated

Groups - Main Screen - Adding a Group

Follow the steps below to add a group:

  1. Log in to Unity Warehouse IoT

  2. From the Navigation Panel at the top, click the Group module

  3. Click the Add button

A new record will open.

Groups - Group Detail Screen - Group Information

The first section of the Group detail screen displays the group's general identifying information.

  1. Update the following fields: Group Name (required), External ID (optional, used to reference an alternative name or ID), and Description (optional, used to help identify the group's purpose)

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Groups - Group Detail Screen - Expand/Collapse Sections

Click the arrows on the right side of any section header bar to expand or collapse that section.

Changes made within a collapsed section will still be saved when the group is saved.

Groups - Group Detail Screen - Assigned Vehicles

The second section of the Group detail screen displays the vehicles assigned to the group.

  1. To add a new vehicle assignment, click Add

A new window will open.

  1. Find and select the vehicle on the left side of the window (use the search bar if needed)

  2. Enter the Expiration Date

  3. Click the Add button

Groups - Group Detail Screen - Assigned Operators

The third section of the Group detail screen displays the operators assigned to the group and their access to group vehicles.

  1. To add a new operator, click the Add button

  1. Find and select the operator on the left side of the window (use the search bar if needed)

  2. Enter the Skill Level and Expiration Date

  3. Click the Add button

Groups - Group Detail Screen - Authorization Schedule

This optional section defines when the group is accessible. If left unconfigured, the group is available 24/7.

Tip: You can add or edit an Authorization Schedule.

  1. To add a new authorization schedule, click the Add button

A window will open. ​

  1. Enter the start time, end time, and select the days of the week for the schedule

  2. Click the Add button

Tip: Reminder to click the Save button.

Use the search bar and group list on the left side of the screen to navigate to another group record without returning to the main list. Click a name to open that group.

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