Location Groups

In this article:

• What are Location Groups?
• Set Up a Location Group
• Add Locations to a Group
• Add Users to a Location Group
• Change Users' Permissions
• Remove a User from a Location Group
• Remove Locations from a Location Group
• Change the Name of a Location Group
• Delete a Location Group

What are Location Groups?

You may need to share a group of locations with some people and a different group of locations with others. The Groups feature allows you to create a subset of locations in your account and share that subset as if it was one location. By default, all of the locations you create are in the main group called All Locations. This group allows you to easily share all your locations with users you choose.

Set Up a Location Group

1. Select the + Add button in the upper left and select Group.
2. Name the group and provide a description, then select the Location Group option and select Add Group.

Add Locations to a Group

1. Select Groups from the menu.
2. Select the name of the group you wish to add locations to.
3. Select Add Location.
4. Search for keys you wish to add to this group by name.
5. From the search drop down list, select the name of the keys you wish to add.

Add Users to a Location Group

1. Select Groups from the menu options.
2. Select the name of the group you wish to add a user to.
3. Select Add Permission.
4. Enter the username or email address of the user you wish to share this group of keys with.
5. Select the Permission Role for that user:
   1. View Only: The user will be able to see the basic information (address, phone number, hours, SmartBox serial numbers) and activity history of the location, as well as the bin inventory of all SmartBoxes at the location. This permission level is good for remote support personnel.
   2. Manager: The user will have all of the abilities under View Only, as well as be able to perform troubleshooting tasks like remotely open bins and dismount the SmartBox. This permission level is good for personnel who you want to have full oversight of the location.

Change Users' Permissions

1. Select Groups from the menu options.
2. Select the name of the group you wish to edit a user's permission for.
3. Select Permitted Users.
4. Beside the name of the user select the pencil icon and change the permissions level.

Remove a User from a Location Group

1. Select Groups from the menu options.
2. Select the name of the group you wish to edit a user's permission for.
3. Select Permitted Users.
4. Beside the name of the user select the trash icon.

Remove Locations from a Location Group

1. Select Groups from the menu options.
2. Select the name of the group you wish to remove a location from.
3. Select Locations.
4. Beside the name of the location, select the trash icon. Once removed, no users in this group will have permissions for the location, but the location itself is not removed from the organization.

Change the Name of a Location Group

1. Select Groups from the menu options.
2. Select the name of the group you wish to remove a key from.
3. Select About Group.
4. Select Edit. Change the name and select Save.

Delete a Location Group

1. Select Groups from the menu options.
2. Select the name of the group you wish to remove a key from.
3. Select About Group.
4. Select Edit.
5. Select Remove Group. This will permanently delete the group and all the group's users' permissions for locations in the group, but will not delete the user accounts or any of the locations.