How do I create a group ?
To create a group:
- Click on your logo or the account name in the top banner
- In the menu, click on "Group Management"
- The list of existing account groups will be displayed
If you are a "Manager" for a company, you can only create groups of facilities for this company.
If you are an "Administrator", you can create groups of companies and/or groups of facilities
To create a new group of facilities, click on the "New" button
- Enter the group name and its description (1)
- Select "Facility Group"
- Select the company you want to create the group for (2)
- The list of facilities is available in the "Select a Facility" dropdown list and contains only those facilities created for the chosen company.
- When you have chosen a facility, click on the button to confirm (4)
- The facility will then be displayed in the list at (5)
- Repeat steps "e" and "f" as many times as you need to add facilities to the group
- To save the group, click on the "Save" button (6). You are taken back to the updated list of groups.
Note: you can remove a facility from the group by clicking on the cross (5) in the list of facilities.
To create a new group of companies, click on the "New" button
- Enter the group name and its description (1)
- Or choose to create a group of companies (2)
- Choose the company you want to create the group for (3)
- The list of companies is available in the "Select a company" dropdown list.
- When you have chosen a company, click on the button to confirm (4)
- The company will then be displayed in the list at (5)
- Repeat steps "e" and "f" as many times as you need to add companies to the group
- To save the group, click on the "Save" button (7). You are taken back to the updated list of groups.
Note: you can remove a company from the group by clicking on the cross (6) in the list of companies.