Creating Global Groups

You use global groups to:

Provide a filter for users to work with specific assets in applications that recognize global groups.
Restrict internal users to see information for specific vehicles and/or drivers (in the assigned role, the MISC permission "Can see data for all assets" is not checked).
Give access to driver information to your internal, restricted users who are in coverage groups. For restricted users, coverage group membership controls which vehicles they can access information for in the QTRACS application. If you also use other applications and want users to have access to the same set of vehicle information, add the vehicles to the users' global group.
Provide your customers with the ability to login to your QTRACS account and see information for their loads.
Establish your organizational hierarchy so each level of management has access to the vehicles and drivers under their supervision.
Establish parent/child groups to use for notifications in applications such as Critical Event Reporting (CER).

Create all user accounts before creating global groups. If you are establishing a hierarchy (for your organization or notifications), enter the lowest level groups that are assigned to vehicles and drivers, then enter the upper level groups. You can add either assets (vehicles/drivers) or child groups to a global group, but not both.

If you're not in Administration, click Administration in the upper right corner.
Click the Global Groups tab.
Click Add new global group.
Type the global group ID and description.
- If this group is to grant access to your customer, use the company name
- If this group is to establish your organizational hierarchy, use your organization names
- If this group is to establish a parent to use for notifications in other applications, use a name that describes all of the assets to associate with a single email address
If desired, check the box to Limit history.
When you limit history, in QTRACS and Fleet Mapping users only see vehicle position information, message history, and driver logon event history from the date the asset is put into the global group. Other applications ignore this setting.
To display the group for all unlimited users, leave the box Visible to unlimited users checked.
Unlimited users are those whose role is granted the permission "Can see data for all assets." These users can see and work with all vehicles and drivers.

Uncheck the box to hide the group from users who are not members. This is helpful when you have a large number of organizational groups that unlimited users don't need to use for filtering the lists of assets.
To assign users, select the users in the list on the right and click Add.
- Use Shift+Click to select a range of users, or Ctrl+Click to select individual users.
- To jump to a specific user ID, begin typing the ID in the box above the list. The closest match appears at the top of the list.
If establishing a hierarchy, click Child Groups. If not, click Vehicles or Drivers.
Select assets in the list on the right and click Add.
- Use Shift+Click to select a range of assets, or Ctrl+Click to select individual assets.
- To jump to a specific asset, begin typing the ID in the box above the list. The closest match appears at the top of the list.
If you added vehicles or drivers and wish to add the other asset type, click its tab and use the instructions above to add them to the list.
When you're finished, click save above the group details on the right.