Use Groups to organize your drivers, vehicles and account users into a fleet hierarchy to match your company structure.
Use Groups to...
- Restrict access and visibility by user. Group-level restrictions apply to:
- Live Map
- Dashboard
- Regional Fleet Entities (Users, Vehicles, Device Claims)
- Report Library
- Notifications
- Restrict access for account-level settings. When groups are used, only top-level administrators will have access to manage account-level Settings including billing/subscriptions, groups, tags and account preferences.
- Enable aggregated group-level analytics in selected reports.
Groups are available to accounts on the Premium Tier.
Key Things to Know
- Groups are hierarchical. Setup a structure that aligns with your fleet with as many levels as you need (divisions, regions, stores, etc).
- Users are assigned access to ONE OR MORE groups. Users can be assigned access to any node in the group tree, and will have access to all groups below. A user can have access to multiple groups that aren't related, even if not in the same level.
- Vehicles can be assigned ONE group. When you add or edit vehicles, you will be prompted to assign them.
- Driver Group Assignment. Drivers should be assigned to multiple group.
Key Steps to get Groups working for your account
- Setup Groups
- Assign Users to Groups *
- Assign Drivers to Groups *
- Assign Vehicles to Groups *
* If you don't assign users, they will have account-wide access. If you don't assign vehicles/drivers, associated trip activity will only be accessible at the account level, which is not recommended.
Setting up Groups (Admins Only)
Tip: Plan your group structure in advance. Add groups from the top-level down. Note you do NOT need to setup an account-level group.
- Open the Zubie portal (app.zubie.com)
- Go to Menu > Groups.
- On the next screen, click Add Group.
- Enter a unique Group Name. Choose the parent group (you can select a group at any level of the hierarchy) and click Save.
- Repeat this process until your company structure is setup.
Once a group is created, you can edit the name, but a group can only be deactivated if no users/vehicles are assigned to the group level or any sub-groups. In other words, to deactivate a group, all users need to be removed or reassigned before the system will allow you to deactivate it.
Assigning Users/Drivers to Groups
- Make sure you have created appropriate groups before proceeding.
- Go to the Menu
, and select Users
.
- Click on Add User (or the Edit
icon ) for a current User.
- In the Groups field
, select one or more Groups.
- Click Save (at the bottom of the dialog box).
Assigning Vehicles to Groups
- Make sure you have created appropriate groups before proceeding.
- Go to the Menu
and select Vehicles
- To edit a single vehicle, click the Edit
icon.
- To assign multiple vehicles to a group in bulk, select the checkbox by the appropriate vehicles. A new control (Bulk Edit
) will appear.
- From that control, select "Change Group."
- Select one or more groups from the drop-down menu that appears.