Using Vehicle Groups

Vehicle groups are used to organize the vehicles based on logical separations that make sense to your business. Groups allow you to easily filter reports, maps, and dashlets. Groups also determine which users of your GPS Insight portal account can view information for certain vehicles.

Add Vehicle Groups

You can create any number of vehicle groups. For each group you create, you can assign vehicles and users to that group. Vehicles and users can belong to more than one vehicle group.

Example
Company XYZ uses trucks to transport large heating/cooling equipment and uses vans for conducting on-site repairs. The trucks are assigned to a “Delivery” group and the vans to a “Service” group. When viewing maps and reports, XYZ’s owner filters by the “Delivery” group when he only wants to see tracking data related to deliveries for the day. Additionally, XYZ’s owner ensures that his Service Manager (Tom Jones) can only see vehicles that belong to the “Service” group when Tom accesses the portal.

To create a new vehicle group:

  1. From the portal, hover over the Account menu, click Manage Vehicles, and click Open.

The Manage Vehicles and Groups page opens in a new browser tab.

  1. At the bottom of the Vehicle Group List grid, click Vehicle Group next to Create New.

  1. In the Create New Vehicle Group window, enter a name for the group.
  2. Click Create Group.

The window refreshes with a list of all vehicles. By default none of your registered vehicles are included in the new group.

  1. From the right pane (Vehicles NOT in the group), click to select the vehicle(s) to add to the new group. (CTRL+click or SHIFT+click to select more than one vehicle at a time.)
  2. Click Add.

  1. Click Save Changes.

The window refreshes with a list of all users. By default your username is included in the group.

Depending on your stage in the setup process, you may only have one user (yourself) listed here. You can also manage user access to vehicle groups from the Users administration page.

  1. From the right pane (Users with NO ACCESS to the group), click to select the users to add to the new group. (CTRL+click or SHIFT+click to select more than one user at a time.)
  2. Click Add.

  1. Click Save Changes and then Close to return to the Manage Vehicles and Groups page.

Set Vehicle Group Membership

Each time you create a new group, you can assign vehicle(s) and user(s) to that group. If you skipped a vehicle by mistake during that process, or if you want to quickly update group membership for a specific vehicle after initial group creation, you can use this process.

To assign or remove a vehicle to/from one or more groups:

  1. From the portal, hover over the Account menu, click Manage Vehicles, and click Open.

The Manage Vehicles and Groups page opens in a new browser tab.

  1. From the Vehicle List grid, locate the vehicle you want to assign to one or more vehicle group, and click Assign to Vehicle Groups (group icon ).

The window refreshes with a list of all vehicle groups including those groups that are already assigned to the current vehicle.

  1. From the right pane (Groups vehicle is NOT in), CTRL+click to select the vehicle groups you want to assign to the current vehicle.
  2. Click Add. (Or select groups from the left pane and click Remove to un-assign the current vehicle from groups.)
  3. Click Save Changes to return to the Manage Vehicles and Groups page.