Create a group

This article explains how to create a new group from the User Management section. You must have the appropriate administrative permissions to complete this process.

Note: You must have the appropriate permissions to access User Management. If you do not see this option, contact your platform administrator.

Steps

1. Select the menu icon (three horizontal lines) in the top left-hand corner of the screen to open the navigation menu.

1. Click User Management, then select Groups.

1. Once the Groups page loads, click + New Group.

1. A new row will appear at the top of the groups list. Fill in the following fields:
2. • Client Name - Select or enter the client this group belongs to using the drop-down box.
   • Group Name - Enter a name for the group.

1. Click the Save icon to save the new group.

Summary

This article covered how to create a new group in Orion Data using the User Management section. Groups are created by entering a client name and group name, then saving the record. Once created, groups can be used to organise users and manage access across the platform.

Next Steps

• Add users to your newly created group
• Review group permissions and access settings
• Explore how groups interact with device visibility and alarms

Related articles

• Getting started with User Management in Orion Data
• Inviting users to Orion Data
• Managing user roles and permissions