Groups

Purpose of Groups

Groups in Stat Temp are designed to streamline access to and organization of your sensors, monitors, and events. They also control data visibility and notifications, ensuring users access relevant information while maintaining security and efficiency.

Setting Up and Using Groups

1. Creating Groups
   • Navigate to Settings > Groups and click Create Group.
   • Enter a group name, add users and contacts, and assign sensors to this group. Users can belong to multiple groups, allowing them to view all relevant data, with options to filter by groups.
   • Once you’ve configured the group, click Save.
2. To edit an existing Group:
• From the Groups data grid, click the group you need to edit.
• In the 'Update Group' panel, make any necessary changes to users, contacts, and sensors.
• Once you've entered all the information, click 'Save' on the bottom right.
3. Permissions and Visibility
   • Default Admin View: Admins have full visibility of all sensors without group-based restrictions. They can apply group filters on data grids and dashboards, and run reports for any available group.
   • Delegated Permissions: Admins may grant other roles the View All permission. This enables these users to view all sensors across groups, rather than limiting them to specific groups.
   • Limited User Visibility: Users without View All access will only see sensors, monitors, and events associated with their assigned group(s). Additionally, they can only run reports on sensors within these groups.
4. Applying Groups to Sensors
   • When creating or editing a sensor, assign it to the appropriate group(s). This organizes sensors by group and determines the visibility for users within that group.
5. Running Reports by Group
   • Reports can be generated for individual sensors or by group. For users with group restrictions, report access is limited to sensors within their group(s). Admins or those with View All access can generate reports across all groups​​​.
6. Setting Up Notifications by Group
   • Assign Groups to Notifications: Rather than setting up notifications for each individual user, you can assign entire groups to receive specific notifications. This way, all users or contacts within the group will receive updates related to the sensors, monitors, or events assigned to that group.
   • Notification Customization: Configure notifications for events like warning excursions, critical alerts, or missed check-ins. Each group can receive notifications based on their role in monitoring certain events, and notifications can be customized for email, text, or calls​​.
7. Using Groups on the Dashboard and Data Grids
   • Dashboard: Filter the dashboard view by groups to focus on specific sensors. Click the funnel icon near the search button, select the group(s), and apply the filter to only show sensors and data relevant to that group​​.
   • Data Grids: Similar to the dashboard, data grids (for sensors, events, etc.) allow filtering by group to streamline data review. This feature is especially useful for quickly addressing issues within specific areas​​.

Summary

Using groups effectively within Stat Temp helps manage who can see and act on specific data, making it easy to control permissions, focus on relevant events, and streamline notifications across your organization. Admins have flexibility in configuring permissions for others, ensuring users only access data pertinent to their roles and responsibilities.