A Group is a structure of your project for its easy management and one of the basic data that must be entered. A group can stand for a whole residential complex consisting of many houses, units, and apartments with thousands of users, or it can be a separate house or apartment, including one user.
For example, you can create a root group for a residential complex, and assign an administrator to this group who will install, configure, and monitor the whole system of this complex. Then, you can create subgroups for each house, and assign a manager for each of them (security guard or concierge) to register new users (tenants), be responsible for issuing access identifiers, and monitor the system.
By creating groups and adding users you give them access to devices, restrictions, and all other possibilities of the group, e.g. in one house (group) there is an elevator controller and users can use its features, but in another, there is no such option as an elevator controller is not installed.
In the tab, you can create groups and manage them: add new subgroups, devices (previously added in the corresponding tab), and users (previously added in the corresponding tab) to the group/subgroup, etc.
There are 2 options for creating a group: Add root group and Generate root groups. If the building is not very big and has few units, it is better to add a root group. Generating root groups is better for quickly creating a large number of groups and subgroups for complex projects (a lot of buildings, units, etc.).
If you are going to host several independent projects on one server, you must create a root group for each project (as the main group) and then subgroups for houses, units, etc. It is important to provide correct permissions for user roles. More about this mechanism is here.
How to add root group
Go to the Groups tab in the User management section.
Click Add group and select Add root group.
Enter a group name.
Select its type: if the group is for building, unit, floor, apartment, or custom (for parking or service rooms). We recommend using a custom group type for root groups.
Enter a logical address: depending on the group type it can be Building No., Unit No., Floor No., or Apartment No.
Select SIP trunk (from the previously created) will work for the group for calls to mobile numbers (if the Link version with SIP and the corresponding license is used). Users of this group will use the assigned trunk when calling mobile numbers.
Only one trunk can be assigned to one group. Different trunks can be used for root group and its subgroups.
Add a description, if necessary.
Select users (must be previously added in the Users tab).
Users must be added to the group first, then devices must be added.
If you skip this step and add devices before adding a user to a group, a feature of automatic creation of forward rules will not work correctly. This is especially important for apartment groups and monitors. If you add a device to a group without a user, device virtual number applies to an administrator, but not to the group user. So, the created forwarding queue will include the administrator instead of the user.
Перейдите в раздел лицензии
If you need to set restrictions for your group, enable Enable restriction and click the green Add new license button to access the advanced license settings.
In the newly opened window, configure the nec essary permissions for the root group by specifying the number of licenses for SIP numbers and mobile devices. You can also enable additional features by selecting the corresponding checkboxes.
You can also limit the availability time of provided licenses by enabling the License validity period box and setting the validity time.
You can also set the reminder before the end of the validity period (in days) with the the frequency of notifications on it: once, every day, every week or every 30 days. The reminder will be sent as an email. for more information on setting up the reminder template, see Mail Templates.
For more information about limits for root group licenses, see FAQ.
Create access restrictions or select from already created. After clicking you will be redirected to the corresponding tab where it is possible to create restrictions.
Applying access restriction is obligatory. This parameter helps to connect groups, devices, and users.
Select devices (must be previously added in the Devices tab) installed in the place for what you are creating the group.
В раззделе Elevators выберите при необхоимости созданный вами Лифт, почитать подробнее вы можете в разделе Elevators
В следующей вкладке Notifications выберите польщователей которым будуь приходить уведомления от создаваемой вами группы.
The list displays users with the "Object Administrator" role. Notifications will be sent to the email of the installed users.
If required, limit maximum values for guest passes created by this group of users. You can set the maximum number of days and passes allowed for the users to set when giving access to guests. To set a general guest access limit for the whole server and get more details, see Guest access limits by default.
Click the Save button in the low left corner when all required data is entered.
How to generate root groups
Go to the Groups tab in the User management section.
Click Add group and select Generate root groups.
Click Add group in the opened window.
Select group type: if the group is for building, unit, floor, apartment, or custom.
Enter the group name.
Indicate the number of buildings for which you need to create groups.
Set the number from which the numbering of buildings starts.
Click the plus icon to add subgroups (e.g. Unit) and enter the same information for this section: type names, amount of units in one building, and the number from which the numbering starts.
Add and set the same settings for floors and apartment subgroups.
When entering the apartment amount, enter a general value of apartments on the one floor, not their No.
If there are any specific subgroups (parking or service rooms), you need to create and select a custom group type.
For each group, by clicking the arrow button you will expand additional parameters to set:
the number from which the numbering of logical addresses will start. To do this tick the Start number field and enter the required value in the Logical address field;
number/s which will be excluded from the numbering (exceptions);
As a result, groups will be created according to your settings:
When all data is entered click Generate and all groups will be created according to the entered data.
Check the correctness. Open the Settings tab to edit the entered data.
Save generated groups and then add previously registered users, devices, or access restrictions.
When adding a device to a group be careful with the place of its installation, whether it's a unit, floor, or user apartment. So, you need to add the device to the corresponding group.
You can edit a root group and add a new subgroup/user/device by clicking 3 dots near the necessary group name. After selecting the option, the corresponding menu will open.
If you click 3 dots near the user name, you can edit/delete their profile or add a new identifier or virtual number.
Group forward rules
In the SIP settings, you can enable the feature of automatic creation of forward rules for apartment group user/s. When adding a user that has a virtual number/s to a group, forwarding that includes all user numbers is automatically created. These rules will be sent to panel/s available for the group.
The group will have its virtual number and logical address. When calling from the added to the group panel to a device (entering group logical address), the call will be redirected to all user virtual numbers.
For correct feature functioning, logical addresses must be entered for all groups and subgroups.
If some data (logical address, virtual numbers, devices) is added/changed/deleted, then the old forward rule will be deleted and the new one (with updated data) will be created and sent to device/s.
You or a user can configure forward settings when editing the group with the device, or in the Link app. By default, the forward rule includes immediate call redirection to all user numbers (by default they are indicated in the 1st queue), but you can add/delete numbers to/from the queue or create new queue/s.
Also, when the user gets a new virtual number, it will be added to the call queue #1, if there is only 1 queue. If there are 2 or more call queues, the new virtual number will be added to a new call queue.
In addition, you can edit forward settings for the group virtual number in the Virtual number settings.