Site groups
A site group is a structure of your project for easy management and one of the basic entities that must be configured. A site group can represent a whole residential complex consisting of many houses, units, and apartments with thousands of users, or it can represent a single house or apartment, including one user.
For example, you can create a root group for a residential complex, and assign an administrator to this site group who will install, configure, and monitor the system. Then, you can create lower-level sites 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 site groups and adding users, you grant them access to devices, restrictions, and other features configured for the group, for example, in one house (site group) there may be an elevator controller and users can use its features, but in another, there is no such option as an elevator controller is not installed.
Use the search field above the group tree to quickly find site groups in large projects.
Click the ⚙️ icon next to the search field to adjust search behavior:
• Search by group name or site ID;
• Show only matching branches or include full hierarchy context.
This helps you navigate complex group structures without expanding the entire tree.
In the Site groups tab, you can create and manage site groups: add lower-level sites, devices (previously added in the corresponding tab), and users (previously added in the corresponding tab) to the site group.
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 site groups and lower-level sites 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 lower-level sites 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 User management → Site groups tab.
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 lower-level sites.
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 the site 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 site 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.
Go to the Licenses section.
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 necessary 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 at the location represented by this site group.
In the Elevators section, select the elevator you created if necessary. For more details, refer to the Elevators section.
On the next Notifications tab, select the users who will receive notifications from the site group you are creating.
The list displays users with the "Object Administrator" role. Notifications will be sent to the email of the installed users.
If required, limit the maximum number and duration of guest passes that users in this site group can create. You can set the maximum number of days and passes that users can issue when granting guest access. 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 right corner when all required data is entered.
How to generate root groups
Go to User management → Site groups tab.
Click ADD OBJECT and select Generate root groups.
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 lower-level sites (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 configure the same settings for floor and apartment lower-level sites.
When entering the apartment amount, enter a general value of apartments on the one floor, not their No.
If your project includes additional lower-level sites such as parking or service rooms, create them using the 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 site group, ensure it is assigned to the correct level, whether it’s a unit, floor, or user apartment. So, you need to add the device to the corresponding site group.
You can edit a root group and add a new lower-level site, user, or device by clicking ••• near the necessary group name. After selecting the option, the corresponding menu will open.
If you click ••• near the user name, you can edit/delete their profile or add a new identifier or virtual number.
When editing a site group, you can quickly copy its Site ID.
Click the number in parentheses next to the group name — it will be copied to the clipboard automatically.
☞ Restrictions on removing yourself from a group
When editing a site group via the site group tree, users may try to remove themselves by clicking the three-dot menu next to their name.
To prevent accidental loss of administrative access, the system blocks self-removal if:
the site group is the only group linked to the user, or
it is the top-level group in the user access structure.
This restriction applies regardless of permissions.
Only a Server administrator can remove such users.
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 with virtual numbers to a site group, forwarding that includes all user numbers is automatically created. These rules are sent to panels available for the site group.
The site group will have its virtual number and logical address. When calling from a panel assigned to the site group to a device (entering the site group logical address), the call will be redirected to all user virtual numbers.
For correct feature functioning, logical addresses must be configured for all site groups and lower-level sites.
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 site 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.