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 top-level site group for a residential complex and assign an administrator who will install, configure, and monitor the entire system. Then, create a top-level site group for a residential complex and assign a local manager (such as a concierge or security staff) to register new users (tenants), issue access identifiers, and monitor the system locally.
By creating site groups and adding users you give them access to devices, restrictions, and all other features configured for the site group. For example, one house (site group) might have an elevator controller, so users in this site group can use elevator features, while another site group might not have this option at all.
Create and manage site groups: add lower-level sites, assign previously added users and devices, configure licenses, restrictions, integrations, and more.
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.
There are 2 options for creating a site group:
Add a company — creates a top-level group suitable for small projects with a single building or unit;
Generate site group hierarchy — for quickly setting up complex hierarchies with multiple buildings, floors, and apartments.
If you are going to host several independent projects on one server, you must create a top-level site group for each project (via Add a company) and then lower-level sites for houses and units, etc. It is important to provide correct permissions for user roles in Profiles.
How to add a top-level group
To start building your project structure, create a top-level group that will serve as the top-level group for managing users, devices, access rules, and integrations:
Go to User management → Site groups.
Click ADD OBJECT and select Add a company.
Enter a site group name.
Select the site group type: building, unit, floor, apartment, or custom. It’s recommended to select custom for top-level groups.
Select SIP trunk from the previously created. It will work for this site group for outgoing calls to mobile numbers. Users of this site group will use the assigned trunk when calling mobile numbers.
Only one trunk can be assigned to a site group. Different trunks may be assigned to lower-level sites.
Add a description, if necessary.
Select users from the previously added in the Users tab.
Users must be added before devices. Otherwise, the system won’t generate correct forwarding rules.
If you skip this step and add devices before adding a user to a 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 site group user. So, the created forwarding queue will include the administrator instead of the user.
8. Open the Licenses tab:
Enable Enable restrictions if you want to limit the number of licenses;
Click Add new license and select a type: Basic or Plus;
(Optional) Set validity period, enable reminders before expiration, and define notification frequency.
Open the Access Restrictions tab and create new or select existing restrictions to link users with devices and groups.
Open the Devices tab and select devices installed at the location represented by this site group.
If applicable, open the Elevators tab and select elevator controllers.
In the Notifications tab, select users with the “Object Administrator” role who should receive email alerts.
In the Guest Access Limits tab, define max duration and quantity of guest passes issued by users in this site group.
In the Whitelabel tab:
Enable Apple Wallet and configure guest pass appearance: QR text, colors, developer name, back info;
Enable Management company assignment if needed.
In the Mail Templates tab:
Click to create a new template;
Select the Mail type, then edit the subject and body. Each type corresponds to a specific system email sent to users:
Password recovery — sent when a user resets their password;
User registration invite — used to invite new users;
User password changed — confirms a successful password update;
Group license period ending — warns about upcoming license expiration;
Group licenses expired — informs that licenses have expired;
Confirm self registration — used during user self-registration.
Edit the mail subject and body. You can use HTML to to format the content, for example to add line breaks, links, or simple styling. You do not need advanced HTML knowledge — you can use simple text and combine predefined markers to build your email content;
The configured template will be used for all emails of the selected type. For example, users will see your customized subject and message when receiving invitations or resetting passwords;
Use required markers such as
:email,:link,:token, etc., depending on the mail type.
These markers are replaced automatically with actual values when the email is sent.
For example, the:code_life_timemarker shows the validity period of the code — typically 7 days, automatically set by the system;Preview or send a test email to see how it will look for the user, then click Confirm.
The system marks mandatory fields — they turn red if not included.
Custom templates override the default system emails for that mail type.
To restore the default version, delete your custom template.
In the Integrations tab:
Click and select Integration type — Axxon One;
Enter integration name, server URL, port, login, and password;
(Optional) Upload a self-signed certificate;
Assign site groups whose users can use this integration for devices;
Click 💾 Save icon in the lower-right corner.
The integration works by subscribing to macros (event rules) created in Axxon One.