{"id":968,"date":"2019-11-15T07:58:18","date_gmt":"2019-11-15T14:58:18","guid":{"rendered":"https:\/\/latchel.ticksites.com\/wp2\/?p=968"},"modified":"2020-11-20T18:03:13","modified_gmt":"2020-11-21T01:03:13","slug":"how-to-create-user-groups","status":"publish","type":"post","link":"https:\/\/latchel.ticksites.com\/wp2\/how-to-create-user-groups\/","title":{"rendered":"How to Create User Groups"},"content":{"rendered":"<p class=\"p1\"><div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><p class=\"p1\">As a Property Manager, you can add your Account Members into what we call User Groups. A User Group is a group of users that you want to receive the same notifications. This is helpful for creating visibility to multiple people when work orders are created, escalated, dispatched, and troubleshot.<\/p>\n<p class=\"p1\">You may set the User Group to receive all of Latchel\u2019s email notifications on your company profile, at the portfolio level, or at an individual property level.<\/p>\n<div class=\"columnLayout single\" data-layout=\"single\">\n<div class=\"cell normal\" data-type=\"normal\">\n<div class=\"innerCell\">\n<div class=\"confluence-information-macro confluence-information-macro-information conf-macro output-block\" data-hasbody=\"true\" data-macro-name=\"info\" data-macro-id=\"fd1bb1f7-d123-4527-8545-1b3c50eed560\">\n<div class=\"confluence-information-macro-body\">\n<p><em><strong>Please note:<\/strong> By creating a User Group, this will not replace the failed email escalation list on your account. If you have specific emails for failed escalations, this will be configured separately and refer to this guide: <a class=\"toc-link\" href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/how-to-update-your-escalation-contacts\/\" rel=\"nofollow\">Update Escalation Contacts<\/a><\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p class=\"p1\"><\/span><\/div><\/div>\n<h1 id=\"id-(CustomerGuide)HowtoRemovePropertiesandAddProperties-Content\">Content<\/h1>\n<ul>\n<li><span class=\"toc-item-body\" data-outline=\"1\">Objective<\/span><\/li>\n<li><span class=\"toc-item-body\" data-outline=\"2\">Content<\/span>\n<ul>\n<li><span class=\"toc-item-body\" data-outline=\"2.2\">Step-by-Step Guide<\/span><\/li>\n<li>How to set the User Group at the Company Level<\/li>\n<li>How to set the User Group at the Portfolio Level<\/li>\n<li>How to set the User Group at the Property Level<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><span class=\"toc-item-body\" data-outline=\"2.2\">Video Overview<\/span><\/h2>\n<div class=\"video-shortcode\"><iframe title=\"User Groups Configuration\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/nYjw2Y1hYZ4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<h2><span class=\"toc-item-body\" data-outline=\"2.2\">Step-by-Step Guide<\/span><\/h2>\n<h3 class=\"p1\"><b>How to set the User Group at the Company Level<\/b><\/h3>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><strong>Please note:<\/strong> The User Group at the Company Level will automatically apply to <strong>all portfolios and properties<\/strong> on the account. To learn more about configuration inheritance and how to override company level configurations, click <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance\/\">here<\/a>.<\/span><\/div><\/div>\n<p class=\"p1\"><strong>Step 1<\/strong>. To create a User Group, click on the drop-down at the top right-hand side of your screen. Select <strong>Account Settings<\/strong> from the drop-down.<\/p>\n<p class=\"p1\"><img class=\"alignnone wp-image-1536\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Account-settings-new-update.gif\" alt=\"\" width=\"665\" height=\"308\" \/><\/p>\n<p class=\"p1\"><strong>Step 2.<\/strong> From here, click <strong>User Groups<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1538\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Click-user-groups.gif\" alt=\"\" width=\"668\" height=\"393\" \/><\/p>\n<p class=\"p1\"><strong>Step 3.<\/strong> On the righthand side of your page, click <strong>New User Group. <\/strong>Type out a name for your User Group and click <strong>Save. <\/strong>On the far righthand side of your screen, click the <strong>three horizontal dots<\/strong> and then <strong>Add User to Group.<\/strong> Search for an existing user <strong>o<\/strong>n your account or create a new user. Click <strong>Submit<\/strong> to save<\/p>\n<p><img class=\"alignnone wp-image-1539\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Add-user-to-user-group.gif\" alt=\"\" width=\"669\" height=\"390\" \/><\/p>\n<p>&nbsp;<\/p>\n<p class=\"p1\"><b>Step 7. <\/b>To set the User Group to receive all of Latchel\u2019s email notifications on the Company Level, click the <strong>Details<\/strong> tab. If you don&#8217;t see the User Groups you need to refresh the page so they get populated. Under the Maintenance Communication Settings, click the dropdown under the Default Notification Group field and select the User Group. Click <strong>Save<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1541\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/User-group-company-level.gif\" alt=\"\" width=\"674\" height=\"429\" \/><\/p>\n<h3 class=\"p1\">How to set the User Group at the Portfolio Level<\/h3>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><strong>Please note: <\/strong>The User Group at the Portfolio Level will automatically be applied to <strong>all properties within<\/strong> that portfolio. To learn more about configuration inheritance and how a single property can override Portfolio &amp; Company level configurations, click <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance\/\">here<\/a>.<\/span><\/div><\/div>\n<p class=\"p1\"><strong>Step 1.<\/strong> Click the <strong>Portfolio<\/strong> tab<\/p>\n<div style=\"width: 1200px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-968-1\" width=\"1200\" height=\"780\" loop=\"1\" autoplay=\"1\" preload=\"auto\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-10.mp4?_=1\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-10.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-10.mp4<\/a><\/video><\/div>\n<p>&nbsp;<\/p>\n<p class=\"p1\"><strong>Step 2.<\/strong> Click on the name of the Portfolio<\/p>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-968-2\" width=\"1200\" height=\"817\" loop=\"1\" autoplay=\"1\" preload=\"auto\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-11.mp4?_=2\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-11.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-11.mp4<\/a><\/video><\/div>\n<p>&nbsp;<\/p>\n<p class=\"p1\"><strong>Step 3.<\/strong> On the <strong>Details<\/strong> page, scroll down to the Maintenance Communication Settings. From here, you will see the Company Level Notification User Group was automatically applied to the portfolio. To override the Company Level, click override and then select the User Group from the dropdown under the Default User Group field. Click <strong>Save.\u00a0<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1542\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/user-group-portfolio-level.gif\" alt=\"\" width=\"642\" height=\"379\" \/><\/p>\n<h3 class=\"p1\">How to set the User Group at the Property Level<\/h3>\n<p class=\"p1\"><strong>Step 1.<\/strong> Click the <strong>Properties<\/strong> tab<\/p>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-968-3\" width=\"1200\" height=\"816\" loop=\"1\" autoplay=\"1\" preload=\"auto\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-13.mp4?_=3\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-13.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-13.mp4<\/a><\/video><\/div>\n<p>&nbsp;<\/p>\n<p class=\"p1\"><strong>Step 2<\/strong>. Search for the property and click on the <strong>address<\/strong><\/p>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-968-4\" width=\"1200\" height=\"809\" loop=\"1\" autoplay=\"1\" preload=\"auto\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-14.mp4?_=4\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-14.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-Edited-14.mp4<\/a><\/video><\/div>\n<p>&nbsp;<\/p>\n<p class=\"p1\"><strong>Step 3.<\/strong> On the <strong>Details<\/strong> page, scroll down to the Maintenance Communication Settings. From here, you will see the property inherited from the Portfolio Level User Group. To override this, click override and then select the User Group dropdown under the Default Notification User Group field. Click <strong>Save<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1543\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/user-group-property-level.gif\" alt=\"\" width=\"656\" height=\"399\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Content Objective Content Step-by-Step Guide How to set the User&hellip;<\/p>\n","protected":false},"author":12,"featured_media":653,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[353],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create User Groups | Latchel<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/latchel.ticksites.com\/wp2\/how-to-create-user-groups\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" 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