Overview of Global Groups

Global groups allow you to associate user accounts with vehicles and drivers. You can use global groups to:

  • Restrict users in your company to view only information about the associated assets. Show me
  • Filter information when a user is unrestricted or a member of multiple global groups. For example, a user with membership in both East Fleet and West Fleet global groups can select East Fleet and work with just those assets.
  • Give your customers access to information about their loads in the QTRACS application. Show me
  • Define a management hierarchy that mirrors your company's organization. You assign vehicles/drivers to the lowest-level groups, and assign those to groups containing their managers. Users can view information for entities assigned to groups that report to them. You click hierarchy to see the hierarchy in a tree view. Show me what a hierarchy is
  • Define a notification hierarchy to send notifications, such as CER events, to one email address for all of the assets in multiple global groups. Show me

View a short video introduction about global groups.

To use global groups, you set up:
  • A role with the permissions that you want the user(s) to have for working with vehicles and drivers in applications that recognize global groups
    • The MISC permission, "Can see data for all assets," specifies whether or not the user is restricted. If the permission is checked (enabled), the user is unrestricted. If not checked, the user is restricted and can view information for only the assets that are members of the same global group(s).
    • You may need to set up different roles for different levels of management.
    • You set up one or more restricted role(s) to grant external customers access to QTRACS information about their loads. More info
  • User accounts for your customers who are assigned to the limited external customer role(s)
  • One or more global group(s) with the users and authorized vehicles and drivers or child groups

Entity history access

When you set up a global group, you specify whether the users assigned to it can see all of the authorized assets' history, or only as of the date the asset was placed in the global group. In the QTRACS and Fleet Mapping applications, this affects access to:

  • Vehicle position history
  • Message history
  • Driver logon event history

Typically you create different global groups for external users (your customers) and for internal users (your staff). You limit history for the external user global groups to ensure that your customer can't see where loads were delivered to other customers.

The Performance Monitoring and Critical Event Reporting applications ignore this setting. Typically, external users are not given access to Performance Monitoring and Critical Event Reporting.

Audit history

The audit history tab of a global group lists the date, time, user, and action for the creation of and each modification to a global group. You can use the information to see when and by whom modifications were made if necessary. Audit history records show which types of members were modified (uses, child groups, vehicles, drivers).

To see which members were changed on a given date, click the corresponding tab. The membership date is listed next to the entity. An example user listing is: MSMITH (3/31/13). User MSMITH was added to the global group on March 31, 2013.

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