How to Set Up Groups

How to Set Up Groups

Objective

  1. To better understand how to set up Groups for Panic and Incident Workflows and Rounds configuration
Important
  1. Groups are a way to organize a subset of your users. When configuring an incident workflow or other Relay features that utilize groups, you'll be able to give specific groups certain roles as part of the configuration.
  2. If a user belongs to multiple groups used within the same feature configuration process, whichever group has a higher level of permissions/options is what that user will have access to.
  3. In some situations such as using a group for Panic Responders or Panic Communicators, there is a group limit of 50 users.

Environment / Applies To 

  1. Relay Dash
  2. Relay Service Plans with Panic or Incidents

Procedure 

  1. Log into Dash at dash.relaypro.com
  2. Click Incidents
  3. Click Workflow Groups
  4. Click Create Group
  5. Type a name for the group 
  6. Assign a Group Type if applicable, if not, select No Type
  7. ​Click into the Group you created
  8. Click Edit Membership 
  9. Select the users who you are adding to this group 
  10. Click Save Membership 


    • Related Articles

    • How to Set Up Color Code & Custom Phrase Incidents

      Objective • To better understand how to set up and customize incidents Environment / Applies To Relay Dash Procedure Please Note: Custom Phrase incidents are only available on Pro and Enterprise plans, or as a purchased add on to Core Plan. You will ...

    • Can I have Multiple User or Notifier Groups for a Single Round?

      Environment / Applies To Relay Dash Relay Pro Plan Answer No, if you would like to track multiple rounds, you will need to set up each one separately. For example, you may have one security patrol round and one cleaning round.

    • How to Set a Relay's Home Channel

      Objective Set a Relay devices home channel in Relay Dash and the Relay Pro App Environment/Applies To Dash Relay Pro App Account Owners/Admins Procedure Setting a Home Channel in Dash Log in to dash.relaypro.com On the left side, click Account Click ...

    • How to Set Up a Geofence

      Objective To better understand how to set up a Geofence in Relay Dash. Environment / Applies To All Relay Service Plans Dash Procedure Geofences are a great way to keep track of where your Relays are going. With Goefences, you will be able to see ...

    • Rounds

      Important This article only applies to Relay Accounts with our Relay Pro Plan. If you are unsure of what service plan you have, or want to learn more about what features are included in your plan, contact your Customer Success Representative or the ...