Creating New Organizations
Goal
To create a new organization in Accelerated View.
Setup
New organizations in aView require that administrative permissions are set and group configurations are copied over. Once both are lined up, the organization is ready to be populated with devices and users.
Add a New Sub Organization
- Navigate to the Organizations screen using the main menu.
- Select New Sub Organization from the Actions menu.
- Name the new organization and enter any other relevant information.
- Click Create Organization to finalize the new entry.
Grant Admin Permissions
- Select Roles from the new organization's Actions menu.
- Note that only the "Admin" role is listed by default, and it lacks any abilities other than View Only.
- Click the Edit button.
- Define permissions by selecting the relevant checkboxes.
- Click Update Role to finalize any edits made to the selected Role.
Create additional roles to define alternative levels of system access.
Populate the New Organization
Move Devices
- Browse to a device by searching for its MAC address or selecting it from the Cellular Devices list accessible from the main menu.
- Navigate to the Settings tab.
- Select the Change button next to the Organization field and choose the newly created sub org from the corresponding pull-down menu.
- Click the Set Organization button to finalize the device's move to its new organization.
Invite Users
- Navigate to the Users screen using the main menu.
- Click the green Create button.
- Select the intended Organization and Role.
- Click Create User to send out an automated invitation to the specified email address.
When a new user is created, Accelerated View will send a welcome email to the user's email address with instructions on setting up their user's password and account.
Note: When creating a new user, the user must setup their account and password within 72 hours (3 days) after the email has been sent. After this time, the user will need to be recreated.
Copy Over Device Configurations
- Navigate to the Configurations screen using the main menu.
- Browse to the configuration selected for duplication by clicking on the hyperlink in the entry's Name column.
- Click the blue Copy button and follow the prompt to name the new group configuration.
Be sure to enter a distinct label for group configs, including a reference to the device model and organization.
- Once the new configuration has been duplicated, select the green Edit button.
- Select the newly created sub org from the Organization pull-down menu.
- Click the Update button at the bottom of the page after making any other configuration changes via the Settings field.
- Browsing back to the Configurations screen using the main navigation menu, as indicated in step #1, the newly duplicated group configuration should be listed.
Be sure that the duplicated configuration is listed under the correct Organization.
Linking Devices to Configuration Profiles
- Navigate to the newly duplicated group config.
- Scroll down to the bottom of the page and click the Link Devices button located on the right side of the screen.
- Using the checkboxes found in the left-most column, select any and all devices that should be linked to this group configuration profile. The list includes all devices matching the group configuration's model (within that particular organization).
When a device is linked to a configuration, that configuration profile is automatically populated in the Group Configuration pull-down menu by default.
Additional configurations can be selected from the pull-down menu if necessary, but keep in mind that the field will only show group configs associated with that device's organization.