How to Create a Security Group and Restrict Access to Assets
This article explains how to set up a Security Group in Perspio and assign it to a user to limit their access to assets.
Security Groups in Perspio let you precisely control who sees which assets by bundling assets you wish to provide access into a named group, assigning users (or roles) to that group, and automatically hiding any assets not included—ensuring that each user only has visibility into their designated group and simplifying permissions management across your tenant.
1. Click on Groups

2. Click on Add Group
Click on the Drop Down and select Security to change the type of Group, Click on Add Group to start setting up your Security Group

3. Click on Asset Group Security Group

4. Click on Next

5. Setting Group Details
Enter the group name, provide a brief description of its purpose, and select or enter a category for the group.

6. Select the Asset Grouping
Click on Manual to select assets manually or Dynamic to select assets based on conditions.

7. Manually selecting assets
When selecting assets manually, type one of the asset's properties in the search bar and click on checkbox to select one or multiple assets. Click on Create to continue.

8. Dynamic Asset Selection
When selecting assets dinamically, build a condition by choosing a criteria of grouping. You can pick:
- Asset Details: Any information in the Asset Master records;
- Telemetry: Telemetry data captured by the device, such as External Battery Voltage, Active Status and more;
- Asset Configuration: Flags and Counters and Status.
9. Click on Go to group to finish Group Creation
This will establish a group of assets to which a user will be granted access. Users within this group will have visibility only to the assets included in it.

Follow the next steps to add a user to the Security Group.
10. Click on Admin

11. Click on Users

12. Select the user
Select the user to be added to the group by clicking on the Edit button.

13. Click on Security Groups

14. Select the Security Groups
Click on Restricted and proceed to add the Security Groups to the user. You can add one or more groups, with no restrictions on the number of Security Groups a user can join.
