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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

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

Click on Add Group
 
 
 

3. Click on Asset Group Security Group

Click on Asset Group     Security Group
 
 
 

4. Click on Next

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.

 

Click on Next
 
 
 

6. Select the Asset Grouping

Click on Manual to select assets manually or Dynamic to select assets based on conditions.

Click on Manual Select assets manually    Dynamic Select assets based on conditions Search and add assets to the group  Search assets   0 assets in this group  There are no assets in this group, yet. Add assets to get started
 
 
 

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.

Click on Create
 
 
 

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.

Click on Go to group
 
 

Follow the next steps to add a user to the Security Group.

 

10. Click on Admin

Click on Admin
 
 
 

11. Click on Users

Click on
 
 

12. Select the user

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

Click on Edit
 
 
 

13. Click on Security Groups

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.

Click on Select