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Understanding Custom Properties & Groups

GCXONE provides a flexible mechanism to categorize sites and restrict user visibility using Customer Groups and Custom Fields.

Customer Groups (Visibility Filtering)​

Customer Groups allow you to control which specific customers a user can access without creating unique roles for every client. This is essential for segregating data in multi-tenant environments.

Key Benefits​

  • Data Segregation: Prevent users (e.g., an installer for Company A) from seeing sites belonging to Company B.
  • Environment Separation: Isolate production sites from test/trial sites to avoid operator confusion during maintenance.
  • Scalability: Assign a single "Operator" role to multiple users, then filter their view simply by changing their Customer Group assignment.

[!IMPORTANT] GCXONE uses a Positive Definition policy. Users at the Service Provider level see everything by default unless explicitly restricted by a Customer Group.

Custom Fields​

Custom Fields are user-defined variables that store site-specific metadata used in workflows and reporting.

Supported Field Types​

  • Text: Any character sequence (e.g., "License Plate", "Gate Code").
  • Number: Positive or negative integers.
  • Select One / Multiple: Dropdown lists for standardized inputs (e.g., "Customer Tier", "Security Level").

Configuration Scope​

  • Sites: The field appears on the settings page of every individual site.
  • Site Groups: The field is set at the group level and inherited by or displayed for all sites in that group.

Audit and Public Display​

A custom field can be marked as Public to include it in PDF/Email reports, or as Hidden to store sensitive information (like master override codes) that is only visible to specific administrative roles.