🏷️ Configuring Customer Groups
Customer Groups are the primary tool for segregating data within a single Tenant. They allow you to define which specific customers a user can see without needing to create hundreds of individual roles.
Why Use Customer Groups?
By default, a user at the Service Provider level can see every client site in the platform. Customer Groups provide a "Lens" to filter that view.
- Data Privacy: Ensure that Installer A cannot see the sites managed by Installer B.
- Environment Isolation: Separate "Production" sites from "Test/Trial" sites so operators aren't distracted by test alarms.
- Regional Management: Create groups for specific cities or states (e.g., "Texas Sites") and assign regional managers to those groups.
🛠️ How to Create a Group
- Navigate to Configuration → Customer Groups.
- Click Add New.
- Name the Group: Use clear, descriptive labels (e.g., "Premium Support Tier" or "Midwest Region").
- Assign Customers: Select the specific client organizations that should be visible to this group.
- Activate: Ensure the toggle is set to Active and click Create.
🔑 Access Rules & Overrides
Positive Definition Only
GCXONE uses a "Positive Access" model. You specify what a user CAN see. You cannot "Exclude" a single site from an otherwise global view.
How it Overrides Roles
- Without a Group: A "Service Provider" user sees all 1,000 customers.
- With a Group: Assigning that same user to the "Retail Group" (containing 5 customers) immediately restricts their view to ONLY those 5 customers.
🚀 Use Case Example
The "Test vs. Production" Setup
To protect your operators from false alerts during system maintenance:
- Create a group called "Production Only" and add all live billing clients.
- Create a group called "Staging/Test" and add your internal test sites.
- Assign your daily monitoring staff to the Production Only group.
- Assign your technicians to the Staging/Test group.