To add an individual group to your iOn account, follow these steps:


Note: For details on how to add several groups at once, see Importing Groups.


  1. In the sidebar menu on the left, click .
     
  2. Click Groups on the flyout menu that appears.
     
    The Admin - Groups screen will appear.
       
  3. Click Add New at the top right of the screen.
     
    The Add Group dialog box will appear.
       
  4. Type the name to use for the group in the Group Name field.
     
    By default, the group you currently have selected in the Group Chooser will be set for the parent group (just above it in your organization's tree structure) of the group you are adding.
     
  5. If you would like to place it in a different group, click the Parent drop-down arrow and select the group from the list.
     
  6. Leave the Group Status field at its default value of Enabled.
    Note: The Group Status values of Disabled and Suspended were designed for iOn customers with customers of their own, the idea being that you could temporarily suspend the data if one of your customers is delinquent on their payments, but this won't likely be the case when you are adding a new group.
  7. If the group should use the same unit of measure as that of its parent group, you can leave the Units of Measure field at its prepopulated value, Use Default. If the group needs a different unit of measure, you can click this drop-down arrow and select Imperial (for miles) or Metric (for kilometers).
    Note: This will be the default unit of measure that is set for any assets, users, and other entities that are assigned to the group.
  8. Click the Time Zone drop-down arrow and select the time zone to use to report the group's assets' activities.
    Note: A value of Browser Default will report activity based on the browser setting of the user who is viewing the data.
    Overspeed Threshold, the number of miles or kilometers per hour over the posted speed limit you want to have reported as speeding (for example, if you input 10 for this, a speed of 65 mph will be considered speeding in a 55 mph speed limit zone), will be prepopulated with your account default value.
     
  9. If you want to use a different setting, select the value in the Overspeed Threshold field and type the new one.
     
  10. In the Work Stop Duration field, type the time in minutes you want to have considered as a trip stop (in other words, what to consider as the end of a trip); this helps distinguish between short stops such as picking up a cup of coffee and actual work stoppage, and it feeds the Trip Detail View and Trip Summary View reports.
     
  11. Click the Default Language drop-down arrow and select the language you would like to use for all text related to the group, such as notifications and welcome emails.
    Note: As with the time zone, if you leave this at Browser Default, iOn will use the language the user's browser is set to.
  12. Click the Date Format drop-down arrow and select how dates should appear for the group's data (with the month or date value first).
    Note: This will enable you to customize the group's dates by its location, such as if it's a group of vehicles in Europe, where you might want to use the DD/MM/YYYY format.
  13. If your organization employs OBDII devices and you would like iOn to automatically create an asset within the software when one such LMU is installed into a vehicle and to autoassociate the device with an existing asset, select Enable Auto Asset Creation and Enable Auto Asset Association, respectively. ( means selected, and  deselected.)
     
  14. If you want to force your users to acknowledge (and handle) urgent notifications, select the Urgent Notification Pop-ups Must Be Acknowledged toggle.
    Note: In the Preferences section of My Profile (see Viewing Your Profile and Setting Your Preferences), there are options for users to turn off some or all notification pop-ups based on level of severity. If you enable the Urgent Notification Pop-ups Must Be Acknowledged toggle, it will override the users' choices and make them acknowledge urgent alerts.
      
    If you select Urgent Notification Pop-ups Must Be Acknowledged, the Enable Notification Alert Sound check box will be displayed. When this is checked, a chime will play in iOn repeatedly for users any time an urgent alert comes in. Be careful with this, however! The chime will continue periodically up until the point that a user acknowledges the urgent notification.
     
    If you don't require urgent notifications to be marked as read, leave this toggle deselected.
     
  15. Scroll down to display the Types and Categories options.
      
    If the group's parent group (or any group above it in its direct hierarchy) has available types and categories, they will be automatically included for your new group. The types and categories are used as follows:
     
    • Asset Types: Different kinds of assets, with the defaults of Equipment, Machine, Powered, Tool, Trailer, Unpowered, and Vehicle provided by iOn. You can also add your own types if you need to further classify your assets. After you've designated your assets with your types, you can run reports for just certain ones — for example, for just your tools (iOn Tags). Also, you can narrow results on the Tracking screen by type.
       
    • Operator Types: These are similar to asset types but for your drivers.
       
    • Asset Categories: Groupings for your assets, such as Light-Duty Truck or Heavy-Duty Truck. After you've created these categories and designated your assets with them, you can run reports for just certain categories — for example, for just your small trucks.
       
    • Operator Categories: Groupings for your operators, such as Contractor. You can also return Operator Performance report results for just certain operator categories (if you have created them and applied them to your drivers).
       
    • Route Categories: Groupings to designate how your routes are used, such as Monthly. Remember, in iOn, a route isn't a path that a vehicle is assigned to follow (a specific itinerary of stops along a course); rather, an iOn route is an attribute you can define to use as a filter (such as snow routes in a certain area).
       
    • Geofence Categories: Classifications for your geofences, such as Worksite or Restricted Zone.
       
  16. To add a type or category for any of these options, follow these steps:
     
    1. Place your cursor in the type or category field and click where it says, "Create Types/Categories."
       
    2. Type the name of the new type or category; for example, to add a category for your worksites, in the Geofence Categories field, you would type "Worksites."
       
    3. Press Enter.
       
    4. To add more types or categories, repeat steps a through c.
       
  17. Click Done.
     
    Your new group will appear in the Admin - Groups list, and a success message will appear at the bottom of the screen.
     
    Note: If nothing appears to happen when you click Done, scroll back up in the dialog box. You might have forgotten to fill in a required field (such as Work Stop Duration), which will be indicated by a red line in the field and a validation message. If that's the case, fill in the missing information and then click Done.
  18. Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)