Groups

Named sets of assets you can filter by, report on, and grant access to as a single unit.

What this page is for

A group is a named set of assets. Once a group exists, you can filter by it, report on it, and — importantly — grant a user access to it as a single unit instead of ticking thirty individual sites.

Groups are how a fleet gets a workable shape: by customer, by portfolio, by region, by O&M contract, by whatever division your team actually thinks in.

The Groups list showing twelve groups with their name, asset type (PV Systems or EV Charge Points) and asset count.

The list

Column	Meaning
Group Name	The name shown wherever the group can be chosen. Sortable.
Type	The asset type the group holds: PV Systems, BESS or EV Charge Points.
Assets	How many assets are currently in the group.

Above the table: a search box, the group count, a column-settings button and the + button that adds a group. Each row has a three-dot menu for editing and deleting.

Groups hold one asset type

A group is typed. "Kahane Chargers" is a group of EV charge points; "Schools" is a group of PV systems. You cannot mix chargers and PV systems in one group — if a customer has both, create one group per type, usually with parallel names.

How to create a group

Go to Settings → Groups.
Press the + button at the top right.
Enter a Group Name. Required.
Choose the Type: PV Systems, BESS or EV Charge Points.
Open the asset picker below and select the assets to include. The picker is searchable.
Press Save.

The Add Group form: a required Group Name field, a Type selector set to PV Systems, and a searchable picker for choosing the systems to include.

How to change or remove a group

Edit: open the row's three-dot menu, choose Edit, then add or remove assets and save. The group keeps its identity, so anything referencing it — saved views, user access — follows the new membership automatically.
Delete: open the three-dot menu and choose Delete. The assets themselves are untouched; only the grouping goes.

Where groups are used

Filtering — in fleet and system lists, to narrow the view to one group.
Access control — in Team Management, the asset picker offers Assign Systems From: Custom or Groups. Choosing Groups means a user's access follows the group as it changes.
Reporting — group-level comparison and reports scoped to a group.
Billing — tenant charges can be split by group.

Notes

Prefer group-based access to hand-picked lists. A user assigned a group sees new sites the moment they join it. A user given a custom list needs editing every time the portfolio changes.
Deleting a group affects everyone using it. Users whose access was defined by that group lose it; saved views referencing it break. Check before deleting.
An asset can belong to several groups at once.
Name groups for what they are, not for who currently manages them — people move on faster than portfolios do.