Asset grouping allows you to organize assets into defined groups and control who can see and receive notifications for those assets. You can create multiple asset groups and assign specific user records to each one.
How it works:
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Assets are assigned to one or more groups
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Users are assigned to specific groups
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When users log in, they only see assets that belong to their assigned groups
Example:
Group 1 contains a specific set of assets and users. When those users log in, they will only see PMs and work orders related to assets in Group 1.
Notifications:
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Notifications can be sent to users within the same asset group
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If an asset belongs to a group, only users in that group receive notifications
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The asset group list is visible within notification settings
Important Notes:
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Asset grouping must be enabled for this feature to work
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Work Orders (WOs) are not assigned to groups directly
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Staff records are assigned to groups
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Visibility of PMs and WOs is driven by the asset’s group, not the WO itself
Why use asset grouping?
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Cleaner dashboards
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Fewer irrelevant notifications
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Better security and role-based visibility
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Improved focus for technicians and teams
If you’re managing multiple buildings, departments, or vendors, asset grouping is an easy win for keeping data clean and users focused.