Group Management

OrbitSailor uses groups to organize and manage users, services, and vessel lists efficiently. A default group is automatically created for you during setup. Administrator rights are required to manage groups.

For assistance with group management or any related queries, please contact our support team. Visit the introduction to OrbitSailor page to learn more about our support.

Groups structure

Your OrbitSailor account comes pre-configured with a default admin user and a primary group, enabling a quick start. This setup suits most customers.

For advanced management, OrbitSailor supports multi-user groups. Groups let you assign customers, vessel lists, and services to specific teams, controlling access and permissions across the system. You can create many groups and users (there is no limit).

The diagram illustrates how groups and related items work:

1. Group A:

• Users: Three users (A1, A2, A3), one with admin rights (A2).
• Services: One service (A1).
• Vessels: Two lists (A1, A2).
• Admin (A2) can manage group settings, users, services, and vessel lists.

2. Group B:

• Users: Two users (B1, B2), one with admin rights (B2).
• Services: Two services.
• Vessels: Four lists.

Create a new group

Step-by-Step Instructions

1. Start the process.
2. Go to the OrbitSailor login page.
3. Login using an account with Customer Admin or Admin rights.
4. Navigate to the Group Configuration section.
5. In the Group Configuration interface:
   1. Click ADD NEW to begin creating a new group.
   2. Enter the group name.
   3. Provide a description for the group.
6. Click the Save button to finalize the creation.
7. End of the process.

Delete a group

DANGER

This operation cannot be undone.

Step-by-Step Instructions

1. Start the process.
2. Go to the OrbitSailor login page.
3. Login using an account with Admin rights.
4. Navigate to the Group Configuration section.
5. In the Group Configuration interface:
   1. Select the group you wish to delete.
   2. Click the Delete button to remove the group.
6. End of the process.

Add a user account to a group

INFO

We acknowledge certain limitations in the current dashboard design and are actively working on improvements to enhance your experience.

Step-by-Step Instructions

1. Start the process.
2. Go to the OrbitSailor login page.
3. Login using a Customer Admin account.
4. Navigate to the Group Configuration tab.
5. In the Group Configuration section:
   1. Select the group to which you want to assign a user.
   2. Click on the Customer's users field.
   3. Select the user you want to assign.
   4. Click Update Group Users.
6. Click the Save button to confirm the assignment.
7. End of the process.