User groups, sites & regions

In Pixaera, it is possible to create groups, sites and regions, and add users to their respective locations or departments depending on how you would like to set it up.

⚡Please note: You will need the Admin or Manager role in order to be able to add/edit groups/regions/sites.

Why should I set up groups, regions and sites?

The biggest benefit of adding groups, regions and sites to your Pixaera account is so you can group and compare workers and contractors within your organization based on project, department, location or country.

You can assess which regions are completing the most training, or where the knowledge gaps are in a particular team, by filtering by a specific grouping or analysing a chart comparing the various locations and groups.

💡 Please see here for a full guide on reporting in Pixaera.

How to create a Group, Region or Site

1. Click ‘Organization’, then navigate to the tabs in the topbar.
   
   
2. Click on the entity you'd like to create — Group, Site or Region.
3. From there, click the 'Create' button.
   
   

The process for creating a Group, Site or Region will be the same:

1. Input the Group/Site/Region information (Name and Description) and click 'Save'
   
   
2. After the entity is created, click 'Add users' button to add users individually or in bulk.
   
   

After you've added users, you can remove them from the Group/Site/Region individually or in bulk.

1. Tick the checkbox of a user you'd like to edit and click on the three dots on the right.
2. From there, click 'Remove user'
   
   

To add more users to the Group/Site/Region, click the 'Add User(s)' button and repeat the process.

To view and edit the information about the Group/Site/Region, navigate to the "Details" tab and from there, click the 'Edit' button.