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How to set up and use TELUS Secure Business Enterprise Groups
Learn all about how to set up and add new users to your Enterprise Group, configure and manage user roles and access permissions, monitor locations remotely and locally, and more.
This article goes over how to set up and manage group logins and user codes, on-site and remote access to systems, and user roles and access permissions.
Check out our other article that goes over .
how to manage and set up notifications and Smarter Business Reports for select or multiple locations within your Enterprise Group
What is an Enterprise Group?
Enterprise Groups are a component of the TELUS Secure Business Service and are available for small- and medium-sized business customers managing more than one location with a TELUS Secure Business security system enabled.
Enterprise Groups allow customers to view the status and recent activity of multiple systems on one page using the TELUS Secure Business app or web portal.
Using the TELUS Secure Business web portal, you can set up and manage your Enterprise Groups, along with user codes, reports, notifications and schedules across one or more systems in a group.
What types of customers can access the Enterprise Groups feature?
The Enterprise Groups feature is available for small- and medium-sized business customers who manage multiple locations where TELUS Secure Business security systems are installed.
What information do I need to set up an Enterprise Group?
Here’s a list of what you’ll need before you create an Enterprise Group:
- Naming convention for group names (e.g. region, manager’s name, store number, etc.)
- List of all the locations to be added to each group
- List of Enterprise users (users with access to multiple systems within your Enterprise Group) versus single-system users (users with access to only one location)
- List of Enterprise users to add to each group
- Specify the locations each user can access
- If applicable, specify the times users can access the locations (e.g. An employee’s user panel/lock code is programmed to work between 7 a.m. to 8 p.m., Monday through Friday). This feature is available on all compatible locks and select security panels
- Types of notifications (e.g. open/close, alarms, etc.) to use and who should receive them
- Business hours for each location.Note: You can create one template for locations that have the same business hours
- Account that you’ll use as the primary login (e.g. corporate office, headquarters, etc.): You need to create your first Enterprise Group under this account. The primary login you set for the first security system you add to your group will be the default administrator login for the entire Enterprise Group
- Note: The default administrator login can be changed at a later time. For more information on roles and permissions, seeHow do I create new group logins for users and configure their role-based access and permissions via the web portal?
How do I create a new Enterprise Group?
You can create a new Enterprise Group for accounts (i.e. locations) that aren’t part of a group yet.
Here’s how to create your first Enterprise Group:
- Log in to theTELUS Secure Business web portal
- ClickSettings
- ClickMulti-Location Management
- ClickContinue to begin creating a new Enterprise Group
- Choose if you want to add other security systems to your new Enterprise Group and then clickContinue
- Enter a name for the Enterprise Group (use a logical naming convention based on region, manager’s name, store number, etc.). ClickContinueonce done
- Select the Enterprise Group logins that should have administrator roles for the group and then clickFinish
Here’s how to create an additional Enterprise Group:
- Log in to theTELUS Secure Business web portal
- ClickManage Groups
- Click on the+ ENTERPRISE GROUPbutton (in the top right-hand corner of the screen)
- Enter the desired name for the Enterprise Group and then clickSave
- Select the Enterprise Group logins that should have administrator roles for the group and then clickFinish
How do I add a location to an existing Enterprise Group?
You can add new locations to an existing group to manage and make changes across multiple properties at once. You can add as many locations as you want to an Enterprise Group, but each location can only be added to one group.
Important
: To add an account (i.e. location) to your existing Enterprise Group, you must have the TELUS Secure Business service already active at that location. Here’s how to add a location to a group:
- Log in to theTELUS Secure Business web portal
- ClickManage Groups
- Click+next to the desired group
- Enter your Enterprise Group administrator login name and password for the location
- Note: The login credentials used must have administrator permissions in the group where the new location will be added
- ClickConfirm
How do I set up Enterprise Group users?
How to set up users with on-site access to your security panel
To give a user on-site access to your security panel, you first need to set them up as a group user in your Enterprise Group and then the user can add their code to the security system locally.
Learn how to create new group users via the or .
web portal
app
Note
: The user code only provides on-site access to your system’s panel. To grant users remote access to your system via the TELUS Secure Business web portal or app, you need to create a new group login (see below).How to create a new group login
Note
: Users do not get set up with a user code when you create a group login for them. If you need to set up users with on-site access to your security panel, you need to create user codes via the web portal
app
How to manage location access and permissions for users in my Enterprise Group
- Select the account you want to use as the primary login (e.g. corporate office, headquarters) You need to create your first Enterprise Group under this account. The primary login will have administrator rights to manage the Enterprise Group
- An Enterprise administrator can grant users access to multiple locations within your Enterprise Group. They can set which locations each user can access in the group. For example, the administrator can set up a user without access to any locations, where the user would just receive system notifications but wouldn’t be able to disarm systems
- Enterprise users with location access need a user code. Once added through the Alarm.com TELUS Secure Business web portal, this user code is pushed to the alarm panel for each location where they will be granted access to panels, keypads or smart locks
- Add an email and/or phone number of the Enterprise user so they can receive email/text notifications (e.g. alarm notifications, open/close email alerts)
- If you set a user up with a user code for a single security system, you cannot use that same code across multiple locations. You would first need to delete the user from the individual location and then set them up as a user in your Enterprise Group
- Here’s how to remove users from a single system and add them to your Enterprise Group:
- If the user is currently receiving text or push notifications, note their mobile carrier along with other details. This information will need to be entered again when you add them as a new user to your Enterprise Group
- Concord and Neo panels must be disarmed when adding or removing users
- After adding a user to your Enterprise Group, the system needs at least five to 10 minutes to process the update. Do not arm, enter programming, send other remote commands or power cycle the panel during this time
- After a user is deleted, select the refresh icon in the top right-hand corner of the page. If you don’t hit refresh first, when you try adding the user to your Enterprise Group, a warning message may appear in the TELUS Secure Business web portal saying the user code is already in use
What is an Enterprise Group login and how do I set one up for a new user?
To grant users remote access to specific security systems in your Enterprise Group, you need to set them up with a username and password (i.e. group login). With their group login, users can manage the
Enterprise Location Management Dashboard
and arm or disarm systems remotely—all through the TELUS Secure Business web portal or app. When creating Enterprise Group logins, you can set users up with different permissions. For example, you can permit a user in your Enterprise Group to only add or remove employees, but prohibit them from modifying any other information.
Learn more about .
creating Enterprise Group logins and setting up user permissions
How do I add users to an Enterprise Group and set up their access via the TELUS Secure Business web portal?
Using the TELUS Secure Business web portal, you can add user information to an Enterprise Group and configure access to multiple locations by following the steps below:
Note
: To “move” a single-system user to an Enterprise Group, you first need to delete the user from the single system and then add them as a new user to your group. - Log in to theTELUS Secure Business web portal
- Check that the Enterprise Group name is selected and not a location name: When the Enterprise Group is selected, theLocationsoption shows in the menu instead ofHome
- If a location is selected, use the location dropdown menu to select the Enterprise Group:
- Enterprise Groups have the following icon next to the Enterprise name:
- Commercial accounts have the following icon next to the location name:
- Residential accounts have the following icon next to the location name:
- If the option to select an Enterprise Group is not appearing, verify your account (i.e. user login) has access to the Enterprise Group
- ClickUsers
- Click+ USER
- Enter the user's first and last name and then clickCreate
- UnderAccess Code, enter the desired code or clickGenerate Code. Next, clickSave and Continue
- Note: Existing master user codes set up for single-system users cannot be used for new Enterprise Group users. Additionally, codes cannot be shared between users (i.e. each user in an Enterprise Group must have their own unique user code)
- UnderSet Access Period, select the access type (i.e.At All Times,Restricted ScheduleorTemporary Access) and then clickSave and Continue
- UnderAccess Type, select the desired type of access for the user:
- Existing + Future: This grants the user access to all devices, in all locations and across all groups. It will also automatically grant them access to future devices, locations and groups
- All Existing Devices: This grants the user access to all existing devices, locations and groups
- Set by Location: You can grant the user access to select locations only
- No Device Access: This option blocks the user from accessing all devices across all locations and groups
- ClickSave.
- The user code will automatically get sent to the security panels at all of the locations where you’ve authorized user access. This process takes a few minutes to complete.Important: Do not make changes to the panel or send other remote commands during this time as this could result in codes not syncing properly
- Wait five minutes before testing the code at the panel
- Note: The time it takes to push codes to the panels depends on the number of locations that need to be updated
How do I add users to an Enterprise Group and set up their access via the TELUS Secure Business app?
Using the TELUS Secure Business app, you can add user information to an Enterprise Group and configure access to multiple locations by following the steps below:
Note
: To “move” a single-system user to an Enterprise Group, you first need to delete the user from the single system and then add them as a new user to your group.- Check that the Enterprise name is selected and not a location name:
- Enterprise Groups have the following icon next to the Enterprise name:
- Commercial accounts have the following icon next to the location name:
- Residential accounts have the following icon next to the location name:
- If the option to select an Enterprise Group is not appearing, verify your account (i.e. user login) has access to the Enterprise Group
- Tap on the menu button:
- TapUsers
- Tap on the add button:
- Enter the user's first and last name and then tapCreate
- UnderAccess Code, enter the desired code or tapGenerate Code. Next, clickSave and Continue
- Note: Existing master user codes set up for single-system users cannot be used for new Enterprise Group users. Additionally, codes cannot be shared between users (i.e. each user in an Enterprise Group must have their own unique user code)
- UnderSet Access Period, select the access type (i.e.At All Times,Restricted Schedule, orTemporary Access). Next, tapSave and Continue
- UnderAccess Type, select the desired type of access for the user:
- Existing + Future: This grants the user access to all devices, in all locations and across all groups. It will also automatically grant them access to future devices, locations and groups
- All Existing Devices: This grants the user access to all currently existing devices, locations and groups
- Set by Location: You can grant the user access to select locations only
- No Device Access: This option blocks the user from accessing all devices across all locations and groups
- TapSave
- The user code will automatically get sent to the security panels at all of the locations where you’ve authorized user access. This process takes a few minutes to complete.
- Important: Do not make changes to the panel or send other remote commands during this time as this could result in codes not syncing properly
- Wait five minutes before testing the code at the panel
- Note: The time it takes to push codes to the panels depends on the number of locations that need to be updated
How do I create new group logins for users and configure their role-based access and permissions via the web portal?
Once a user is set up with a group login, they can view all locations within that group. You can set their role and permissions so that they have view-only access or give them the ability to manage locations within the group.
Here’s how to create or add an existing user’s login to your Enterprise Group and then set their role and permissions:
- Log in to theusing an administrator loginTELUS Secure Business web portal
- Check that the correct group is selected from the location dropdown menu
- ClickUsers
- ClickManage Logins
- ClickAdd Group Login
- Select the type of login to add to your group:
- To create a group login for a new user and set their permissions, click onNew Login
- UnderLogin Name, enter the username
- UnderEmail Address, enter the user’s email address
- Using theRoledropdown menu, select the desired role for the user
- Next, select the desired permissions for the user
- ClickSave
- To add an existing user to your group and set their permissions, click onAssociate Login
- UnderLogin Name, enter the username of the existing user
- UnderEmail Address, enter the email address of the existing user
- Using theRoledropdown menu, select the desired role for the user
- Next, select the desired permissions for the user
- ClickSave
For existing users already added to your group, you can always update their roles and permissions at any time. Here’s how to do this:
- Select the desired user
- Using theRoledropdown menu, update the roles for the desired group
Note
: Click Down
to expand a group and view the subgroups or locations within it.Roles
Here are the four roles to choose from when setting up Enterprise Group logins for new users:
Permission | Description |
Administrator | If you're an Administrator, you can manage the locations within the Enterprise Groups you have access to. |
Full control | If users have full control, they can control and manage all devices. They can also access most functionality in the TELUS Secure Business web portal and app that is available to the primary account login for each location in the Enterprise Group. Users cannot manage website logins and they can’t receive certain types of account notifications that get sent to the primary account login. They also don’t have the ability to manage the Enterprise Group or change group level settings. |
Read only | If users have read-only access, they are able to see most of the website pages and settings for each of the locations in the Enterprise Group, but they cannot manage TELUS Secure Business web portal logins or make any changes to account settings, arming state, or device status. They also won't be able to view saved videos. |
Custom logins | When you create a user's login, you can set them up with a custom role and the exact permissions you want. Select from the permission types and choose the level of control for the user (read-only or full-control access). Your custom permissions will apply to each location in your Enterprise Group. These permissions can be updated or changed at any time. Note : If you set up custom permissions for a user's login, they will be able to view additional TELUS Secure Business web portal and mobile content not covered below. This includes system status, system history, their own passwords and settings, and the system equipment list. |
Group Access
After selecting a role for the user’s login, you’ll will need to decide which groups they can have access to. You can either select
All Groups
or Some Groups
, where you’ll be prompted to select from a list of your Enterprise Groups.
How do I set up business hours to define operating hours for each of my locations and when employees should arrive and leave?
Setting up business hours for your Enterprise Group makes it easier to configure and manage commercial features like reporting, arming schedules, auto re-arming and notifications. Business hours can be managed using the TELUS Secure Business web portal.
Here’s how to create templates for business hours in the web portal:
- Log in to theTELUS Secure Business web portal
- Check that your Enterprise Group is selected and not a location name. When the Enterprise Group is selected, aLocationsoption will appear in the menu instead ofHome
- Enterprise Groups have the following icon next to the Enterprise name:
- Commercial accounts have the following icon next to the location name:
- Residential accounts have the following icon next to the location name:
- If the option to select an Enterprise Group is not appearing, verify your account (i.e. user login) has access to the Enterprise Group
- ClickSettings
- ClickBusiness Hours
- Click+Template
- Note: Business hours will only be applied to the primary partition of each location that uses the template. This can be changed in the location's settings.
- Next, name the template, select the day(s) of the week the business hours will apply to, define hours the location should be open and set windows when employees should be arriving and departing from the location.
- By clicking onCopy, you can select multiple days of the week to apply these settings to. You can also define whether this template will apply toAll Locationsor click onPartial Locations(select from a list of all locations included in the Enterprise Group).
When do I set up user access to be location-specific versus Enterprise-wide?
Your business needs will help you determine how to set up user access with your Enterprise Group. Some staff may need access to all locations, while others should have restricted access to specific sites. The two scenarios below provide examples of when to give employees access to specific locations versus all locations within the Enterprise Group.
In this scenario below, we show how various managers can be given different levels of access to specific locations.
Scenario 1
The business owner has eight restaurants and each restaurant has its own manager and staff. There are also two regional managers. The owner wants to give regional managers full oversight and access controls to all locations while limiting the restaurant managers to control access and staffing at their specific location.
In such a case, we recommend that the owner and regional managers be given logins to the Enterprise Group and have their user profiles created at the Enterprise level. With Enterprise-level access, they can manage all locations and be given access to all devices within the group based on the login’s permissions.
The owner or regional manager can then give individual restaurant managers login access to their specific location so they can manage their staff at the single-system level. The owner or regional managers can still make changes to any location and the restaurant managers will not be able to override any changes they make.
Scenario 2
In this scenario below, we show how to set up users when employees access may change frequently.
The business owner manages eight warehouses. They don’t have a lot of staff but they do have a network of 30 drivers that may need access to one or multiple sites at any given time.
In such a case, we recommend setting up the drivers' user profiles at the Enterprise level. Since the drivers may need access to multiple sites at a time, if the owner grants them Enterprise-wide access, drivers would then be able to access different warehouse locations in just a few clicks. We recommend limiting the number of single-system users to avoid mistakenly duplicating users and credentials. For this type of scenario, it isn’t uncommon for just the default administrator (in this case, the business owner) to have full access and control over most of the locations.
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