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Setting up and managing reports and notifications for Enterprise Groups

Learn about how to set up and manage notifications and reports to stay on top of business activities across your TELUS Secure Business Enterprise Group.

The Enterprise Groups feature lets you monitor your business locations through notifications and Smarter Business Reports, giving you visibility into all your locations from anywhere. This article goes over how to set up, manage and change your Enterprise Groups notification and reporting settings.

For more information on setting up Enterprise Group users, logins, roles and access permissions, see our article on how to set up and use the Enterprise Groups feature
.

How do I set up my Enterprise notifications and make updates to notification settings?

By setting up notifications, you stay informed about your business’ activities even when you’re away. You can manage notification settings via the TELUS Secure Business web portal. Notifications can be configured so that recipients get alerts about all locations in your Enterprise Group.

Here’s how to create or edit notifications via the TELUS Secure Business web portal:

Log in to the
TELUS Secure Business web portal
with your group login
Check that the name of your Enterprise Group is selected and not a location name. When the Enterprise Group is selected, a
Locations
option appears in the menu instead of
Home
. If a location is selected, use the 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
Click
Notifications
Click
+ New Notification
and then select the type of notification you want to create (e.g.,
Alarm
,
Arming Event
,
System Event
, etc.)
Note
: To edit an existing notification, click the following icon next to the desired notification:
There is no limit to the number of notifications you can set up or the number of recipients for each notification. Enabling or disabling notifications is easy. Just use the toggle on/off button next to each notification
Next, enter a name for the notification
Select the locations you want to be alerted about:
Under
Locations to include in the notification
, select
All Locations
to get notified about all locations or select specific locations by clicking on
Only the following locations

Note
: The ability to include select locations is only available with Business Activity Analytics notifications (i.e.
Occupancy + People Counting
,
Crowd Gathering
and
Queue Monitoring
) or with specific reports (i.e.
Location Summary
,
Sensor Activity
,
SBTM Temperature History
,
Arming Disarming
,
Access History
,
Alarms Issues
,
Location Open/Close
and
Video Health Report
)
Under
Recipients
, click
Add
to select notification recipients in the address book or click
New
to add a new address book entry
Click
Save
Note
: When you set up notifications for all locations, recipients will get alerts from every location in the group. If a user wants to receive notifications from just one location, you'll need to set up notifications at the single-system level. For more information on how to set up notifications for a single system or location, see
How do I add or remove notification recipients for my group

How do I add or remove notification recipients from my group?

How to add notification recipients

You must add users to each notification you want them to receive. There is no limit to the number of users that can be added to receive a notification. You can manage notification recipients via the TELUS Secure Business web portal or app.

Here’s how to configure notification recipients using the TELUS Secure Business app:

Log in to the TELUS Secure Business app (
iOS
or
Android
)
Tap this icon:
Tap
Notifications
Tap this icon:
Tap this icon to create a new notification or tap an existing notification to update it:
Tap
Add
to select notification recipients
Select the users in the address book to be notified or tap
Add Contact
to add a new address book entry
Note
: If the desired communication channel is not listed (e.g. phone, email or SMS) under the recipient, you can add it to their user profile
Once all of the desired recipients are selected, tap
Close
Check that all recipients selected are correct
Tap
Save

Here’s how to configure notification recipients using the TELUS Secure Business web portal:

Log in to the
TELUS Secure Business web portal
Click
Notifications
Click
New Notification
to create a new notification or click the following icon to update an existing notification:
Click
Add
to select notification recipients
Select the users in the address book to be notified or click
New
to add a new address book entry
Note
: If the desired communication channel (e.g. phone, email, SMS) is not listed under the recipient, you can add it to their user profile. Learn more about
how to set up personalized notifications and alerts
Click
Close
once all of the desired recipients are selected
Check that all recipients selected are correct
Click
Save

How to remove recipients from a notification

You can use the TELUS Secure Business web portal or app to remove a user from a notification’s recipient list.

Here’s how to remove recipients from a notification using the TELUS Secure Business app:

Log in to the TELUS Secure Business app (
iOS
or
Android
).
Tap the following icon:
Tap
Notifications
Tap the following icon:
Select the notification you want to edit
Under
Recipients
, tap the following icon to remove the desired notification recipient:
Tap
Save

Here’s how to remove recipients from a notification using the TELUS Secure Business web portal:

Log in to the
TELUS Secure Business web portal
Click
Notifications
Click the following icon on the notification to edit:
Under
Recipients
, click the following icon to remove the desired notification recipient:
Click
Save

How do I set up or edit Smarter Business Reports?

With Smarter Business Reports, you can stay up-to-date with what’s happening at each location in your group. 

Here’s how to enable or edit Smarter Business Reports using the TELUS Secure Business app:

Log in to the TELUS Secure Business app (
iOS
or
Android
)
Tap on the menu icon:
Tap
Reports
Create a new report or edit an existing one:
To create a new report, tap the add button:

Select the type of report you want to generate
To edit an existing report, tap the following icon next to the desired report:
Next, tap this icon:
Note
: To delete an existing report, tap the following icon next to the desired report and then tap
Delete
:
Enter the desired name for the report
Select the locations you want to include in your report:
Under
Locations to include in the report
, select
All Locations
to have the report apply to all locations or select
Only the following locations
for specific locations only
Note
: The ability to include select locations in your report is only available with
Business Activity Analytics
reports (i.e.
Occupancy + People Counting
,
Crowd Gathering
and
Queue Monitoring
) or with specific reports (i.e.
Location Summary
,
Sensor Activity
,
SBTM Temperature History
,
Arming Disarming
,
Access History
,
Alarms Issues
,
Location Open/Close
and
Video Health
)
Under
Recipients
, click
Add
to select report recipients in the address book or click
New
to add a new address book entry
Click
Save
Note
: For reports that include all locations, recipients will receive notifications from all locations in the group. If a user only wants notifications from one location in the group, the notification needs to be created at the single-system level. For more information about how to create notifications for a single system or location, see
How do I add or remove notification recipients for my group?
Configure the report and then tap
Save

Here’s how to enable or edit Smarter Business Reports
 using the TELUS Secure web portal: 

Log in to the
TELUS Secure Business web portal
Click
Activity
Click
Reports
Create a new report or edit an existing one:
To create a new report, click on the following icon:
Select the type of report you want to generate
To edit an existing report, click the following icon next to the desired report:
Note
: To delete an existing report, click
Delete
next to the desired report
Enter the desired name for the report
Select the locations you want to include in your report:
Under
Locations to include in the report
, select
All Locations
to have the report apply to all locations or select
Only the following locations
for specific locations only
Note
: The ability to include select locations in a report is only available with
Business Activity Analytics
reports (i.e.
Occupancy + People Counting
,
Crowd Gathering
and
Queue Monitoring
) or with specific reports (i.e.
Location Summary
,
Sensor Activity
,
SBTM Temperature History
,
Arming Disarming
,
Access History
,
Alarms Issues
,
Location Open/Close
and
Video Health
)
Under
Recipients
, click
Add
to select report recipients in the address book or click
New
to add a new address book entry
Click
Save
Note
: For reports that include all locations, recipients will receive notifications from all locations in your group. If a user only wants notifications from one location in the group, the notification needs to be created at the single-system level. For more information about how to create notifications for a single system or location, see
How do I add or remove notification recipients for my group?

How do I access different locations and reports from my Enterprise Group?

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