Automation Groups for Commercial Properties

Automation Groups for Commercial Properties

Automation Groups for Commercial Properties

In this guide, you will learn:
  1. How to create an Automation Group to Log Presence
  2. How to create an Automation Group to notify Staff of Occupants entering the property
  3. How to create an Automation Group to notify Occupants of packages

Creating an Automation Group to Log Presence

Automation Alerts are not used for Logging Presence in the VTS Rise platform. 

Step 1
Upon logging into the Admin Portal, select “Advanced” from the left navigation menu and select "Automation Groups.”


Step 2
Select “Add Automation Group” from the upper right corner.


Step 3
Create Automation Group.
  1. Title: Name of the Automation Group.
  1. Beacon: Select the relevant beacon(s) you would like to begin logging presence.
  1. Occupant Type: The occupant type(s) you would like to track and log presence when in the radius of the selected beacon.
  1. Staff Role: The staff role(s) you would like to track and log presence when in the radius of the selected beacon.
  1.  Select “Log Presence.”


Step 4
Select “Submit” to save and complete the Automation Group setup.

Creating an Automation Group to Notify Staff an Occupant has entered Property

An Automation Alert for notifying staff needs to be created prior to tying it to the Automation Group in the VTS Rise platform. Check out this article to learn how to create Automation Alerts!

Step 1
Select “Advanced” from the left navigation menu and select "Automation Groups.”


Step 2
Select “Add Automation Group” from the upper right corner.


Step 3
Create Automation Group.
  1. Title: Name of the Automation Group.
  1. Beacon: Select the relevant beacon(s).
  1. Occupant Type: The occupant type(s) you would like to notify staff when in the radius of the selected beacon.
  1. Staff Role: The staff role(s) you would like to notify staff when in the radius of the selected beacon, if applicable.
  1.  Select “Notify Staff" from here you can select the alert to apply to the group as well as select Staff Roles that should receive the Alert.


Step 4
Select “Submit” to save and complete the Automation Group setup.

Creating an Automation Group to alert Occupants of Packages

An Automation Alert for notifying Occupants of packages needs to be created prior to tying it to the Automation Group in the VTS Rise platform. Check out this article to learn how to create Automation Alerts!

Step 1
Select “Advanced” from the left navigation menu and select "Automation Groups.”


Step 2
Select “Add Automation Group” from the upper right corner.


Step 3
Create Automation Group.
  1. Title: Name of the Automation Group.
  1. Beacon: Select the relevant beacon(s).
  1. Occupant Type: The occupant type(s) you would like to notify of the package.
  1. Staff Role: The staff role(s) you would like to notify of the package.
  1.  Select “Send Alert to Selected Users" from here you can select the alert to apply to the group. 


Step 4
Select “Submit” to save and complete the Automation Group setup.