User Groups in Rayven are a core part of access control, allowing you to segment data visibility and interface access based on roles, locations, or responsibilities.
User Groups in Rayven.io are a foundational tool for controlling data access and interface visibility. By organizing users into groups based on location, role, or customer segment, you can ensure users only see the information relevant to their responsibilities.
1. Creating a New User Group
To create a User Group:
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Go to Workspace Settings > User Group Management
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Click Create New Group
Required Fields
| Field | Description |
|---|---|
| User Group Name* | Unique, descriptive identifier (e.g., NorthRegionOps) |
| Description | Optional note about the group's role or scope of access |
Example
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User Group Name:
NorthRegionOps -
Description: Operators responsible for northern city logistics and alerts
2. Filtering Data Access
Control what data each group can see by applying row-level filters.
Filter User Group Data
Filters restrict access to records in Primary Tables using label conditions.
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Supports AND/OR logic for compound conditions
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Common label types:
Region,City,Device Type,Customer ID
Example Filter:
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Region = NorthANDCity = Melbourne
Use Case
This ensures that users in a group see only the data relevant to their region, department, or role—enhancing security and clarity.
3. Configuring Group Time Zone
Set the default time zone for the group:
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Affects dashboard date/time visualizations
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Ensures accuracy for teams in different regions
4. Group Type Settings
Choose how data and views are scoped for group members.
| Type | Description |
|---|---|
| Shared | All members see the same dashboards and filtered data |
| Private | Each member sees only their own records (e.g., filtered by User ID or Tag) |
Private Groups are ideal for:
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Mobile field teams
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Individual sales reps
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Customer-specific access
5. Assigning Interfaces
Specify which dashboards or panels this group can access:
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Standard dashboards
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Workflow-based panels
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AI-enhanced views (e.g., predictions, summaries)
You can also link to:
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HTML widgets for tailored content
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Alerting connectors (e.g., Slack, Twilio)
6. Best Practices
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Use consistent naming: e.g.,
Region_Roleformat (West_FieldTechs) -
Document logic: Describe filters and purpose in the group description
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Review access regularly: Keep filters aligned with org structure
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Test access: Log in as a user to validate what they can see
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Avoid duplication: Reuse dashboards by leveraging groups rather than copying interfaces
7. Compliance & Advanced Use
User Groups are critical in:
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Multi-tenant platforms
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Regulated environments
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Enterprise deployments with strict data boundaries
For complex group structures or advanced label schemas, contact Rayven Support for design assistance.
Q&A
Q: Can one user belong to multiple groups?
A: No. Each user is assigned to a single group to ensure consistent data filtering.
Q: What happens if a label used in a filter is missing from a record?
A: The record will not be visible to any user group unless the filter condition is explicitly designed to include such cases.
Q: Can dashboards display a different layout per group?
A: Yes, by assigning different interface configurations to each group or using conditional widgets.