Estate Manager Setup
There are a number of different administration tasks that you will need to do as part of management of an Estate Manager instance.
These differing tasks will need looking at when first configuring Estate Manager for use and in the future when things change.
For example, configuring the address book filtering is probably something that you'll need to do each time you get a new Client signed up to your overall data reporting offering. Similarly adding and removing users to the Estate Manager user logins section will need to be updated each time you need to give access or restrict access to individuals.
Address Book Filters
The address book is used to sort your devices into a logical order. The specific order is completely up to you, but in most cases it will be by customer, by country, by city, by building name, or any combination. But as long as the information is available you can sort by anything you want to.
Essentially, it is the settings made to devices themselves that are used for filtering each device into its correct address book group(s). So this means things like the configured 'Site Name', 'Site ID', 'Device Name' and 'Device ID' in the Site Settings section of the device are used.
Details of how to configure address book filtering is here.
User Management
Estate Manager supports hundreds of simultaneously logged in users, if required. Each user has one of four access levels associated with it, and details of configured each user type is here.