---
title: "Organization & Hierarchy Setup"
source: /gcxone/getting-started/organization-hierarchy-setup
locale: en
updated: 2026-09-08
---
## **Overview**

Before beginning, ensure that [First-Time Login & Access](/gcxone/getting-started/first-time-login-access) has been completed. Proper configuration ensures structured access control, operational segmentation, and scalable management across the platform hierarchy.

## **Platform Hierarchy**

GCXONE follows a structured 5-level hierarchy. Each level sits inside the one above it:

`Service Provider └── Customer └── Site └── Device └── Sensor`

| Level | Description |
| --- | --- |
| Service Provider | The top-level entity — your organization managing the platform |
| Customer | A business or client you monitor on behalf of |
| Site | A physical location belonging to a customer |
| Device | A hardware unit (NVR/DVR/hub) installed at a site |
| Sensor | An individual camera or sensor connected to a device |

Navigate to Configuration

From the left sidebar, click the **Configuration** icon. You will see a set of tabs across the top:

Overview · Customers · Customer Groups · Sites · Mobile Towers · Devices · Sensors · IO · Audio · Dashboard · Audit · Analytics · Analytics Scheduler

![](/api/media/file/5078b2e41b5c32e10dca767017d5ddf2d38dfaa5-1910x895.png)

### Level 1: Service Provider

The **Overview** tab shows a high-level summary of your entire environment.

Basic Info:

- **Email** — Service Provider contact email
- **Contact Number** — Primary contact number

Stats at a glance:

| Metric | Description |
| --- | --- |
| Active Customers | Number of currently active customers |
| Non Active Customers | Customers that are inactive |
| Number of Customers | Total customer count |
| Number of Sites | Total sites across all customers |
| Number of Devices | Total registered devices |
| Number of Sensors | Total sensors across all sites |

To edit your Service Provider details, click the **Edit** button in the top right.

Edit Service Provider fields

- Service Provider Name
- Contact Email
- Street Name / Building Number
- Country Code / City
- Country / State
- Logo — Click to upload image
- Map — Interactive location pin

![](/api/media/file/50192968ed2f1fb050f2c66783729132e4d315a7-1918x986.png)

### Level 2: Customer

Go to the **Customers** tab and click **Add New**.

![](/api/media/file/Screenshot-2026-08-16-094437-edited-f17304f0.png?prefix=media)

Basic Information

- **Customer Name** — Official name of the customer entity
- **Contact Email** — Primary contact email address (Required)
- **Select Entity Group** — Dropdown listing the existing Entity Groups. Choose the Entity Group this customer belongs to.

Address Information

- **Street Name / Building Number**
- **Country / State** — Dropdowns

Contact Information

- **Country Code / Phone Number**

Location Details

- **Latitude / Longitude** — GPS coordinates for map visualization

Image & Map

- Upload a customer logo using the **Click to upload image** area
- An interactive map pin confirms the geographic location

Once all required fields are filled, click **Save**.

>  The Customers list shows: Name, Email, Customer Group, Contact Number, Active status, and Actions.

Alternative: Bulk Import Customers

1. Go to **Configuration → Customers**
2. Click **Import**
3. Download the template file
4. Fill in the required data and upload the Excel file

The **Import** button is shown only when the BulkImport app is enabled for your tenant. If you do not see it, open Marketplace and select BulkImport. The same applies to the Sites and Devices tabs.

### Level 3: Site

Go to the **Sites** tab and click **Add New**.

![](/api/media/file/Screenshot-2026-08-16-094608-edited-fe9018ce.png?prefix=media)

Basic Information

- **Customer** — Select the customer this site belongs to (dropdown)
- **Site Name** — Descriptive name for the physical location
- **Select Entity Group** — Dropdown listing the existing Entity Groups. Choose the Entity Group this site belongs to.

Address Information

- **First Name / Last Name** — Contact person at this site
- **Street, Zip, City**
- **Country / State** — Dropdowns

Contact Information

- **Email / Phone** — Site contact details

Location Details

- **Latitude / Longitude** — GPS coordinates
- **Plus Code** — Google Plus Code for precise location
- **What 3 Words** — Alternative precise location identifier
- **Timezone** — Local operating timezone (dropdown)

Once all required fields are filled, click **Save**.

>  The Sites list shows: Site name, Date, Sync Status, Customer, Email, Active status, and Actions. A green dot in Sync Status confirms the site is live and synchronized.

Alternative: Bulk Import Sites

![](/api/media/file/f717edb3566a9fbd42af5eeb046a9a2e4f61e3f3-1917x984.png)

1. Go to **Configuration → Sites**
2. Click **Import**
3. Download the template file
4. Fill in the required data and upload the Excel file

Site Synchronization with TALOS

By default, GCXONE and TALOS are automatically synchronized. When you add a new site, it will appear directly in TALOS.

If a specific site is not fully synced, you can manually force synchronization:

- **Push to TALOS** — Sends data from GCXONE to TALOS
- **Pull from TALOS** — Retrieves data from TALOS into GCXONE

You can also **arm or disarm** a site directly from this view if required.

### Level 4: Device

A Device is the hardware unit (NVR, DVR, hub, or integration) installed at a site. Each device belongs to a specific Site and Customer.

Go to **Configuration → Devices** and click **Add New**.

![](/api/media/file/Screenshot-2026-08-16-095925-edited-7df53845.png?prefix=media)

When adding a device, select the device type from the dropdown. Supported types include: ADPRO, AJAX Hub, AJAX NVR, Ascento, Avigilon, Axis, Axis Camera Station, Axxon, Camect, Dahua, and more.

Add Device fields:

- **Name** — Device display name
- **Select Entity Group** — Dropdown listing the existing Entity Groups. Choose the Entity Group this device belongs to.
- **Connection Settings** — The remaining fields depend on the device type you selected.

>  The Devices list shows: Device name, Date, Type, Site, Customer, Active status, Audio, and Actions.

For detailed setup instructions per device type, refer to the [Devices documentation](/gcxone/devices/add-a-device-to-gcxone).

### Level 5: Sensor

A Sensor is an individual camera or detection point connected to a device. Sensors are the lowest level of the hierarchy and are what GCXONE monitors in real time.

Go to **Configuration → Sensors** and click **Add New** (or add sensors directly from within a site's Sensors tab).

![The Sensors tab listing cameras and audio devices with their site, manufacturer and active state, showing the first 25 of 1,493 sensors.](/api/media/file/07b25c50e23e4f6e6040d0606c7139828d3d3b81-1917x978.png)

Add Sensor fields:

- **Type** — Sensor type (dropdown)
- **Name** — Sensor display name
- **Select Entity Group** — Dropdown listing the existing Entity Groups. Choose the Entity Group this sensor belongs to.
- **Channel Id / Stream Id** — Identifier for the stream
- **Plus Code** — Precise location code
- **Latitude / Longitude** — GPS coordinates
- **What3Words** — Alternative location identifier
- **Zone** — Zone assignment within the site
- **Image** — Upload a reference image (PNG, JPG, JPEG up to 10MB)

![](/api/media/file/d4e9467198314d5c4a88de2df45a99565aac9f2e-1340x805.png)

>  The Sensors list shows: Sensor name, Date, Device, Site, Device Type, Manufacturer, Zone, Audio, Active status, and Actions.

### Customer Groups

Customer Groups have been replaced by **User Entities** within Roles and Permissions.

The Customer Groups tab is still listed in Configuration but is disabled. Hovering it shows the message: "Customer group has been replaced with the users entities in the roles and permissions." The Customers list keeps a Customer Group column, which reads N/A.

To control access and grouping, go to **Roles & Permissions** where you can define User Entities and assign them accordingly.

## **Considerations**

- Always follow the hierarchy order: Service Provider → Customer → Site → Device → Sensor
- Use Export and Import on all tabs for bulk management
- Latitude, Longitude, Plus Code, and What3Words fields support map visualization and analytics
- Timezone configuration supports automated scheduling and time-sensitive workflows
- Dashboards exist at each level so you can investigate quickly

<!-- Not represented in Markdown: callout. Read the page at /gcxone/getting-started/organization-hierarchy-setup -->
