Groups

A group is a hierarchical organizational unit for devices, allowing you to organize devices into a logical tree structure. Groups can contain both devices and subgroups. Devices may be assigned to at most one group, or be unassigned to any group.

​

Properties

​

Structure

Groups organize devices into a tree hierarchy. A workspace can have multiple top-level groups, and each group can contain subgroups. Devices belong to at most one group. Devices that haven’t been assigned to any group remain ungrouped at the workspace level.

​

Create a group

Go to the Groups page and navigate into the group you want to create a group inside of. Click the + Group button in the top right corner. Fill in the fields, then click Create.

​

Edit a group

Navigate to the Groups page, click the ellipses (…) on the group you want to edit, and hit Edit. Update the desired fields, then click Save.

​

Move a device

To move a device to a different group, click the ellipses (…) on the device you want to move and select Move. A dialog will appear—select the group you want to move the device to and hit Move.

​

Delete a group

A group can only be deleted if it has no subgroups and no assigned devices. If you need to delete a group that still contains devices or subgroups, first move or reassign its contents. To delete a group, click the ellipses (…) on the group you want to delete and select Delete. A confirmation dialog will appear. Hit Delete to confirm the deletion.

​

Add a member

To add a member to a group, navigate to the Groups page, click the ellipses (…) on the group you want to add a member to, and select Members from the dropdown. A dialog will appear with a list of the members who can currently access the group. To add a member, input the name of the member you want to add in the search bar at the top, and select the member.

​

Edit a member’s access

To edit a member’s access to a group, navigate to the Groups page, click the ellipses (…) on the group you want to edit, and select Members from the dropdown. A dialog will appear with a list of the members who can currently access the group. Find the member you want to edit, click their role, and select the desired roles from the dropdown. If the roles are not editable, that member’s access is set in some ancestor group or at the workspace level. To edit the member’s access at a higher level, click the Manage access button. A panel will appear with the member’s workspace roles and all of their group roles. Use the dropdowns to edit the member’s access as needed.

​

Remove a member

To remove a member from a group, navigate to the Groups page, click the ellipses (…) on the group you want to remove a member from, and select Members from the dropdown. A dialog will appear with a list of the members who can currently access the group. Find the member you want to remove, click the ellipses (…) next to their name, and select Remove access.