Groups Overview

How to add Groups and an overview of the related settings.

If you don't see Groups listed in the Global Settings, please contact us. Support: 1-888-783-1493 | Create a Ticket

By default, the Location, Department, and Position Groups can be added in the Initial Setup Wizard.

Groups Overview

What is a Group? A Group is an Assignment Scope that contains specific instances within the scope. For example, you could add a Group called "Management" and add instances to the Management Group such as Team Leads, Assistant Managers, or Supervisors.

There are 3 Assignment Scopes that are used for assigning rules within the software: Company, Group, and Employee.

To learn more, see The Assignment Scope Hierarchy

How to Add a Group

1. Click to open the Global Settings

2. Select Groups

3. Click and select Add

4. Enter a Name and configure each setting as necessary

Setting	Description
Name	Display name of the Group
Description	Group Description
Dynamic Group	Conditional grouping calculated on a daily basis.
Is Managed	Enables you to choose a management level for this group
Targets	All Employees Devices

5. Click

6. Click the new Group to Select it

7. Click and select Group Structure

8. Click

9. Click and select Add

10. Enter a Name

11. Click

The new Group will appear In the Left Nav under Organization Groups

To add custom expressions to a Dynamic Group: How to Add Custom Expressions to a Dynamic Group