Organize and structure devices into device groups
Groups provide a way to organize agents. There are system groups and custom groups.
Video walkthrough
System groups
System groups show up in the top left of the device page under the Install Agent button. System groups cannot be edited or renamed.
Permanent system groups
All Devices: All agents will show in this group.
Favorites: Devices that are frequently used can be favorited for easy access. Favorites are saved per user account. To favorite a device, in the device list, click on the star icon at the right side of the agent listing.
New Devices: When an agent is newly installed it will show up in this list. Devices remain in this list for 7 days after first check-in.
Ungrouped Devices: If a group is not selected during agent installation, then the agent is considered ungrouped and will show up here. Once a device is assigned a group, it cannot be ungrouped again, it can only be moved to other groups.
Flagged Devices: Devices can be flagged with notes. For example if there is a device that is under maintenance, or a device is needing some specific attention, then it can be flagged with a short description to help other admins understand what is going on.
Custom groups
Custom groups show up below the system groups on the device page. Custom groups can be nested if a group hierarchy is required. Groups are listed alphabetically.
Custom groups can be used to organize agents in a variety of ways -- departments, locations, device types, applications, etc. However you structure custom groups, it's helpful to understand that restricting access to an agent for a team account is facilitated through groups.
To create a group, click the + icon next to Device Groups. At the right of the groups a number represent the number of agents inside the group.
Nested device groups
If you need more complex groupings, you can create subgroups within any custom group. Simply hover over a group, click the three dots that appear on the right, and select New Subgroup.
Managing Groups
Clicking on the three vertical dots next to a group gives you several options:
New Subgroup: Add a subgroup under this group.
Move To: Move the group or its agents to another group.
Rename: Change the group name to reflect any new organization.
Delete: Delete the group. Note that you can’t delete groups with agents still inside them—first, you'll need to move those agents to another group.
Group Settings
In the Group Settings tab, you can edit the name of your group, and soon you’ll have access to additional settings like:
Custom Fields: Add metadata to groups that can be used for filtering or reporting.
Remote Control Approval: Set rules around how remote control is handled for devices within the group.
Linked Automations
This section displays all the automations that reference this group through a trigger, action, or condition. It’s helpful for managing workflows linked to specific groups. If a group has any associated automations, it can’t be deleted until those automations are unlinked.
Security
The Security tab shows which users have access to manage and interact with devices in this group. You can view and adjust permissions to control who can view, edit, or manage endpoints within the group.