Organization Groups Overview

An overview of Organization Groups and how to add additional Groups

If you don't see Organization 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 an Organization Group

 

1. Click    to open the Global Settings

 

 

2. Select Organization Groups

 

 

3. Click       and select Add    

 

4. Enter a Name and configure each setting as necessary

 

Setting Description
Name Display name of the Organization 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 Organization 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 Organization Group will appear In the Left Nav under Organization Groups