Create a group

Groups provide a logical way to organize users. By creating multiple groups, you can assign policies to and generate reports about specific subsets of your user base.

Before you begin

Think about how best to organize employees into manageable sets of users with similar requirements. You might create groups that mirror business units, corporate departments, geographic regions, or a combination of these items. For example, you can create a group named Sales to hold all members of the Sales department. Create as many groups as you need to logically organize all users. Also, keep in mind that Connected manages automatic Agent upgrades on a per-group basis. Therefore, if you plan to use automatic upgrades, it might impact how you group users. For more information about organizing users with groups, see Group hierarchy examples.

To create a group

  1. Click the HIERARCHY tab.

  2. Select a parent for the new group.

    If you are a customer-level administrator, you can create a top-level group. To do so, at the top of the hierarchy, select your company. Otherwise, to create a subgroup (a group within an existing group), browse or search for the parent group, and then select it.

    The hierarchy uses the group icon to denote a group. If you have too many groups to quickly find a particular one, you can search for it by name.

    To search for a group, do the following:

    1. Click Search, and then enter any portion of the group's name. The search is case insensitive.

      TIP: The web application searches only the portion of the hierarchy below the currently selected item, identified by name to the left of the Search field. To search the entire hierarchy, select the entity at the very top of the hierarchy.

      You can also use wildcard characters in your search criteria.

      • To match zero or more characters, enter an asterisk (*).

        For example, sales* matches Sales, Sales1, and Sales-West. *sales matches Presales.

      • To match a single character, enter a question mark (?).

        For example, Sales-?? matches Sales-NW but not Sales-W.

      • To match an item by exact name, enclose your text in double quotes ("text")

        For example, "SalesReport.doc" matches SalesReport.doc but not SalesReport1.doc or SalesReport.docx.

        NOTE: When you search using only the double quotes ("") without enclosing any text in between, the system displays a bad request error. Similarly, when you search using the special character %, the system displays the request could not be completed error.

      As you type, the list updates to display the groups that match your text.

    2. To clear the search and redisplay the hierarchy, click clear icon.

    NOTE: A single group can contain any number of immediate subgroups. However, to ensure optimal system performance, limit the overall depth of nested groups in your hierarchy to 50 levels.

  3. Click ADD ( add icon ), and then click New Group.
  4. On the Create a New Group page, under Basic Group Information, specify information to identify the group.

    Provide the following information:

    • Group name. Enter a descriptive name for the group so that you can easily identify the type of users it contains. For example, Sales-East, Sales-West, Sales-North, and Sales-South are descriptive group names for a large nationwide corporation with regional Sales departments. ()

      • Any letter, number, underscore, and space.

    • Group description. Enter a description of the group.
    • Parent group. Ensure that the correct parent group is selected. If you are a customer-level administrator and want to create a top-level group, ensure that your company's name is selected.

  5. To prevent the group from inheriting policies, clear the Inherit policies check box under Additional Group Information.

    By default, a top-level group inherits corporate policies, and a subgroup inherits policies from its parent. A group that does not inherit policies uses default policy behavior unless you explicitly assign policies to it. To assign a specific policy, edit the policy, and apply the group to it.

  6. Under Agent Version Selection, set an Agent version for each operating system.

    Top-level groups default to the highest available version for each operating system. A subgroup inherits its parent's versions. To change the specified versions, clear the Inherit settings from parent group check box, and then select a version for each operating system.

  7. (Optional) To assign users to this group, move each user's entry to it from the list of available users.

    TIP: To search for a specific user, click Find User, and then enter any part of the user's first name, last name, or email address. As you type, the list displays all users that match your text.

    If you do not want to assign users now, you can do so at a later time. When you save the group, new users immediately inherit its policies and collaborations.

  8. Click SAVE.