Group Management

The Group Management feature allows administrators to organize users into distinct groups. This includes creating new groups, assigning users to existing groups, and applying policies at the group level. Groups are formed by selecting one or more clients, and administrators can assign any desired name to these groups. Once a group is created, policies can be assigned to it.

Group Configuration
The Group Configuration settings enable administrators to perform essential group management tasks, including adding, editing, and deleting groups, as well as assigning policies to them.

How to Add a Group
To add a new group, follow these steps:

  1. Navigate to the Group Management tab.
  2. Click on the Group Config Setting button.
  3. Enter the desired name in the Group Name field.
  4. Provide a detailed description in the Description field.
  5. Click the Add button.

How to Edit Group Information
To modify an existing group’s information, follow these steps:

  1. Click on the Group Config Setting button.
  2. Click the Edit icon next to the group you wish to modify.
  3. Re-enter the desired name in the Group Name field.
  4. Re-enter a detailed description in the Description field.
  5. Click the Update button.

How to Delete a Group
To delete a group, follow these steps:

  1. Click on the Group Config Setting button.
  2. Click the Delete icon next to the group you want to remove.
  3. Click the Confirm button to finalize the deletion.
    • Note: All clients previously associated with the deleted group will be automatically moved to the Default Group.

How to Assign a Policy to a Group
Administrators have two methods for assigning policies to groups:

A) Directly from the Group Management Home Page

B) Through Group Configuration settings

A) From the Group Management Home Page
To assign a policy from the Group Management home page, follow these steps:

  1. Navigate to the Group Management tab.
  2. Select the relevant Client.
  3. Click the Edit icon for the group to which you want to assign a policy.
  4. Choose the desired Policy from the dropdown menu.
  5. Click the Assign Policy button.

B) From Group Configuration
To assign a policy via Group Configuration, follow these steps:

  1. Click on the Group Config Setting button.
  2. Click the Edit icon for the group to which you want to assign a policy.
  3. Select the desired Policy from the dropdown menu.
  4. Click the Assign Policy button.