How to: Groups

Ashlee
Ashlee
  • Updated

As a team owner or admin, you can manage Groups by selecting the Group tab. Here you will see all groups listed in a table and will be able to assign licenses, add users, and create and set up a group.

 

Note: Only floating licenses can be assigned to groups.

 

Create New Group

To create a new group, you just need to click on the Create New Group button on the right side it will open a small modal where you have to type the group name and click on the Create button. Once a group is created, it will appear in the Groups table.

 

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Add Users

To assign users to a group from the Groups Tab, you must first select a group and then click on the Add Users button. 

 

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It will open a modal where you can select one or multiple users at a time. Here you will also find a table with all users registered on your Team and a search field where you can search by user email or name.

 

Note: You can select one or multiple groups and assign them to one or multiple users at a time.

 

Groups Table - Actions - More (Group Controls)

By clicking the More button (…) users can make additional observations or modifications to Groups. Listed in the ‘More’ window you will find:

  • Rename a group
    • To rename a group, you just have to click on the More button (…) on the row of the desired group, and then click on the Rename group option. It will open a small modal where you have to type the new group name and click on the Rename button
  • License refresh
    • The default refresh time for a license is 7 days. This is the maximum time a user can go offline before the license’s validity needs to be reconfirmed. Sometimes an administrator may wish to make the refresh time shorter. This accommodates facilities where users may leave a device inactive and forget to release the license for others to use. Reducing the refresh timeout does not mean the license will be withdrawn from the user, it means the license will have to reconnect to be revalidated to allow its continued use. This process runs in the background by itself, as long as the user is logged in and actively using it. To alter the License refresh timeout of a group, you just have to click on the More button (…) on the row o the desired group, and then click on the License Refresh option. It will open a small modal where you have to select the new desired period and click on the Ok button
  • Licenses per user
    • If there are 10 licenses available to a group, all of these licenses could be taken by any one user, this may or may not be desirable. An administrator may limit the number of licenses any single user can take. This limit is applied to each license type in the Group and not to all licenses in the Group. To alter the limit of Licenses per user of a group, you just have to click on the More button (…) on the row o the desired group, and then click on the Licenses per User option. It will open a small modal where you have to select the new desired amount and click on the Ok button.
  • Remove restrictions
    • When Remove restrictions of a group, it will set all others settings to its default value. To select the Remove Restrictions, you just have to click on the More button (…) on the row o the desired group, and then click on the Remove Restriction option. It will open a small modal where you can confirm the action.
  • Copy group ID
    • To copy the group ID, you just have to click on the More button (…) on the row o the desired group, and then click on the Copy Group ID option.
  • Delete a group
    • To delete a group, you just have to click on the More button (…) on the row o the desired group, and then click on the Delete a Group option. It will open a small modal where you can confirm the action. Note: When a user deletes a group, it does not delete users inside that group. In regards to the deleted group, prior users become unassigned and can be assigned to any other group(s) or individual licenses again.

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