Group

The Group module of the admin console consists of functionalities such as - display the available groups, create group, edit group name, view/edit group details, enroll kiosk, assign user to group, remove user from group and delete group.

Display the available groups

1. Click on the Manage > Group icon on the left menu.

2. The available groups will be displayed in table view format as shown below with details like Group name, Group type, User count, Device count, Created on, Created by, Policy name, Updated on, Updated by, etc.

3. The Group List screen contains the following functionalities:

• Create group – a new General / Kiosk group can be created.
• Download – the available group details can be downloaded as an Excel file.
• Context Menu – A context menu will be displayed which has sub-menus like View/Edit group details, Edit group name, Enroll kiosk(only kiosk group) and Delete group.
• Column chooser - The list of columns to appear in the table view can be enabled/disabled.
• Pagination – If the no. of groups is large and exceeds the page, pagination will appear at the bottom using which previous/next group list can be viewed.
• Items per page can be set by selecting the desired no. from the dropdown at the bottom. By default, the number of rows per page is set as 10.

Create Group

A new General / Kiosk group can be created using the steps given below.

1. Click on the Create group icon on the top of the Group List screen.

2.  Create group pop-up screen with General/Kiosk options will be displayed as shown below. 

3. Select the General/Kiosk option by clicking the radio button.

4. Enter values for the below mentioned fields:

• Group Name – Name of the new group to be created (Mandatory)
  
• Description – A brief description about the new group (Optional)
• Tags - Tags to be associated to the group(Optional)

5. After entering the values for the above fields, Click the Submit button.

6. A new general/kiosk group will be created and displayed in the Group List screen.

Edit group name

The name and description of an individual group can be edited using the Edit group name screen.

1. From the List view screen, click on the three vertical dots at the end of the group row. 

2. A context menu will be displayed, select the 'Edit group name' option.

3. The existing details of the selected group will be displayed as shown below.

4. Edit the group details and click the Submit button. The edited values will be updated for the selected group.

View/Edit General group details

The details of a general group can be viewed/edited using the View/Edit group details screen using the steps given below.

1. From the Group List screen, click on the three vertical dots at the end of the general group row.

2. A context menu will be displayed from which the 'View/Edit details' option can be selected.

3. The view group details screen as shown below will be displayed.

4. The top portion of the screen will display the details of the selected group like Group name, Total users in group, Description, Group type, Policy name and Package name.

5. The bottom portion of the screen will display multiple tabs namely – User, Policy, App Package which contains the details of users, policy, package associated to the group.

6. Activities like assign users to group, remove users from group, change the policy of group, update the package of the group can be done.

7. The above mentioned activities are explained in the following sections. 

Assign Users to Group

One or more users can be assigned to a group using the steps given below.

1. In the Edit user group details screen, the User tab will contain the list of all the users assigned to the group. One/more users can be assigned to the group by clicking the ‘Assign User’ icon in the top.

2. Assign user popup screen will be displayed as shown below.

3. Select one/more users by checking the checkboxes and click the Submit button. The selected users will be assigned to the Group.

4. If the selected users are part of other groups, they will be unassigned from the previous group and assigned to the new group.

Remove Users from Group

One/more users can be removed from a group using the steps given below.

1. In the Edit user group details screen, the User tab will contain the list of all the users assigned to the group. One/more users can be removed from the group by clicking the Remove option in the context menu or by clicking Remove icon at the top as shown in the screen below.

2. A confirmation popup will be displayed as shown below asking if the user has to be removed from the Group and type the phrase “remove” in the text box. 

3. After tying the phrase "Remove" and click the Continue button, the selected users will be removed from the group.

Change Policy of a Group

A new policy can be assigned to a group replacing the existing policy using the steps given below.

1. In the Edit group details screen, the Policy tab will contain the currently assigned policy to the group.

2. Click on the ‘Change Policy’ button in the top right corner of the Policy tab to change a new policy.

3. Change policy screen will be displayed as shown in the screenshot below.

4. Select a policy from the list and click the Submit button. 

5. A warning message will be displayed about the change in policy will affect the associated devices. Click the Confirm button.

6. The selected policy will replace the existing policy for the group and the associated devices will be applied with the new policy.

Update Package of a Group

Apps of the package attached to a group can be updated using the steps given below.

1. In the Edit group details screen, the App package tab will contain the list of apps from the currently assigned package to the group. 

2. Various updates can be done to the apps of the current package like Add app, Manage permission, Manage config, Clear app data, Remove app, etc. as shown in the screen below.

3. Whenever changes are done to the package attached to the group, the original group package will be detached from the group and a new dedicated package (with prefix pkg_)will be created and attached to the group automatically as shown in the screen below.

4. The dedicated package will replace the existing package for the group and the associated devices will be applied with the apps of the new dedicated package.

Delete Group

An existing general group/kiosk group can be deleted using the steps given below.

1. From the Group list view screen, click on the three vertical dots at the end of the group row. 

2. A context menu will be displayed, select the Delete option as shown below.

3. The Delete option will be enabled only when no users are assigned to the selected group. A group with assigned users cannot be deleted and the Delete option will not be available in the context menu.

4. A confirmation message will be displayed as shown below.

5. Click the Continue button, the group will be deleted.

View/Edit Kiosk group details

The details of an individual kiosk group can be viewed/edited using the View/Edit group details screen using the steps given below.

1. From the Group List screen, click on the three vertical dots at the end of the kiosk group row.

2. A context menu will be displayed from which the View/Edit group details option can be selected.

3. The kiosk group details screen as shown below will be displayed.

4. The top portion of the screen will display details of the selected kiosk group like Group name, Total devices in group, Description, Group type, Launcher mode and Kiosk name.

5. The bottom portion of the screen will display multiple tabs namely – Device, App, Content and Digital  signage associated to the kiosk group.

Kiosk group – Enroll kiosk

Devices can be enrolled to a selected kiosk group from the Group List screen using the steps given below.

1. From the Group List view screen, click on the three vertical dots at the end of the kiosk group row. 

2. A context menu will be displayed from which the 'Enroll kiosk' option can be selected as shown below. Enroll kiosk option will be available only for kiosk groups. 

3. Quick Enrollment screen as shown below will be displayed.

4. A QR code will be generated and shown on the screen.

5. Factory reset your device, tap 6 times anywhere on welcome screen of device.

6. Once the QR scanner opens on the device, scan the QR Code generated on the screen.

7. The enrollment process will start in the device and will follow a sequence of steps and asks for permissions.

8. Once all the permissions are provided and enrollment process is successfully completed in the device, the device will appear under Manage – Device screen with enrolled status.

Export Group Details

The available group details can be exported as an Excel file by following the steps given below. 

1. Click on the Export icon on the top of the Group List screen.

2. A confirmation pop up with the selected group number will be displayed as shown below.

3. Click on the Continue button. The group details will be downloaded as an excel file in the local file path.

4. When the downloaded excel file is opened, the details as shown below will be available in the excel file.