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View, add, and edit customer groups

Last Update: 7/21/2017 11:34 AM
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​​​​​​​​A group in MSPComplete is a collection of two or more users (customer employees) who are combined into a unit for a specific organizational or business purpose within that company.

Creating groups makes it easier for you to manage your customers’ user lists and to run projects and provide services to targeted subsets of users. Once created, a group can be used across all of a customer’s services and projects, and used as often as needed.

These are some of the key reasons for using groups in MSPComplete:

  • Groups can represent functional areas or departments within a company, such as Finance, Marketing, Engineering, and Technical Support.
  • You can create project-specific groups for staged migrations, assessments, reports, email distribution, and a host of other activities.
  • There can be groups that might be more-or-less permanent (Finance, for example), groups with frequent membership changes (such as for onboarding purposes), and groups that could be used only once and then deleted.
  • A group can contain any number of users, who you can add to and remove from that group as needed. Also, one user can be a member of any number of groups.

MSPComplete provides a set of intuitive features for viewing group information and for sorting, searching, filtering, editing, and deleting groups.

Important: Besides creating new groups in MSPComplete, you can use the Device Management Agent (DMA) to discover and automatically import Active Directory (AD) groups as MSPComplete groups. For more information about AD groups, see the Introduction to Device Management​ article.

 

Contents of this article:

 

View group information

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer to which you want to add a group.
  3. Click the Groups tab at the top of the page.
  4. Click a group in the list to see the primary email address, first name, and last name for each user in the group.
  5. Click the ellipsis () next to Associated Feeds.
    • Click See More to view the member’s feeds (alert, events, suggestions, and reminders).
    • Click Refresh to update the list of feeds in real time.

Add groups

There are many reasons you might want to create groups from your customers’ user bases. With MSPComplete, you can either add groups manually or discover and import them automatically through endpoints.

 

Add a group manually

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer to which you want to add a group.
  3. Click the Groups tab at the top of the page.
  4. Click Add a Group Manually.
  5. In the Details box, type a name for your new group (required).
  6. Click Save.

    Tip: On the page that appears immediately after your new group has been successfully saved, you’re presented with the option of adding users to that group. If you choose not to do that now, you can add users to the group at any later time.

 

Add groups through an endpoint

When you create an endpoint for a customer, you automatically discover and import that customer’s users and user groups into MSPComplete.

Complete these steps to add groups through an endpoint:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer for which you want to add an endpoint.
  3. Click the Endpoints tab at the top of the page.
  4. Type a name for the endpoint, select the endpoint type, and fill in the boxes that are displayed for that endpoint type.
  5. Click Add Endpoint.

    Important: For some endpoint types, you will be required to enter valid administrator credentials (user name and password) for the selected customer.

    For more information: To learn about endpoints, see the Endpoints article.

 

Add groups through the Device Management Agent

When DMA is installed on a user’s computer, a new group named “Device Management” is automatically created and added to the group list for that customer. Under Created through for that group, you’ll see Device Management. To see which users have DMA deployed, click Show Users.

 

Add groups through gateways

Customers’ AD groups that are discovered through gateways are automatically added to the customers’ group lists on the Groups page. To view the gateway information for a customer, click the Gateways tab in the customer context.

 

Edit groups

As users are added to or removed from groups, you’ll want to edit the groups in MSPComplete to reflect those changes. You can also change group names at any time.

Complete these steps to edit a group:

1.       In the left navigation pane, select the appropriate workgroup and click All Customers.

2.       Click the customer whose group information you want to edit.

3.       Click the group you want to edit.

4.       To delete a user from the group, do the following:

    1. Click Remove User from Group (the trash can icon) next to the user’s name.
    2. Click Yes to confirm that you want to delete the user.

5.       To change a group name, do the following:

    1. Click the ellipsis () in the upper right.
    2. Click Edit Group Name.
    3. Type a new name in the Group Name box.
    4. Click Save.

      Important: Groups that are added automatically through endpoints are “locked” (with a lock icon next to them) and cannot be edited in MSPComplete. Only the customers who employ those users and groups can make changes to their user and group information.

 

Add new services for groups

For any of your customers’ groups, you can add services in a few quick steps on the Groups page. Note that a service can be added for an entire customer, for a group, for a user, or for an endpoint. Depending on which page in the interface you add and assign a service from, MSPComplete presents a context-specific subset of services from which to choose.

Complete these steps to add a service for one or more groups:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer that employs the groups for which you want to add services.
  3. Click the Groups tab at the top of the page.
  4. Click the check box to the left of each group for which you want to add services. To select all the groups, click the check box to the left of Group Name.
    Important: You’ll see that the Service Library has been filtered to display only the services that pertain to working with user groups.
  5. Click New Service and then choose one of the services that are displayed.
  6. Under Service Details, assign the service to either a team or a specific member of the workgroup.
  7. Set a start date and an end date for the service.
  8. Click Add Service.

    Tip: Before clicking Add Service, you can click About this Service in the form to see the list of tasks for the selected service.

 

Add users to a group

After you have added a group to a customer, you will want to populate that group with two or more users. The choice of users you add will depend on your reason for creating the group.

Complete these steps to add users to a group:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer that employs the users you want to add to a group.
  3. In the group list, click the group to which you want to add users.
  4. Click the ellipsis () in the upper right, and then click Add Users.
  5. Select the check box to the left of each user you want to add to the group. To add all the users in the list, select the check box to the left of Email Address.
  6. Click Save.

    Tip: In the Add Users to this Group pane, you can also add users to other groups in the same customer or to groups in other customers. You do this by using the Search Customers box and the Filter by All Groups drop-down menu, respectively.

 

Remove users from groups

Your customers’ project needs will evolve over time. Some employees (users) will leave, and new ones will be hired. User and group roles within those companies will often change. When those events happen, you’ll sometimes need to remove users from groups.

Complete these steps to remove users from a group:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer with the group from which you want to remove users.
  3. Click a group from which you want to remove one or more users.
  4. Under Users, point to a user you want to remove, and then click Remove User from Group (the trash can icon).
  5. When prompted to confirm whether you want to delete this user, click Yes.
  6. Repeat steps 4 and 5 for each additional user you want to delete from the group.

    Important: Groups that are discovered and imported automatically through endpoints are “locked” (with a lock icon next to them) and cannot be removed from MSPComplete. You can add users to these groups manually, but you cannot delete the users imported with the groups or any users you have added. Only the customers who employ the users and groups imported through endpoints can edit those users, delete them, and remove the groups.

 

Sort and search for groups

MSPComplete provides sorting and search features that make it easier for you to manage the user groups for your customers.

 

Sort groups

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer whose groups you want to sort.
  3. Click the Groups tab at the top of the page.
  4. Click Sort in the upper right.
  5. Search on Group Name, Users, or Created Through.

    Tip: To the left of each option in the Sort menu are two arrows. Click the top arrow to set an ascending sort order (A, B, C,…) or the bottom arrow for a descending order (Z, Y, X,…).

 

Search for a group

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer you want to search for a specific group.
  3. Click the Groups tab at the top of the page.
  4. Type your search text in the Search Customers box, and then press Enter.

 

Delete groups

When a particular user group is no longer relevant or needed – for instance, after a staged migration has been completed – you can easily delete that group from MSPComplete.

Complete these steps to delete groups:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer from which you want to delete one or more groups.
  3. Point to a group you want to delete.
  4. Click Delete (the trash can icon) on the right.
  5. Repeat steps 3 and 4 for each group you want to delete.