Client Groups

Client Groups are re-usable attributes that can be assigned to Clients within the same Rollout to create a freely adjustable grouping (e.g., by department, location, or device type) that has further implications for a range of other features.

Client Groups are a Rollout specific Feature and can be used only within the same Rollout.

They can be managed under Inventory -> Client Groups by users who are at least Rollout Manager.

Creating Client Groups

Client Groups can be created by using the Create Group button in the upper right corner.

In the Client Group creation slide-over, the user must define a name for the Group. Furthermore its possible to add a description and choose a color. The default color is indigo.

While not mandatory, it is advised to choose a unique color per Group. The color will be displayed in other Features that utilize the Client Group and is important in visualizing differences.

Modifying Client Groups

Existing Client Groups can modified by either directly utilizing the Groups edit button, or by using the Action button in the upper left corner after selecting one or several Client Groups.

Client Group Order

Client Groups are sorted descending in order of importance. By default, newly created Groups will appear on the very bottom of the list. The order can be adjusted by simply dragging Groups to the desired position in the table.

The Client Group order is important for a number of other features, as explained below.

Other features accessing Client Groups

Clients can be assigned Client Groups in the Client Detail View.

The Client Groups Field behaves like a Multi-Select Custom Field, so its possible to select several Groups per Client.

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