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Last updated: Feb 16, 2021 17:43

Note: This view is only available in private clouds.

Under Assets & Setup > Admin > Devices, cloud admins can view and manage mobile devices and device groups. Device groups are an easy way to manage user access to mobile devices. As an admin user, you can group devices together and then assign the group to one or more users. These users then have access to this group of devices.

The Devices tab displays a table that lists devices based on the selected device group, along with device details such as availability, OS version, device ID, location, network, IMEI, and so on. 

The left pane lists the available device groups and includes an option to add a new device group. The first group (All) includes all devices. Above the table, a toolbar provides access to common actions: adding one or more selected devices to a device group and editing a selected device. You can also:

  • Filter devices by status (Reserved by Me, Available, In Use, In Error, Offline)

    Note: The Reserved by Me filter is only available to clouds that require users to reserve a device.

  • Search for specific devices

  • Open a view that lists all device groups at a glance

Watch this video to see how you can manage device groups and devices. Detailed steps follow.

This section walks you through common tasks related to device groups. Click a task to view its steps.

Access the Devices view
  1. On the Perfecto landing page, under Assets & Setup, click ACCOUNT SETUP.
  2. In the Assets and Setup view, click Admin.
    By default, the Admin view opens on the Users tab.
  3. At the top left, click Devices.
View all devices
  • In the left pane, select the first group, called All. This group includes all devices.
View all groups

In the left pane, at the top, click the expand icon .
The All device groups panel opens, displaying a table that lists all groups along with their description and the number of devices included. Here, you can do any of the following:

  • Search for groups:
    • In the search field at the top left, enter a search string to narrow the list of displayed groups.

  • Add a group:
    1. On the toolbar above the table, click Add group 
    2. In the left pane, at the top, click Add device group .
    3. In the Add device group form, in the GROUP PROPERTIES panel, provide the following information:
      • Group name, up to 128 characters
      • Description, up to 512 characters
    4. Add users to grant them access to the group. You can enter a username or an email address.
    5. Click NEXT.
    6. In the MOBILE DEVICE SELECTION PANEL, select the devices you want to include in the group.
    7. (Optional), use the search field at the top right to find specific devices.
    8. Click ADD
  • Edit a group:
    1. In the table, select the device group you want to edit.
    2. On the toolbar, click Edit .
    3. In the Edit device group form, modify the information as needed. 
      You can change the group name and description, delete devices, or add devices.
    4. Click SAVE.
  • Delete a group:
    1. In the table, select the device group or groups you want to delete.
    2. On the toolbar, click Delete .
    3. When prompted for confirmation, click YES.
Add a device group
  1. In the left pane, at the top, click Add device group .
  2. In the Add device group form, in the GROUP PROPERTIES panel, provide the following information:
    • Group name, up to 128 characters
    • Description, up to 512 characters
  3. Add users to grant them access to the group. You can enter a username or an email address.
  4. Click NEXT.
  5. In the MOBILE DEVICE SELECTION PANEL, select the devices you want to include in the group.
  6. (Optional), use the search field at the top right to find specific devices.
  7. Click ADD.

Edit a device group
  1. In the left pane, select the device group you want to edit.
  2. Click the pencil icon .
  3. In the Edit device group form, modify the information as needed. 
    You can change the group name and description, delete devices, or add devices.
  4. Click SAVE.
Edit a device

You can edit the description of a device at any time.

  1. In the left pane, select the first group, All. This group includes all available devices.
  2. In the table on the right, select the device you want to edit.
  3. On the toolbar, click Edit .
  4. In the Edit device form, update the Description field as needed.
  5. If dynamic fields are available in your cloud, add or update dynamic fields as needed. You can add multiple dynamic fields.
    Dynamic fields consist of key/value pairs that contain additional information about a device, such as a 'tested by' clause or an indication that the device is 'verified'. The fields can then be used for filtering to quickly identify devices with a particular piece of information.
  6. Click SAVE.
Add devices to a device group
  1. Find the device or devices you want to add.
    You can use the Search field at the top right or scroll through the devices listed in the table.
    Tip: To view all devices, select All in the left pane.
  2. In the table, select the device or devices you want to add.
  3. On the toolbar above the table, click Add to device group .
  4. From the list that appears, select the relevant device group. You can use the search field to find the group.
Remove devices from a device group

Note: Removing all devices from a group deletes the entire device group.

  1. In the left pane, select the group from which you want to remove devices.
  2. In the table, select the device or devices you want to remove.
  3. On the toolbar above the table, click Remove from device group .
  4. From the list that appears, select the relevant device group. You can use the search field to find the group.
Delete a device group
  1. In the left pane, select the device group you want to delete.
  2. Click the trash can icon .
  3. When prompted for confirmation, click YES.

Limitations

The following limitations currently apply:

  • Devices with a status of offline cannot be removed from a device group, and it is not possible to create a device group with offline devices.
  • When all devices in a group are filtered out, a "No devices" message appears.
  • Scrolling the devices table in any direction may cause the table to turn blank.
  • The names of device groups cannot contain spaces. This is currently not called out in the UI.