Device Groups

Create logical groups of devices for combined monitoring and configuration

For Viewers & Installers

Roles: Viewer (view), Installer/Designer/Manager (edit), Sysadmin (full access)

Create logical groups of devices for combined monitoring and configuration.

Accessing Device Groups

From the sidebar, tap Device groups under the Devices section.

Viewing Groups

  • List of all device groups with device counts
  • Use the search bar to filter groups by name
  • Tap a group to view its members

Creating a New Group

Roles: Installer, Designer, Manager, Sysadmin

  1. Tap the + button (Add group) in the toolbar
  2. Enter a name for the group
    • Minimum 4 characters
    • Must be unique
    • Use descriptive names
  3. Tap Add

The new group is created and appears in the list.

Managing Group Members

Roles: Installer, Designer, Manager, Sysadmin

Within a group detail view:

Adding Devices

  1. Tap Add to add devices
  2. Choose your method:
    • QR code scan: Scan device QR codes one by one
    • Search: Search for devices by name/ID and select them

Adding via QR Code

  1. Tap Scan QR code
  2. Point camera at device QR code
  3. Device is added to the group
  4. Repeat for additional devices
  1. Tap Search
  2. Enter device name or ID
  3. Select device from results
  4. Device is added to the group
  5. Repeat for additional devices

Viewing Group Members

  • List shows all devices in the group
  • Device cards display key information
  • Tap a device to view its full details

Removing Devices

  1. Swipe left on a device in the group
  2. Tap Remove
  3. Confirm removal

Note: Removing a device from a group doesn’t delete the device, only the group association.

Deleting a Group

Roles: Installer, Designer, Manager, Sysadmin

  1. Swipe left on a group in the list
  2. Tap Delete
  3. Confirm deletion

Note: Deleting a group doesn’t delete the devices, only the group association.

Group Configuration

Roles: Installer, Designer, Manager

From a group detail view:

  1. Tap Configure in the toolbar
  2. Manage group-level settings
  3. Apply configurations to all group members

This allows you to:

  • Set configuration parameters for all devices in the group
  • Apply consistent settings across multiple devices
  • View configuration history for the group

Use Cases

Functional Grouping

Create groups based on function:

  • HVAC Sensors - All temperature and air quality devices
  • Security System - All motion detectors and access sensors
  • Energy Monitoring - All power meters and consumption sensors
  • Gateways - All network gateway devices

Location-Based Grouping

Create groups based on location:

  • Building A Devices - All devices in a specific building
  • 3rd Floor - All devices on a particular floor
  • Server Room - All devices in a critical space
  • Outdoor Sensors - All exterior-mounted devices

Project-Based Grouping

Create groups based on projects or phases:

  • Phase 1 Deployment - Initial installation devices
  • Pilot Program - Test deployment devices
  • Customer XYZ - Devices for a specific customer
  • Q1 2026 Installation - Devices installed in a time period

Maintenance Grouping

Create groups for maintenance purposes:

  • Battery Replacement Schedule - Devices due for battery change
  • Firmware Update Candidates - Devices needing updates
  • High-Priority Devices - Critical system sensors
  • Warranty Devices - Devices under warranty

Group Best Practices

Naming

  • Use clear, descriptive names
  • Include the purpose or criteria (e.g., “Floor 2 Temperature Sensors”)
  • Avoid generic names like “Group 1”
  • Use consistent naming patterns

Organization

  • Create groups that match your workflows
  • Don’t create too many groups (hard to manage)
  • A device can be in multiple groups if needed
  • Periodically review and clean up unused groups

Size

  • Groups can have any number of devices
  • Very large groups (>100 devices) may be slower to load
  • Consider subdividing large groups by sub-criteria

Device Group Workflows

Bulk Configuration

  1. Create a group of devices needing the same configuration
  2. Open the group
  3. Apply configuration to all members
  4. Verify changes in configuration log

Monitoring

  1. Create groups for devices requiring similar monitoring
  2. Check group regularly for status
  3. Address issues with group members
  4. Use device alerts filtered by group

Reporting

  1. Group devices for reporting purposes
  2. Export data for the group
  3. Analyze group-level trends
  4. Compare groups against each other

Next Steps