Groups - Legacy UI

SECURITY  All users

NAVIGATION  Legacy UI > Sites > Device Groups or Site Groups

NAVIGATION  Legacy UI > Sites > click on a site > Site Device Groups

Refer to Groups - New UI.

About groups

In Datto RMM, groups are used to group specific devices or sites in situations where you cannot or choose not to use filters. Sites can be grouped at the account level, while devices can be grouped at both the account and site level. Groups can be used as the target for monitors, reports, and jobs.

Similarly to filters, groups work independently of sites. This means that you can group devices from many sites together. However, as opposed to filters, groups are static, which means that adding or removing devices or sites to or from groups is a manual activity that is carried out in the web interface.

Users with the Administrator security level can control which devices each security level has access to, which includes the option to include or exclude specific groups. For details, refer to Security Level Details - Device Visibility.

There are three types of groups within Datto RMM:

Name Definition Access Path
Device Groups Devices grouped at account level Sites > Device Groups
Site Groups Sites grouped at account level Sites > Site Groups
Site Device Groups Devices grouped at site level Sites > select a site > Site Device Groups

How to...

  1. Under the Sites tab, locate the Device Groups area in the left navigation pane.
  2. Click the green plus icon to add a new group.
  3. Give it a name and click Save.
  4. To be able to add one or more devices to this group, locate your devices by clicking on the name of the site they are added to and clicking on the Devices tab.
  5. Select the device(s) and click on the Add device(s) to group icon in the Action bar.
  1. Select the Device Group that you want to add your device(s) to and click Add.
  1. Repeat steps 4-6 in each site that has any device that you wish to add to your group.

NOTE  Alternatively, you can use the filter All Devices and select the devices you want to add to your group. Refer to Filters - Legacy UI.

  1. Go back to Sites > Device Groups.
  2. Click on the name of the group you have created to see the device(s) that you have added to it.
  1. Under the Sites tab, locate the Site Groups area in the left navigation pane.
  2. Click the green plus icon to add a new group.
  3. Give it a name and click Save.
  4. To be able to add one or more sites to this group, locate your sites under the Sites tab.
  5. Select the site(s) and click on the Add site(s) to site group icon in the Action bar.
  1. Select the Site Group that you want to add your site(s) to and click Add.
  1. Click on the name of the group you have created to see the site(s) that you have added to it.
  1. Under the Sites tab, click on the name of one of your sites.
  2. Locate the Site Device Groups area in the left navigation pane.
  3. Click the green plus icon to add a new group.
  4. Give it a name and click Save.
  5. To be able to add one or more devices to this group, locate your devices by clicking on the Devices tab.
  6. Select the device(s) and click on the Add device(s) to group icon in the Action bar.
  1. Select the Site Device Group that you want to add your devices(s) to and click Add.
  1. Click on the name of the group you have created to see the devices(s) that you have added to it.

NOTE  A Site Device Group is only visible under the site you created it for.

  1. Open a group to remove devices or sites from.
  2. Select the check box next to the device(s) or site(s) you want to remove and click the Add device(s) to group or the Add site(s) to site group icon in the Action bar, respectively.
  3. Click No group and click Add.
  4. The device(s) or site(s) are removed from all groups. Refresh the page to see the updated results.
  1. Locate the group you would like to edit.
  2. Hover over the group and click the pencil icon.
  3. Select a device or site under the Included column and click Exclude.
  4. Click Save.
  1. Locate the group you would like to edit or delete.
  2. Hover over the group and click the pencil icon to edit it or the red X to remove it.

In our example, we are going to remove a site from one of our Site Groups.

  1. Go to Sites and in the left navigation pane, locate the Site Group that you would like to edit.
  2. Hover over the group and click the pencil icon.
  3. Select one of the sites under the Included column and click Exclude.
  1. Click Save.
  2. Go to Sites > Site Groups and click on the name of your group to see that the site we have just removed is no longer listed in the group.