Search and Group Devices by Criteria

Topic

Technicians with the appropriate permissions can use the search and grouping functionalities to filter your devices based on certain criteria. To learn more about filtering capabilities when searching for devices, please refer to the Device Search Grid. 

Technicians can also create dynamic device groups based on certain criteria. Once created, these groups may be used as a target for Scheduled Tasks. NinjaOne includes numerous default groups (refer to Search & Grouping: Default Groups), or you can use the instructions in this guide to create your own.

Environment

NinjaOne platform

Description

• Technician Permissions
• Creating New Device Groups in Administration
• Creating New Device Groups in the Device Search Grid 
• Viewing Existing Groups

Technician Permissions

Technicians must have their "Create Device Groups" system permission set to "Allowed" in their individual account or role (see User Permissions: Permission Options for a description of various permissions; see User Roles and Permissions for instructions on creating a technician/user role).  

If the system permission is enabled and allowed, the technician has the following options on the device search grid depending on their account level and/or role assignment(s). 

Ability by Permission

Technician: System Administrator

• Save search as group.
• Share group with technicians in any role.
  • Grant each role permissions for view, update, full access, or none.

Technician: Assigned to one or more roles

• Save search as group.
• Share group with technicians in the same role(s).
  • Grant permissions for view, update, full access, or none.

Technician: No Role

Save search as group.

Creating New Device Groups in Administration

1. Navigate to Administration > Devices > Groups, and click Create New Group in the top right corner of the screen. This will take you to the Devices tab. 

2. Follow Steps 2–3 in the section below. 

Creating New Device Groups in the Device Search Grid

1. Click Devices in the left navigation pane.
2. Set your criteria into the available filters. When you select all data from the filter dropdowns you want to set as a group, click Save at the top of the result list. 

3. Enter a name for the group and an optional description in the resulting pop-up window.
4. Depending on your role assignment, select sharing options as applicable. 

Viewing Existing Groups:

1. Navigate to the Devices tab and hover your cursor over Load Group in the top right corner. From here, you can type to filter the group list by name or choose to filter by the group type (all, built in, or user defined).
   
2. Select the group you wish to view by clicking it.
   

OR

1. Navigate to Administration > Devices > Groups.
   
2. Click on the group you wish to view from the list.
3. If you have system administrator privileges or are assigned to a role, you may have additional options to share the group. 

For a list of frequently asked questions about Search and Grouping, please see: Search and Grouping: FAQ