Administrator Guide

Groups overview
Site
When you configure and download SupportAssist from TechDirect using the Device Management Administrator account, a site
is automatically created for that account.
When you deploy SupportAssist on PCs, all the PCs on which SupportAssist is deployed is displayed in TechDirect for that site.
By default, every site contains a Default group.
Groups
A group is a logical group of assets within a site. You can create groups to organize the assets during deployment or in
TechDirect. You can create one or more groups and organize your PCs within a site, but you cannot move PCs across groups in
a different site.
The Groups tab on the PCs page enables you to create a group and organize your PCs.
NOTE: You require Device Management Administrator rights to organize groups in TechDirect. Device Management
Technicians can organize groups if permitted by the administrator. See Roles and permissions.
Create group
Prerequisites
Sign in to TechDirect with Device Management Administrator rights.
Steps
1. On the TechDirect dashboard, click Device Management.
2. In the Manage My Fleet of PCs card, click START HERE.
3. Go to Manage > PCs.
The PCs page is displayed.
4. Click the Groups tab.
5. Click Create group.
The Create a new group window is displayed.
6. Select a site and enter a group name.
7. Click Create.
Results
The group is created, and the default group configuration of the site is copied to the newly created group.
NOTE:
If the primary and secondary contacts are different for PCs running Windows and Chrome operating systems,
ensure that you create separate groups and assign unique primary and secondary contacts for managing these devices.
Move assets between existing groups
Prerequisites
Sign in to TechDirect with Device Management Administrator rights.
To move PCs from one group to another, the source and target groups must be within the same site.
Steps
1. On the TechDirect dashboard, click Device Management.
2. In the Manage My Fleet of PCs card, click START HERE.
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Managing PCs and groups