In this article you will learn how to manage your local groups. On the other hand, to learn what to consider when managing groups imported from Microsoft Entra ID, see our help article Managing Microsoft Entra Groups.
Assign local groups to users or devices retrospectively
Assign settings to a local group
Overview
If you select at least one group in the Administration Portal, under Administration→ Groups the following options are available:
| Assign/Unassign | You can assign and remove groups here. |
| Delete | Here you can delete selected groups from Cortado Administration Portal. |
| Transfer Settings | With this action you can assign settings from one user to another (Settings, Policies, Profiles, Apps). |
| Edit | You can add a comment to the group here. |
| Enroll Device | With this action you can configure the users’ devices yourself or together with the user (see Embedding mobile devices). |
| Remove Settings | Here you can delete configuration settings for selected groups. You can select which settings you want to delete. Select the relevant settings (Policies, Profiles, Apps) and delete them with Remove. |
Assign local groups to users or devices retrospectively
When adding single users (Enter single user) and for Import users from .csv file you can select or specify the group directly during import. If you want to add users or devices to a group at a later date, proceed as follows:
- Under Administration→ Groups select a group (left arrow in illus.) and then click on Assign (right arrow in illus.).
- Then click on Assign users or Assign devices.
- Select the users (left-hand image) or devices (right-hand image) that you would like to add to the group and confirm with OK.
Note! We recommend that you do not mix users and devices within a group, i.e. always create user-only and device-only groups.
Note! Alternatively, you can specify one (or more) group(s) to which the users will be automatically added during the import.
Note! As soon as a user is subsequently added to a group, all properties of the group are automatically rolled out for him/her. Manual rollout is no longer necessary.
Change local group
- Select a group (left arrow in illus.).
- You can now use Assign or Unassign to switch the group membership of the users.
Assign settings to a local group
You can assign settings (Policies, Profiles, Apps, Managed Configurations(for iOS or Android) or App Store Accounts) to a group. To do this, go to Administration→ Policies, Administration→ Profiles, or Administration→ Apps, select the appropriate setting, and assign the desired group (example in illus.).
Or, under Administration→ Groups, select a group and then (depending on what you want to assign) open the Policies, Profiles, or Apps tab.
After that, select Assign to assign either policies, profiles, apps, managed configurations, or an app store account to the group. For more information about this, see our help article Assign settings in user and group management.
Note! Manual rollout of the newly assigned setting is not necessary.