Entity Groups

Entity Groups let you organize devices, assets, entity views, customers, users, dashboards, and edge instances into custom collections. Each entity can belong to multiple groups simultaneously. A special “All” group always contains every entity of a given type within the tenant.

Groups serve three main purposes:

• Organization — categorize entities by location, function, project, or any custom criteria
• Access control — share groups with customers and configure permissions per group
• Bulk operations — change ownership, move, add, or remove entities in batches

The process is the same for all entity types. Below uses devices as an example:

1. Navigate to the entity page (e.g., Entities → Devices) and switch to the Groups tab.
2. Click + to add a new group.
3. Enter the group name.
4. Optionally configure sharing with a customer (see Share a group below).
5. Click Add.

The new group appears in the Groups tab. Open it to see and manage the entities it contains.

Open a group and click the pencil icon to access the group settings. The configuration dialog has several tabs.

Edit the group name and, for device groups, assign firmware or software versions.

Customize which columns appear in the group’s entity table. You can:

• Add a column — click +, select the data source (entity field, attribute, or telemetry key), and set a title
• Delete a column — click the trash icon next to the column
• Reorder columns — drag columns to change their position
• Style function — apply conditional formatting (e.g., color temperature values based on thresholds):

return value >= 45 ? {
    color: 'rgb(255, 106, 12)',
    fontWeight: 600
} : {
    color: 'rgb(0, 132, 214)',
    fontWeight: 600
}

• Content function — transform the displayed value (e.g., append a unit symbol):

return value ? value + ' ℃' : '-';

Control the group’s display behavior:

Define quick actions available for each entity in the group. Actions can navigate to a specific dashboard or execute custom logic.

1. Go to the Actions tab in group configuration.
2. Click + to add an action.
3. Choose the action type — Navigate to dashboard or Custom action.
4. For dashboard navigation, select the target dashboard and optionally a specific state.
5. Click Add.

Define who can access the entities inside this group and what actions they can perform. A permission entry links a group role to a user group and applies only to entities within this group.

1. Open the group details → Permissions tab.
2. Click + to add a permission.
3. Select a Role (group role) from the dropdown.
4. Select the User group owner (Tenant or a specific Customer) and the User group.
5. Click Add.

You can edit or delete existing permissions at any time. Changes take effect immediately for all affected users.

Select multiple entities within a group using checkboxes to perform bulk actions:

Sharing a group provides access to all entities inside it at once by creating a permission entry that links the group to a customer’s user group.

1. In the Groups tab, click the Share icon next to the target group.
2. Select the target Customer.
3. Optionally enable All users to provide access to every user of that customer.
4. Choose the permission level — Read, Write, or a custom Role.
5. Click Share.

To update or revoke access later, open the group’s Permissions tab and edit or delete the corresponding entry.

Public groups provide read-only access to anyone without sign-in. Use this only for non-sensitive data.

Make public:

1. In the Groups tab, click the Make public icon next to the target group.
2. Confirm in the dialog.

Make private:

1. Click the Make private icon next to the group.
2. Confirm in the dialog. Public access is removed immediately.

For controlled access to specific customers, use Share a group or configure entries on the Permissions tab instead.

Click the trash icon next to a group and confirm. You can also select multiple groups using checkboxes and delete them in bulk.