Groups

Overview

The Groups page lets you view, create, and remove groups.

Use this page when you need to:

• Review how many panels are assigned to each group.
• Check which roles are assigned to a group.
• Remove a group that is no longer needed.

Before you begin

Required permissions

• You must have permission to view the groups list.
• You must have permission to create groups.
• You must have permission to remove groups.
• You must have permission to edit groups.

info

Access to the Groups page and group management actions is controlled by the role permission group named "Groups".

Preconditions

• At least one group exists in the system.

Dependencies

• Panel assignment data is required to show the connected and total panel count.
• Role assignment data is required to show the number of roles assigned to each group.
• Role names are required to display the roles tooltip.

Important limitations

warning

• The Main group cannot be removed.
• When you remove a group, all panels from that group are moved to the Main group.
• Removing a group may affect roles assigned groups.

Page layout

Page header

Callout	UI element	Description	When to use
1	Page title	Shows the current page name: Groups.	Use to confirm that you are viewing group management.
2	+ icon	Opens the Create group modal window.	Use to create a new group.
3	Group count	Shows the total number of groups.	Use to confirm the number of available groups after creating or removing a group.
4	Remove button	Appears in the page header after you select one or more groups.	Use to remove selected groups when they are no longer needed.

Create group modal window

The Create group modal window appears after you select the + icon.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Create group.	Use to confirm that you are creating a group.
2	Name field	Defines the group name shown in the groups grid.	Enter a clear name that helps users identify the group.
3	Description field	Provides additional information about the group.	Use to explain the group purpose, scope, or ownership.
4	Cancel button	Closes the modal window without creating a group.	Select when you do not want to save the new group.
5	Save button	Creates the group using the entered values.	Select after entering the required group information.

Groups grid

The groups grid lists available groups and key details about each group.

Callout	UI element	Description	When to use
1	Checkbox column	Lets you select groups for bulk removal.	Select one or more removable groups when you want to remove them.
2	Name column	Shows the group name and description.	Use to identify the group and understand its purpose.
3	Panels column	Shows assigned panels to the group in the format connected panels / total panels.	Use to check how many panels in the group.
4	Roles column	Shows the number of roles assigned to the group.	Use to review role assignment coverage for the group.
5	Three-dot icon	Opens a row action menu for the selected group. Available for all groups except Main group.	Use to remove a specific group from its row.

tip

Star icon appears next to the group name for dealer groups.

Remove group modal window

The Remove group modal window appears when you start a remove action.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Remove group.	Use to confirm that you are removing a role.
2	Warning message	Explains the impact of removing the group.	Read before confirming the removal.
3	Cancel button	Closes the modal window without removing the group.	Select if you want to keep the group.
4	Yes, remove button	Confirms the removal.	Select only after you confirm that the group should be removed.

warning

After the group is removed, all panels from that group move to the Main group.

Pagination controls

The pagination controls appears under the groups grid.

Callout	UI element	Description	When to use
1	Navigation arrows	Move between pages of groups.	Use when the group list has more items than the current page can show.
2	Range indicator	Shows the current range and total number of groups, for example, 1-15 of 26.	Use to understand where you are in the groups list.
3	Page size dropdown	Controls how many groups appear on each page (10, 15, 50, 100, 200).	Use to show fewer or more groups in the grid.

How to use this page

Create a group

Goal:

• Add a new group to organize panels.

Steps:

1. Go to the Groups page.
2. Select the + icon next to the page title.
3. In the Create group modal window, enter a value in the Name field.
4. Enter a value in the Description field, if needed.
5. Select Save.

Expected result:

• The modal window closes.
• The new group appears in the groups grid.
• The group count updates.

Review group details

Goal:

• Check group name, description, assigned panels, and assigned roles.

Steps:

1. Go to the Groups page.
2. Find the group in the grid.
3. Review the Name column for the group name and description.
4. Review the Panels column.
5. Review the Roles column.

Expected result:

• You can identify the group.
• You can see connected panels and total panels.
• You can see how many roles are assigned to the group.

View role names for a group

Goal:

• See which roles are assigned to a group.

Steps:

1. Go to the Groups page.
2. Find the group in the grid.
3. Hover over the number in the Roles column.

Expected result:

• A tooltip appears.
• The tooltip shows the assigned role names.

Remove a group by selecting it

Goal:

• Remove a group from the grid using checkbox selection.

Steps:

1. Go to the Groups page.
2. In the checkbox column, select the group you want to remove.
3. Confirm that the Remove Group button appears in the top-right corner.
4. Select Remove Group.
5. In the Remove group modal window, read the warning message.
6. Select Yes, remove.

Expected result:

• The selected group is removed.
• Panels from the removed group move to the Main group.
• The groups grid updates.
• The group count updates.

warning

You cannot select or remove the Main group.

Remove a group from the row action menu

Goal:

• Remove one specific group from its row.

Steps:

1. Go to the Groups page.
2. Find the group you want to remove.
3. Select the three-dot icon in the group row.
4. Select Remove.
5. In the Remove group modal window, read the warning message.
6. Select Yes, remove.

Expected result:

• The group is removed.
• Panels from the removed group move to the Main group.
• The groups grid updates.

Change the number of groups shown on a page

Goal:

• Show more or fewer groups in the grid.

Steps:

1. Go to the pagination bar under the groups grid.
2. Open the page size dropdown.
3. Select one of the available values (10, 15, 50, 100, 200).

Expected result:

• The grid refreshes to show the selected number of groups per page.
• The range indicator updates.

Navigate between pages

Goal:

• Move through the full list of groups.

Steps:

1. Go to the pagination bar under the groups grid.
2. Review the range indicator, for example, 1-15 of 26.
3. Select the navigation arrows to move to another page.

Expected result:

• The grid shows the groups for the selected page.
• The range indicator updates.

Field and option reference

Name	Description	Accepted values	Behavior	Restrictions	Default value
Name	Group name shown in the groups grid.	Text.	Used to identify the group.	Must contain less than 24 characters.	None.
Description	Additional information shown under or near the group name.	Text.	Helps users understand the group purpose.	Must contain less than 1024 characters.	None.
Checkbox	Selects a group for removal.	Selected or not selected.	Shows the Remove Group button when a removable group is selected.	The Main group cannot be selected.	Not selected.
Panels	Shows connected panels and total panels.	Numeric ratio, such as 5/11.	The first number is connected panels. The second number is total panels.	Read-only.	Depends on panel data.
Roles	Shows the number of roles assigned to the group.	Number.	Hovering over the value shows role names in a tooltip.	Read-only.	Depends on role assignments.
Page size	Controls how many groups appear on one page.	10, 15, 50, 100, or 200.	Refreshes the grid with the selected page size.	Only listed values are available.	15.

Tips

tip

• Use clear group names that describe the group purpose, location, customer, dealer, or operational scope.
• Review the Panels column before removing a group. This helps you understand how many panels affect group deletion.
• Use the roles tooltip to confirm role assignments before making changes to group.
• Increase the page size when you need to review many groups without moving between pages.

Troubleshooting

The group cannot be added

Possible causes

• You do not have permission to create groups.

What to do

1. Confirm that you have the required group management permissions.
2. Contact an administrator if the + icon is still unavailable.

The group cannot be saved

Possible causes

• The Name field is empty.
• The entered value does not meet validation rules.
• A group with the same name may already exist.
• You do not have permission to create groups.

What to do

1. Check that the Name field has a valid value.
2. Review the Description field for unsupported content, if validation appears.
3. Try a unique group name.
4. Select Save again.
5. Contact an administrator if the issue continues.

The Main group cannot be selected

Possible causes

• This is expected behavior.
• The Main group is protected from removal.

The group cannot be removed

Possible causes

• You do not have permission to remove groups.

What to do

1. Confirm that you have the required group management permissions.
2. Contact an administrator if the removing groups is still unavailable.

Panels moved to Main group after removing a group

Possible causes

• This is expected behavior.

The roles tooltip does not appear

Possible causes

• The pointer is not positioned over the roles count.
• Your browser or session has a temporary display issue.

What to do

1. Hover directly over the value in the Roles column.
2. Refresh the page.
3. Contact an administrator if role information still does not appear.

Pagination does not show the expected groups

Possible causes

• The selected page size limits how many groups appear.
• You are viewing a different page in the list.

What to do

1. Use the navigation arrows to move between pages.
2. Change the page size if you need to show more groups.

Related pages

See also

• Equipment
• Roles
• Employees
• Groups. Settings