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Smart Groups Overview

Smart groups are customizable groups that determine which platforms, devices, and users receive an assigned application, book, compliance policy, device profile, or provision.

When you create organization groups, you typically base them on the internal corporate structure: geographical location, business unit, and department. For example, "North Sales," "South HR." Smart groups, however, offer the flexibility to deliver content and settings by device platform, model, operating system, device tag, or user group. You can even deliver content to individual users across multiple organization groups.

You can create smart groups when you upload content and define settings. However, their modular nature means you can also create them at any time, so they are available to be assigned later.

The main benefit of smart groups is their reusability. It may be intuitive to make a new assignment every time you add content or define a profile or policy. Instead, if you define assignees to smart groups only once, you can simply include those smart groups in your definition of content.

Create and Assign a Smart Group

You can create a smart group defined by platform, ownership, user group, OS version, model, device tag, enterprise OEM, and even individual devices by friendly name.

For example, you can make a smart group containing all employee-owned iPhone Touch devices with iOS version lower than 9.0.2. Add to this same smart group all Android devices by HTC version 2.0 with OS version 4.1 or greater. Out of this group, you can exclude devices in the user group "full time." To this highly customized pool of *devices, you can assign 10 device profiles, 10 applications, or a compliance policy. For more information, see Create a Smart Group.

*Some restrictions may apply due to the multiplatform nature of this customized device pool. For example, there may be apps you want to assign that do not offer an Android version.

You can assign a smart group two ways. First, from the Assignment Groups List View after the smart group has been saved. Second, from the Assignment Groups setting which is found on multiple device product creation screens. For more information, see Assign a Smart Group.

Exclude a Smart Group

Smart groups are versatile. They can be used to define groups you may want to exclude from the assignment of profiles and policies.

For example, you want to assign a profile specifying network access to everyone except users working on a special sales project. Make a smart group with everyone on the project and exclude that smart group when you define the networking profile. For more information, see Exclude Smart Groups in Profiles and Policies.

List View

The smart group list view is used to view, edit, assign, unassign, exclude, and delete smart groups. For more information, see Smart Group List View.