Cloud Signage/Groups/Group Settings

Group Settings

Group Settings page

Step 1: Click the blue ⚙️ Settings button next to the group you want to open.

The Screen Groups list with the blue settings gear on the last row

The group settings page opens with the breadcrumb Group › and the group’s name at the top, and two panels below them.

A group's settings page, with the breadcrumb and the group's name at the top, its subgroups listed under Locations & Subgroups on the left, and Screens & Subgroups with its five buttons and subgroup cards on the rightPanel on the leftPanel on the rightThe group you are in
  • Locations & Subgroups, on the left, is the tree of the group. Each row carries a subgroup’s name with the number of screens and members it holds. Click a name to open that level, or type in the search box to find groups, screens and members. Searching brings up the blue Match badge: it sits beside each name that matches what you typed, and the levels above that name open up, so the badge marks the result while the rows above it show where that name sits in the tree.
  • Screens & Subgroups, on the right, shows the subgroups and screens at the level you are in, as cards. A subgroup card carries a folder icon beside its name, and a screen card carries the screen’s name, its Online or Offline status, its orientation and when it was last seen.

How to reach a different level: on the left, expand the names and click a name to move inside that level. On the right, click the > on a card to expand it and move inside its level.

Bulk Actions

Bulk Actions works when there are screens on the right to select and perform actions on.

A subgroup opened on the group settings page, with its screen cards on the right and the Bulk Actions button active above themActive hereScreens at this level

Click Bulk Actions to open Screens Operations. The screens at that level come in already selected, and Selected Screens, on the right, lists them with their ID, name, status and what they are playing.

Screens Operations, with the operations down the left and the four screens from the open level listed under Selected Screens on the rightThe screens from the open level

Every operation on this page is explained in the Bulk Operations document, under Screens.

Team Access

For more details about this section, read the Team document.

Click Team Access on the level you want to give access to. Manage Team Access opens.

Manage Team Access, with the team members and their Add Access buttons on the left and the empty Who has access list on the rightNew memberHas accessGives access
  • Team Members, on the left, lists your team with each member’s name, email and role. The number box sets how many members show on a page, and Search finds a member.
  • Add Access, on each row, gives that member access to the level you are on.
  • Who has access, on the right, lists the members who have access to this level.
  • Add Member adds a new person to the team.

Click Add Access on a member’s row. The member moves to Who has access, and there is a Remove button beside them to take the access back.

Manage Team Access after Add Access, with the member listed under Who has access and a Remove button on their rowAccess givenRemoves access

Add Member opens the Team section, with four tabs at the top.

Members lists everyone on the team, with their email, role and the date they were added, a status switch, and buttons to view, edit and delete each member.

The Members tab of Team, with the list of members, their status switches and action buttonsAll members

Roles shows each role as a card, with its permissions, who it reports to and the members assigned to it. Create Custom Role makes a new role.

The Roles tab of Team, with a card for each role and the Create Custom Role buttonNew role

New Member is the form for adding a member: their name, email, password and role. Create Member adds them to the team.

The New Member tab of Team, with the name, email, password and role fields above the Create Member buttonAdds the member

Logs lists the activity on the account, with who did what and when. The dates, Search Logs and the filter narrow the list, and Export Logs exports it.

The Logs tab of Team, with date fields, search, filter and Export Logs above the activity listNarrow or export

Clusters

The Clusters section is covered in more depth in the Clusters document.

Click Clusters to open Manage Clusters.

Manage Clusters, with the list of clusters and their batch counts on the left, one ticked cluster under Selected Clusters on the right, and the Save Selection buttonIts batchesTicked clustersRemovesSaves
  • The number box sets how many clusters show on a page.
  • Clusters Management, on the left, lists your clusters with the number of batches in each. The arrow on a row opens its batches, with the number of screens in each.
  • Tick a cluster to add it to Selected Clusters, on the right, which carries the count. The red ✕ on a row takes it out.
  • Save Selection saves the choice.

A linked cluster’s screens count toward the screen totals of that level and every level above it.

Add screens to a group

Step 1: Open the level the screens go into – the group itself, or one of its subgroups.
Step 2: Click the Screens button to open Manage Screens.

A group's own page, with its subgroups and the Screens button above themOpens Manage Screens

Step 3: Tick the screens you want in the group. All Screens, on the left, carries each screen’s tags, location and status. Select Tags and the search box narrow that list first, and Must Include all Tags keeps the screens that carry every tag you picked.
Step 4: Click the Save group button to save the changes.

Manage Screens, with every screen on the account on the left and the four already in the group on the rightEvery screen on the accountThe ones in this group

To remove a screen, click the red 🗑️ button on its row in Selected Screens, then Save group. The screen stays on the account, in the All Screens list on the left.

Add Subgroup

Click Add Subgroup to open the Add Subgroup window. Creating in shows the level the subgroup goes into. Enter a Name and click Create.

The Add Subgroup window, with the Creating in box above the Name field and the Create buttonWhere it goesThe subgroup's nameCreates it

Move a screen to a subgroup

Step 1: Open the level that holds the screen, and tick the checkbox on its card. Move Selected appears, with the number of screens you ticked.

A level on the group settings page with one screen card ticked and the Move Selected button above the cardsAppears on selectionSelected screen

Step 2: Click Move Selected. In the Move Screen window, select Move to Subgroup and open the list, which shows the root group’s subgroups.

The Move Screen window with Move to Subgroup selected and the list of subgroups openSelectedThe root group's subgroups

Step 3: Pick a subgroup. The path under Select Destination updates, and the list now shows the subgroups inside it, with Place in and the subgroup’s name at the top to place the screen at that level.

The Move Screen window after picking a subgroup, with the updated path and the list of subgroups inside itPath updatesIts subgroups

Step 4: Click Move to move the screen.

OverviewClusters