Manage Groups

Step by Step Guide

Step 1: Create the Device Group

1. • Click Device Group in the navigation menu

   • Click Add Device Group

   • Enter a name for your device group

   • Assign users to the group (users must be created beforehand — see the Users setup guide if needed)

   • Click Save

Step 2: Add Devices to the Group

• If your devices are already activated:

  • After saving, click Add to Group and select the devices you want to include

• If your devices are not yet activated:

  • Exit this screen and add devices later via Devices → Add Device, where you can assign the device group during that setup

• If you need to come back to this later:

  • Go to Manage Device Groups

  • Find your group (it will show as Incomplete)

  • Click Finish Setup

  • Select the devices you want to add to the group

  • Click Save and Next

Step 3: Configure Reporting

• Select which users should receive reports from this device group

• For each user, set their report frequency (e.g. daily, monthly)

• Click Save and Next

Step 4: Set Up the Escalation Policy

• The escalation policy determines who gets alerted when devices go out of compliance, and in what order.

• Click Add to add your first escalation contact

• Select the user

• Choose their alert method (text, call, email)

• Click Add New Escalation to add a second level

• Set the wait time before escalating (e.g. 30 minutes with no acknowledgement)

• Select the next user and their alert method

• Repeat to add additional escalation levels as needed (e.g. escalate again after 1 hour)

• Click Save and Next when your escalation chain is complete

Step 5: Finalize

• Review your setup — devices, users, reporting, and escalation policy

• Click Create

• Your device group is now live with full reporting and escalation configured.

For questions, contact Hexmodel support at support@hexmodal.com