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Client groups let you manage many Clients as a unit — granting users access to multiple Clients at once without granting them access to every Client, applying the same configuration across dozens or hundreds of endpoints with a single edit, and bulk-organizing Clients during deployment, rollout, or restructuring. Both Windows, macOS, and Linux Clients can belong to the same group. For per-Client operations (install, configuration, uninstall, update), see the per-OS Clients pages: Windows, macOS, Linux.
All Client group operations require the administrative Client Installation and Management permission. For applying group settings to a Client, the Client Configuration Management permission for that Client is also required.

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The default All Clients group

Every Syteca deployment ships with one Client group — All Clients — that contains every installed Client automatically. You can’t remove Clients from this group, and you can’t delete it. This makes the All Clients group a useful target for permissions, alerts, and settings you want applied everywhere by default. Most deployments grant the Administrators user group every permission on All Clients, then add custom Client groups (Finance, Engineering, Contractors, etc.) for narrower scopes.
One Client can belong to multiple Client groups. Permissions, alerts, and settings combine across all groups the Client belongs to — see How Client group settings inheritance works.

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How Client group settings inheritance works

A Client’s configuration can either be Custom (specific to the Client, edited directly) or Inherited from a specific Client group. When inherited, three things happen:
  1. Editing the Client group’s settings automatically updates every inheriting Client. This is how you push a configuration change to dozens of Clients in one edit.
  2. The Client’s own settings can’t be edited directly while inherited. To edit them, switch the Client back to Custom by removing the inheritance.
  3. Removing the Client from the group, or deleting the group, sets the Client back to Custom — but the current values are preserved. Nothing breaks; the Client just stops getting updates from the group and becomes editable directly again.
This last behavior matters: when you remove a Client from a group it was inheriting from, the Client doesn’t revert to defaults. It keeps the configuration values it had at the moment of removal, just with the inheritance link broken. The current inheritance state shows on the Editing Client page → Properties tab → Client Properties section → Settings Type field:
  • Custom — direct editing enabled.
  • Inherited from <group name> — editing disabled; changes come from the group.

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Open the Client Groups tab

Sign in to the Management Tool, click Clients in the left navigation, then select the Client Groups tab. The grid lists every Client group in the system, with the All Clients group always at the top.
Use the Search box at the top of the Client Groups tab to find specific groups by name.
To open a Client group, click its name in the Client Group Name column.
Client Groups tab showing the All Clients default group and several custom Client groups with member counts

The Client Groups tab — All Clients at the top plus custom groups for narrower scopes.

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Add a Client group

1

Open Add Client Group

On the Clients page, select the Client Groups tab. Click Add Client Group in the top right.
2

Set the group properties

On the Properties tab (inside the Group Settings tab at the top of the page), enter:
  • Name — required, up to 200 characters.
  • Description — optional, up to 200 characters.
Click Next.
3

Configure the group's settings

Define the Client configuration that will be applied to the Clients in this group on the corresponding tabs — recording parameters, monitoring parameters, USB monitoring rules, and other Client settings — the same way as when configuring an individual Client. See the per-OS Client pages for what’s available on Windows, macOS, and Linux. Click Next after each tab.
4

Add Clients

On the Clients tab, add Clients to the new group. Click Next.
5

Grant Client permissions to users / user groups

On the Permissions tab, find each user or user group that should have access to this Client group. For each one:
  • Click Edit Permissions on the right.
  • In the Client Permissions pop-up, select the checkboxes next to the required permissions (see Client permissions reference).
  • Click Save.
Use the Search box at the top of the page and click Apply Filters next to it to find specific users or user groups.
Permissions inherited from user groups are shown as disabled checkboxes with the user group name next to them — these can only be changed by editing the user group itself.
Click Next.
6

Assign alerts

On the Assigned Alerts tab, select the checkboxes next to the alerts that should be assigned to this Client group. Every Client in the group will inherit these alert assignments.
7

Finish

Click Finish in the bottom right. The new Client group appears on the Client Groups tab.

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Edit a Client group

1

Open the group

On the Client Groups tab, click the group’s name in the Client Group Name column.
2

Make your changes

On the Editing Client Group page, edit the group properties, permissions, alerts, and other settings on the corresponding tabs in the same way as when adding a group.
3

Save

Click Finish in the bottom right to save and exit, or Next to save progressively across tabs.
When you change a Client group’s settings, every Client inheriting from that group is updated automatically. Confirm which Clients will be affected before editing — open the group’s Clients tab to see the members.

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Add Clients to a Client group

Three different entry points for the same operation — pick whichever workflow fits where you are in the product.
Use this when you’re already configuring a specific Client and want to add it to one or more groups.
1

Open the Client

On the Clients page, find the Client in the Client Name column and click its name.
Use the Search box and filters at the top of the Clients tab to find specific Clients.
2

Open Client Groups tab

On the Editing Client page, select the Client Groups tab, then click the Add button in the top left.
3

Pick groups

In the pop-up, select the checkboxes next to the Client groups to add the Client to.
Only the first 10 Client groups are displayed by default. Click Click to view all results at the bottom to see all groups, or use the Search box above the list to filter as you type.
4

Confirm

Click Add. The selected groups now appear in the Client Groups grid. Click Finish in the bottom right of the Editing Client page.

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Apply Client group settings to a Client

When a Client belongs to a Client group, it can be configured to inherit that group’s settings. From that point on, the Client’s configuration tracks the group’s — every edit to the group propagates to the Client automatically. Two ways to set this up:
Use this when you’re configuring a specific Client and want to switch its source of settings.
1

Open the Client

On the Clients page, click the Client’s name in the Client Name column.
If you don’t have the Client Configuration Management permission for this Client, the configuration options will be disabled.
2

Open Client Groups tab

On the Editing Client page, select the Client Groups tab. The grid shows the Client groups this Client belongs to.
3

Apply group settings

In the Group Settings column, click the Apply icon next to the Client group whose settings you want to inherit.The Settings Type field (on the Properties tab → Client Properties section) changes to Inherited from <group name>, and the Apply icon in the Group Settings column changes to the word Applied.
4

Save

Click Finish in the bottom right.

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Remove Clients from a Client group

Three entry points, same as adding.
1

Open the Client

On the Clients page, click the Client’s name in the Client Name column.
2

Open Client Groups tab

On the Editing Client page, select the Client Groups tab.
3

Remove

Click the Remove icon next to the Client group on the right.
To remove the Client from all groups at once, click Remove from All in the column header.
4

Confirm

Click OK in the confirmation. The Client is removed from the selected groups.
Clients can be removed from any Client group except the All Clients group.
If a removed Client was inheriting its settings from this group, its Settings Type changes to Custom — but its current configuration values are preserved. The Client just stops getting updates from the group.

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Manage Group Settings (Bulk Action)

Edit Selected Clients dialog with Action to perform drop-down showing Add to group, Remove from group, Inherit group settings options

The Edit Selected Clients pop-up — single dialog for adding, removing, or inheriting group settings across many Clients at once.

The Manage Group Settings action on the Clients page is the most efficient way to handle Client group changes for many Clients at once. It combines all three operations (add, remove, inherit) in a single dialog.
1

Select Clients

On the Clients page, find and select the checkboxes next to the Clients you want to manage.
Use the Search box and filters at the top to narrow the list before selecting.
2

Open Manage Group Settings

Click Bulk Action in the top left, then select Manage Group Settings in the drop-down.
3

Pick the action

In the Edit Selected Clients pop-up, select an option from the Action to perform drop-down:
4

Pick the target group

In the Select a group drop-down, pick the Client group to act on.
5

Confirm

Click Confirm to apply the action across all selected Clients (or Close to cancel).

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Clone a Client group

Cloning creates a new Client group with the same settings as an existing one — useful for spinning up a new tier (e.g. a “Finance — Sandbox” group based on the production Finance group) without rebuilding the configuration from scratch.
1

Open the source group

On the Client Groups tab, click the name of the group you want to clone.
2

Click Clone Client Group

On the Editing Client Group page, on the Properties tab, scroll to the bottom and click Clone Client Group.
3

Name the new group

In the Duplicate Group pop-up, enter a name in the New Group Name field, then click Duplicate.
4

Add Clients (optional)

The new group is created empty — it has the same settings as the source, but no Client members. Add Clients to it the same way as any other group.

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Delete a Client group

1

Open the group

Click the group’s name in the Client Group Name column.
2

Delete

On the Editing Client Group page → Properties tab, click Delete Client Group in the bottom left.
3

Confirm

Click Delete in the confirmation message.
Deleting a Client group doesn’t delete the Clients in it — but Clients that inherited their settings from this group switch to Custom Settings Type, preserving the current configuration values but unlocking them for direct editing. Any user permissions tied to the deleted group are also lost.
The All Clients group can’t be deleted.

Windows Clients

Install, configure, and update Windows Clients.

macOS Clients

Install, configure, and update macOS Clients.

Linux Clients

Install, configure, and update Linux Clients.

Client permissions

The per-Client permissions that user groups grant on a per-Client-group basis.