Manage groups

Create, update, and remove flexible device groups for operational work.

Use Manage groups to create, update, and remove device groups.

Groups help you organize devices outside the hierarchy tree.

When to use groups

Use groups when devices should stay in their current hierarchy placement but still need to be collected for work.

Common uses include:

• bulk operational tasks
• cross-hierarchy reporting sets
• short-term working collections

Before you start

Confirm that:

• a group is the right choice instead of a hierarchy move
• you know the operational purpose of the group
• you know whether you need to create, edit, or delete a group

Define the group’s purpose, expected members, and owner. Use a distinct name that communicates its operational use.

Review existing groups first. Reuse a suitable group when it already serves the same purpose.

Open groups

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1. Open Groups

Go to Verifone Central → Device Management → Hierarchy/Group Management → Groups.

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2. Review the list

Check the current groups before you create or change one.

Use the Actions menu

Open Actions to manage the selected group.

Create a group

Use Create Group when you need a new device collection for a specific workflow.

Select Actions → Create Group.

After creation, confirm the group name and membership scope before using it for an operational task.

Edit group details

Use Edit Group Details when the current group setup still fits, but its details need to change.

Select Actions → Edit Group Details.

Review the effect on scheduled work before changing a group used by another team.

Delete a group

Use Delete Group only when the collection is no longer needed.

Select Actions → Delete Group.

Before deletion, confirm that no active workflow relies on the group. If the group may be needed later, update its details instead.

Verify the result

After you complete an action, confirm that:

• the group list shows the intended create, edit, or delete result
• the group still matches the operational purpose you planned
• you did not change a group that should remain available for another workflow
• group membership supports the intended task without changing device hierarchy

Choose groups or hierarchies

Use these quick rules:

• use Groups when device placement should stay the same
• use Hierarchies when ownership or access should follow a business structure
• return to Manage hierarchies and groups if you need to recheck the difference

Result

You can manage device groups from one page.

Next steps

• View devices — work with device lists that feed group actions
• Manage hierarchies and groups — switch back to hierarchy planning