Overview of group templates

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Group template types

Security Group: Enables you to create groups of users or devices to control access to applications and resources.

Windows 365 Group: Enables you to define which users or security groups have access to specific virtual desktop resources. In Nerdio Manager, this enables provisioning across customer tenants.

Group template purpose types

• Standard group templates: Standard group templates are similar to the Dynamic Groups used in Azure, Entra, and Intune today. They allow you to deploy standardized group names across all your customers.

• Policy management group templates: These allow you to directly assign policies at the MSP level to users and devices that belong to a group that is defined in the group template. For example, you can create a group template for all Microsoft devices that are not personally owned. This gives you additional flexibility when assigning policies. Once you create your policy management group templates, they may be used for policy assignments at the MSP level. See Intune policy: MSP level general management for details.

• License management group templates: When you assign a License Management Group Template to customers at the MSP level, it gets created automatically at the customer level for all the assigned customers. In addition, each member user of the created group gets the license(s) assigned according to the License Management Group Template specification.

Template membership types

The following template membership types are available.

Assigned

Select this type to include any user and/or device assigned to any group.

Dynamic Device

Select this option to include all devices or specific devices.

• For all devices, toggle the Dynamic Rule to Predefined.

  

• For specific devices, toggle the Dynamic Rule to New and build the expression. In this example, the group template includes all Microsoft devices that are not personally owned.

  

Dynamic User

Select this option to include all users or specific users.

• For all users, toggle the Dynamic Rule to Predefined.

  

• For specific users, toggle the Dynamic Rule to New and build the expression. In this example, the group template includes all users in the New York HR department.

  

Create a new standard group template

You can create a new standard group template.

To create a standard group template:

1. At the MSP level, navigate to Group Templates.

2. Select Add new group template.

3. On the General tab, enter the following information:

   • Name: Type the group template name.

   • Group Type: From the drop-down list, select the type of group.

   • Purpose type: From the drop-down list, select Standard.

   • Membership type: From the drop-down list, select the membership type, as described above.

4. Dynamic rule: For Dynamic user or Dynamic device, build the dynamic rule, as described above.

   Notes:

   • Select Select expression to add additional expressions to the rule.

   • Select the delete icon to remove an expression from the rule.

   

5. Select Next, and on the Name Template tab, enter the following information to generate a unique group name per policy.

   • Name Template: Create the name template.

     Notes:

     • Follow the on-screen guide for creating the name template.

     • Use the copy icon to copy the desired parameter to the clipboard.

     

6. Once you have entered the desired information, select Save & close.

Create a new policy management group template

You can create a new policy management group template.

To create a policy management group template:

1. At the MSP level, navigate to Group Templates.

2. Select Add new group template.

3. On the General tab, enter the following information:

   • Name: Enter a name for the group template.

   • Group Type: From the drop-down list, select the type of group.

   • Purpose type: From the drop-down list, select Policy Management.

   • Membership type: From the drop-down list, select the membership type, as described above.

   • Dynamic rule: For Dynamic user or Dynamic device, build the dynamic rule, as described above.

     Notes:

     • Select Add expression to add additional expressions to the rule.

     • Select the delete icon to remove an expression from the rule.

     

4. Select Next, and on the Name Template tab, enter the following information to generate a unique group name per policy.

   • Name Template: Create the name template.

     Notes:

     • Follow the on-screen guide for creating the name template.

     • Use the copy icon to copy the desired parameter to the clipboard.

     

5. Once you have entered the desired information, select Save & close.

Create a new license management group template

You can create a new license management group template.

To create a new license management group template:

1. At the MSP level, navigate to Group Templates.

2. Select Add new group template.

3. On the General tab, enter the following information:

   • Name: Type the group template name.

   • Group Type: From the drop-down list, select Security Group.

   • Purpose type: From the drop-down list, select License Management.

   • License: From the drop-down list, select the license.

   • Service Plans: Select the service plans to be included.

   • Membership type: From the drop-down list, select the membership type, as described above.

   • Dynamic rule: For Dynamic user or Dynamic device, build the dynamic rule, as described above.

     

4. Select Next, and on the Name Template tab, enter the following information to generate a unique group name per policy.

   • Name Template: Create the name template.

     Notes:

     • Follow the on-screen guide for creating the name template.

     • Use the copy icon to copy the desired parameter to the clipboard.

     

5. Once you have entered the desired information, select Save & close.

Create a new Microsoft 365 group template

You can create a new Microsoft 365 group template.

To create a new Microsoft 365 group template:

1. At the MSP level, navigate to Group Templates.

2. Select Add new group template.

3. On the General tab, enter the following information:

   • Name: Type the group template name.

   • Group Type: From the drop-down list, select Microsoft 365 Group.

   • Email Address: Type the email address.

   • Settings: Select to send users a welcome message.

4. Dynamic rule: For Dynamic user or Dynamic device, build the dynamic rule, as described above.

   

5. Select Next, and on the Name Template tab, enter the following information to generate a unique group name per policy.

   • Name Template: Create the name template.

Manage group templates

Nerdio Manager allows you to manage existing group templates.

To manage group templates:

1. At the MSP level, navigate to Group Templates.

2. Locate the group template you wish to work with.

3. From the action menu, perform any of the following:

   • Edit: Edit the group template.

   • Delete: Delete the group template.

   • Assignments: View the customer assignments.

   • Status: View the status of the customer assignments.