Overview of group templates

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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.

Tip: For advanced dynamic groups, you can use the rule syntax editor to copy and paste your existing Dynamic Group rules to Nerdio Manager.

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 from the following:

    • Classic UI: Select Add new group template.

    • New UI: Select 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. Select Security Group or Microsoft 365 Group.

      • For Security Group, enter the following information:

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

          • Optionally, select or deselect the required service plans.

        • Membership Type: From the drop-down list, select the membership type.

      • For Microsoft 365 Group, enter the following information:

        • Email Address: Enter the local part of the email address.

        • Settings: Select this option to send users a welcome message.

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

      • Optionally, select or deselect the required service plans.

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

       

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

    Notes:

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

    • Select the trash can 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.

    • Purpose Type: Select Standard.

    • Name Template: Enter a name for the 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. Select Next, and on the Duplicates Resolution tab, select how to handle duplicate groups.

  7. Once you have entered all the 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 from the following:

    • Classic UI: Select Add new group template.

    • New UI: Select 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. Select either Security Group or Microsoft 365 Group.

      • For Security Group, enter the following information:

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

          • Optionally, select or deselect the required service plans.

        • Membership Type: From the drop-down list, select the membership type.

      • For Microsoft 365 Group, enter the following information:

        • Email Address: Enter the local part of the email address.

        • Settings: Select this option to send users a welcome message.

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

          • Optionally, select or deselect the required service plans.

      • Membership type: From the drop-down list, select the membership type. Select from Assigned or Dynamic User.

        • For Dynamic user, build the Dynamic Rule as required:

          Notes:

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

          • Select the trash can 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.

    • Purpose Type: Select Policy.

    • Name Template: Enter a name for the 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. Select Next, and on the Duplicates Resolution tab, select how to handle duplicate groups.

  6. Once you have entered all the 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 from the following:

    • Classic UI: Select Add new group template.

    • New UI: Select 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. Select either Security Group or Microsoft 365 Group.

      • For Security Group, enter the following information:

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

          • Optionally, select or deselect the required service plans.

        • Membership Type: From the drop-down list, select the membership type.

      • For Microsoft 365 Group, enter the following information:

        • Email Address: Enter the local part of the email address.

        • Settings: Select this option to send users a welcome message.

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

          • Optionally, select or deselect the required service plans.

        • Membership type: From the drop-down list, select the membership type. Select from Assigned or Dynamic User.

    • For Dynamic user or Dynamic device, build the dynamic rule, as required.

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

    • Purpose Type: Select License.

    • Name Template: Enter a name for the 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. Select Next, and on the Duplicates Resolution tab, select how to handle duplicate groups.

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

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. Select from the following options:

    • Classic UI: 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.

    • New UI: Select the icon or the more options menu to perform any of the following:

      • To view a group template, select the view icon.

      • To edit a group template, select the pencil icon.

      • Delete: Delete the group template.

      • Assignments: View the customer assignments.

      • Status: View the status of the customer assignments.

        Note: The icon denotes a predefined group template that cannot be edited.

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