Critical information:
Status
- Early Access (EA): Fully released and available to all customers with access to the Users page.
Availability
- Plans: All Plans
- Rollout schedule: Immediate
- Go-live date: 3/10/2026
- Rollout phases: N/A
- Legacy plan handling: N/A
- Beta/EA limitations: N/A
Requirements
- Permissions: Admin role required to manage user groups
- Technical prerequisites: None
- Implementation timeline: Automatic upon release, no action required
What's new:
Feature description
User-agent group management now automatically assigns all agents belonging to a user to the same group when any agent is assigned to a group. When an agent is reassigned to a new user, it retains its existing group memberships, which are then applied to the new user. Furthermore, any other agents already associated with that user will inherit these new group memberships. This enhancement ensures consistency in how user agents are organized, eliminates scenarios where a single user's agents could be assigned to different groups, and preserves group membership assignments. Note that a user may belong to multiple groups.
Key capabilities
- Automatic group assignment: When you assign any agent to a group, all agents for that user are automatically added to the same group
- Preserving group membership on Agent reassignment: When an agent is reassigned to a new user, the agent's group memberships are preserved and applied to the new user. All other agents associated with that user will also inherit these new group memberships.
- Consistency enforcement: Eliminates the possibility of a single user having agents in different groups
- Report alignment: Group assignments now match existing report behavior, which already treats agent data at the user level
- Simplified management: Reduces administrative overhead and potential confusion around agent group assignments
- Reversible changes: User group assignments can be modified at any time if organizational needs change
Use cases
Organizations with users who have multiple agents (for example, users with both laptop and desktop installations) can now manage group assignments more efficiently. IT administrators will have clearer visibility into group membership without needing to verify that all of a user's agents are correctly assigned.
Target audience
- Primary personas: IT Administrators, System Administrators.
- Fit indicators: Organizations with users who have multiple agents installed, teams managing user groups for reporting or organizational structure
Additional information:
Migration notes
- What's changing: System behavior when assigning agents to groups now affects all agents belonging to the user
- Action required: No - This change is automatic and requires no customer action
- Deadline: N/A
Support contacts
- General support: https://www.activtrak.com/support/
- Feature-specific support: Contact your Customer Success team for questions about group management