Company Administration - Create and Manage Access Groups

Access Groups enable improved security. They provide additional control for Company Administrators on locations and assets that are visible to other employees of their organization for use online. For example, an Access Group can be applied to restrict visibility to a subset of a company's total assets and locations while the user is creating and managing a service request, using applications like Live Chat, MyService360, CloudIQ, and/or accessing a serialized product page.

Company Administrators retain visibility to all locations and assets and cannot be associated to an Access Group.

Access Groups consists of the following:

• Specific locations

• Specific product families

• Combination of specific locations and specific product families

• Specific assets

Groups of users are mapped to an Access Group by a Company Administrator who determines what locations and assets the associated business users can view.

To get started, you must first create Access Groups, which can then be applied to users. The required instructions are provided in the following sections.

There are two build flows an Administrator can leverage:

1. Automatic – The access group is created using either locations, product families, or a combination of the two. Any additional products appearing in the ecosystem matching the Access Group build would automatically be included after the group is built.

2. Manual – The access group is created by selecting specific products from the ecosystem. The asset visibility will remain the same unless manually changed. The

The Access Group functionality is available only to the Company Administrators.

Figure 1: Person Icon Manage Company

 

Figure 2: Users module

 

Create an Access Group of Specific Products

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. Select Create Access Group.

Figure 3: Users Create Access Group

 

5. Select Create Access Group in the Manual tile.

Figure 4: Create Manual Group

 

6. Enter a name (required) and description (optional) for the access group.

7. From sub-tabs you can select the method wanted to find your products.

Figure 5: Create Manual Group Location Products Option

 

8. If searching by product, enter the serial number or service tag you want to add into the Product search box (minimum of five characters required) and click enter, or click the magnifying glass button to complete the search.

Figure 6: Create Manual Group Enter Products

 

9. From the search results, selecting the checkboxes beside the products will add them to the group build and appear in the Products expandable section above the search area.

Figure 7: Create Manual Group Selection Overview

 

10. If finding products by location, use the Location sub-tab, and click a location from the list of available locations to see the available products for that location in the pane to the right.

11. Selecting the checkboxes beside the products will add them to the group build and appear in the Products expandable section above the search area.

12. When finished selecting products for the access group, expand the Products section to review the products that have been added during the build.

13. Click Save found at the bottom of the build drawer. The access group is created, and the View Access Groups page is displayed.

Create an Access Group with Product Families

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. Select Create Access Group.

5. Select Create Access Group in the Automatic tile.

Figure 8: Create Dynamic Product Family Option

 

6. Enter a name (required) and description (optional) for the group.

7. Click on the Product Family sub-tab.

Figure 9: Create Dynamic Product Family Selection Overview

 

8. From the list of available product families, select the checkboxes beside one or more product families you want to add. The filter option can be used to narrow the list by entering a product family name or partial name and click enter.

   Selecting the checkboxes beside any product families will add them to the group build and appear in the Location | Product Family expandable section above the search area.

9. When finished selecting product families for the access group, expand the Location | Product Family section to review the product families that have been added during the build.

10. Click Save found at the bottom of the build drawer. The access group is created, and the View Access Groups page is displayed.

Create an Access Group with Both Location and Product Families

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. Select Create Access Group.

5. Select Create Access Group in the Automatic tile.

Figure 10: Create Dynamic Product Family Options

 

6. Enter a name (required) and description (optional) for the group.

7. From the Location sub-tab, select the checkboxes beside the location{s} you want to add. The filter option can be used to narrow the list by entering a location name, address, or Location ID (minimum four characters) and click enter.

   Selecting the checkboxes beside any locations will add them to the group build and appear in the Location | Product Family expandable section above the search area.

Figure 11: Create Dynamic Combo Family

 

8. Click on the Product Family sub-tab.

9. From the list of available product families, select the checkboxes beside one or more product families you want to add. The filter option can be used to narrow the list by entering a product family name or partial name and click enter.

   Selecting the checkboxes beside any product families will add them to the group build and appear in the Location | Product Family expandable section above the search area.

10. When finished selecting locations and product families for the access group, expand the Location | Product Family section to review records that have been added during the build.

11. Click Save found at the bottom of the build drawer. The access group is created, and the View Access Groups page is displayed.

Create Location Access Group

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. Select Create Access Group.

5. Select Create Access Group in the Automatic tile.

6. Enter a name (required) and description (optional) for the site group.

7. From the Location sub-tab, select the checkboxes beside the location{s} you want to add. The filter option can be used to narrow the list by entering a location name, address, or Location ID (minimum four characters) and click enter.

Selecting the checkboxes beside any locations will add them to the group build and appear in the Location | Product Family expandable section above the search area.

Figure 12: Create Dynamic Location Group

 

1. When finished selecting locations for the access group, expand the Location | Product Family section to review records that have been added during the build.

2. Click Save found at the bottom of the build drawer. The access group is created, and the View Access Groups page is displayed.

Edit Product Access Group

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab. 

4. Click on a group name from the Access Group column which has a group Type of Product.

Figure 13: Edit Product Group

 

1. Click Edit.

2. To edit the name or description of the group, enter the new names in the Name and Description boxes.

3. To add products to the groups, select the method by which you want to find your products by choosing either the Location or Product sub-tab.

1. If searching by product, enter the serial number or service tag you want to add into the Product search box (minimum of five characters required) and click enter, or click the magnifying glass button to complete the search.

Figure 14: Edit Product Group Add Products

 

1. From the search results, selecting the checkboxes beside the products will add them to the group build and appear in the Products expandable section above the search area.

Figure 15: Edit Product Group Product List

 

1. If finding products by location, use the Location sub-tab, and click a location from the list of available locations to see the available products for that location in the pane to the right.

2. Selecting the checkboxes beside the products will add them to the group build and appear in the Products expandable section above the search area.

Figure 16: Edit Product Group Selection Overview

 

1. To remove products from the group , perform the following:

2. Expand the Products module under Selection Overview to display the products currently associated with the group.

Figure 17: Edit Product Group Remove Assets

 

1. Select the checkbox beside any products that you want to remove. You can use the search field to find specific products.

2. Click Remove.

3. Once all edits are complete, click Save Changes. The product group is updated, and a success message is displayed.

Edit Location Access Group

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab. 

4. Click on a group name from the Access Group column which has a group Type of Locations.

5. Click Edit.

6. To edit the name or description of the group, enter the new names in the Name and Description boxes.

7. From the Location sub-tab, select the checkboxes beside the location{s} you want to add. The filter option can be used to narrow the list by entering a location name, address, or Location ID (minimum four characters) and click enter.

Selecting the checkboxes beside any locations will add them to the group build and appear in the Location | Product Family expandable section above the search area.

1. To remove locations from the group , perform the following:

2. You can deselect any locations from the Location | Product Family expandable section above the search area.

Figure 18: Edit Location Group Remove

 

Click on the ' circle with minus ' icon beside each location that you want to remove.

Alternatively, from the Location sub-tab, deselect the checkboxes beside any location{s} you want to remove. The filter option can be used to narrow the list by entering a location name, address, or Location ID (minimum four characters) and click enter.

Deselecting the checkboxes beside any locations will remove them from the group build and remove them from the Location | Product Family expandable section above the search area.

1. Once all edits are complete, click Save Changes. The access group is updated, and you are taken to the View Access Groups screen.

Edit Access Group with Product Families

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab. 

4. Click on a group name from the Access Group column which has a group Type of Product Families.

5. Click Edit.

6. To edit the name or description of the group, enter the new names in the Name and Description boxes.

7. Click on the Product Family sub-tab.

8. From the list of available product families, select the checkboxes beside one or more product families you want to add. The filter option can be used to narrow the list by entering a product family name or partial name and click enter.

Selecting the checkboxes beside any product families will add them to the group build and appear in the Location | Product Family expandable section above the search area.

1. To remove product families from the group, you can deselect any product families from the Location | Product Family expandable section above the search area (you may need to collapse and re-expand the module to get the removal icons).

Figure 19: Edit Family Group Remove

 

Click on the ' circle with minus ' icon beside each product family that you want to remove.

Alternatively, from the Product Family sub-tab, deselect the checkboxes beside any product family you want to remove. The filter option can be used to narrow the list by entering a product family name or partial name and click enter.

Deselecting the checkboxes beside any product families will remove them from the group build and remove them from the Location | Product Family expandable section above the search area.

1. Once all edits are complete, click Save Changes. The access group is updated, and you are taken to the View Access Groups screen.

Edit Access Group with Locations and Product Families

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab. 

4. Click on a group name from the Access Group column which has a group Type of Locations, Product Families.

5. Click Edit.

6. To edit the name or description of the group, enter the new names in the Name and Description boxes.

7. From the Location sub-tab, select the checkboxes beside the location{s} you want to add. The filter option can be used to narrow the list by entering a location name, address, or Location ID (minimum four characters) and click enter.

Selecting the checkboxes beside any locations will add them to the group build and appear in the Location | Product Family expandable section above the search area.

1. To add product families click on the Product Family sub-tab.

From the list of available product families, select the checkboxes beside one or more product families you want to add. The filter option can be used to narrow the list by entering a product family name or partial name and click enter.

Selecting the checkboxes beside any product families will add them to the group build and appear in the Location | Product Family expandable section above the search area.

1. To remove product families from the group, you can deselect any product families from the Location | Product Family expandable section above the search area (you may need to collapse and re-expand the module to get the removal icons).

Figure 20: Edit Combo Group Remove

 

Click on the ' circle with minus ' icon beside each location or product family that you want to remove.

Alternatively, from either the Location or Product Family sub-tab, deselect the checkboxes beside any location or product family you want to remove. The filter option can be used to narrow the list by entering varying search criteria and clicking enter.

Deselecting the checkboxes beside any location or product families will remove them from the group build and remove them from the Location | Product Family expandable section above the search area.

1. Once all edits are complete, click Save Changes. The access group is updated, and you are taken to the View Access Groups screen.

Download Access Group Data

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. To download information about all the access groups in your account, perform the following:

   • Click  Download.

    

Figure 21: Access Group Download

 

•  

  • Name the.csv file and click Save. The following information is downloaded:

    1. Group Name

    2. Description

    3. Type (Products, Locations, Product Families, or Locations , Product Families)

    4. Modified Date  

     

   

Show Access Group History

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. Click  View History.

Figure 22: Access Group View History

 

1. The history of your access groups is displayed with the following information:

   • User (details of the Administrator that made the change)

   • Event (description of what you created, modified, or deleted)         

   • Date (date and time the change was made)

    

 

Apply Access Groups to a User (user association)

 

Once an Access Group is created, users can then be associated to the appropriate Access Group. Applying an access group defines a user’s access to your company’s locations and products. Users not assigned to an access group can access all locations with visibility set to open. 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. Click on the Name of the user you wish to assign an access group to. This will open the User Details drawer.

In the drawer, activate the Access Group drop-down and select the group you would like to assign. 

Figure 23: Access Group Assignment

 

Click Save at the bottom of the drawer to save the change.

1. A confirmation message appears and changes should be reflected in the grid. 

1. To apply a single Access Group to multiple users, first select the multiple applicable checkboxes from the user list.

Figure 24: Access Group Multi Assignment Product List

 

1. Click the Assign button.

2. When the assignment drawer opens, select an Access Group to assign from the drop-down list.

Take note of the messaging in the drawer which shows summaries of the users impacted.

Figure 25: Access Group Multi Assignment

 

1. Click the Assign button. A confirmation message is displayed and the changes should be reflected in the grid.

Create an “empty” Access Group with no locations or product

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu  and select  Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. Click Create Access Group.

5. Select either Automatic or Manual style of group and click the related

Create Access Group ->.

1. Enter a name (required) and description (optional) for the access group.

2. Without choosing a location, product family or product , click Save. The empty group is created, and the View Access Groups page is displayed.

Clone an existing Access Group

 

1. Log in to Dell Support Site. 

2. From the top-right corner, click the person icon menu and select Manage Company Information. The Company Information Registration Settings module should be displayed.

3. Select the Users module and then the Access Groups sub-tab.

4. Click on a group name from the Access Group column.

5. Click Clone.

6. Enter a unique name (required) and description (optional) for the access group.

7. Click Clone.

8. You will see a creation successful message. Click Close, and the View Access Groups page is displayed reflecting the new group. You can then select the group and edit if necessary.

Invite User

 

The Invite User option allows you to send an invitation to create a Dell online account to a new user in your organization. This streamlines their registration process. For companies that have chosen the Restricted company profile type, all users must be set up by using the Invite User feature; they cannot directly register for access.

1. The Invite User feature has moved solely to the Registration Settings module of Company information.

See the Administrator Roles and Company Registration Settings article for guidance on the Invite User feature.

 

 

Online Support help options

Need help? Get started from the Online Support links below. If applicable, please contact your Service Account Manager or Customer Success Manager.

Topics	Help Links Tip: Be sure to sign in to the Online Support site to view all available support options.
Get Technical Support for your products.	Contact Technical Support
Enterprise Online Account assistance View and manage company information, contacts, and service requests.	Administrative Support Sign in before triggering the link above. Select Enterprise Online Account Help Open Tell us more menu & select the appropriate option
Asset / Install Base management. Product registrations Site/location transfers Asset and Install Base management.	Administrative Support Select More Support & Solutions Open Tell us more menu & select Product Registration & Transfer option