Managing Cross-Tenant Collections

Cross-tenant collections are a means of granting users access to a set of devices in a highly configurable manner. They can contain individual devices, groups and even entire tenants.

In the context of Insights, if a collection contains one or more tenants, any users assigned to that collection will have access to Insights data for those tenants (assuming their user role is granted permissions to access Insights).

Add a new Cross Tenant Collection

  1. Click "Options"
  2. Click "Cross Tenant Collections"
  3. Click "+"
  4. Enter a name for the collection in the "Collection Name" text box
  5. Select a tenant in which the collection will reside from the "Tenant" drop-down list
  6. Click "OK"
  7. Drag and drop the relevant devices into the middle of the window to add them to the collection
  8. Groups of devices may be added to the collection by clicking on the "Groups" tab
  9. All devices in a tenant may be added to the collection by clicking on the "Tenants" tab. You can optionally check the "Include Subtenants" option to add all existing and future subtenants of this tenant to the collection.
  10. Click "Save"

Assigning users to a Cross Tenant Collection

  1. After creating the collection and adding devices, click "Assign Users to Collection"
  2. Drag and drop the relevant users into the middle of the window to add them to the collection
  3. Click "Save"

Edit a collection

  1. Click "Options"
  2. Click "Cross Tenant Collections"
  3. Click on the name of the collection you wish to edit

To change the collection’s name:

  1. Click "Rename"
  2. Amend the name in the "Collection Name" text box
  3. Click "OK"

Delete a collection

  1. Click "Options"
  2. Click "Cross Tenant Collections"
  3. Click on the name of the collection you wish to edit
  4. Click "Delete"
  5. Click "Yes, Delete"

Determining collection membership for a device

You can view which collections a device belongs to via the "View Assigned Group and Collections" screen

  1. Click "Devices"
  2. Click on the name of the device
  3. Click "Configure"
  4. Click "View Assigned Group and Collections"