Entities and Groups are terms used in the Webroot Management console.
 
When a Site is created, the system automatically creates a group called the Default Group. Devices and IPs (or entities) are assigned to the Default Group as they check-in. Admins can create new groups in the Webroot Management console under Entities tab > Sites & Groups list to organize entities as needed. Once a group has been created, it is a simple process to move devices and IPs.
 
Tip: To be able to modify the Sites & Groups list, the admin user must be setup in the Webroot Management console with the Account Type Super Admin.
 
+Creating Groups
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Entities.
     
  3. Locate the Sites & Groups list in the left part of the screen and click the Site that you want to add a Group to.
     
  4. Click the plus at the top of the Sites & Groups list to open the Create Group window.
     
  5. In the Create Group window, provide:
    • Name - name for the Group
    • Description - description for the Group
    • Endpoint Policy drop-down menu - select an endpoint policy for this Group to use. Devices moved into this Group will be assigned this policy.
      • Choosing Inherit policy from group / site will result in the Group using the default endpoint policy assigned to the group / site
    • DNS Policy drop-down menu - select a DNS Protection policy for this Group to use. Devices moved into this Group will be assigned this policy.
      • Choosing Inherit policy from group / site will result in the Group using the default DNS Protection policy assigned to the group / site.
        ​
  6. Click Create Group to complete the process.
 
+Editing Groups
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Entities.
     
  3. Locate the Sites & Groups list in the left part of the screen and click the Site that contains the Group to edit.
     
  4. Click the icon shaped like a document with a pen at the top of the Sites & Groups list to open the Edit Group window.
    • Hovering your cursor over the icon will display Edit Group.
       
  5. In the Edit Group window, make the desired changes to:
    • Name - name for the Group
    • Description - description for the Group
    • Endpoint Policy drop-down menu - select an endpoint policy for this Group to use. Devices moved into this Group will be assigned this policy.
      • Choosing Inherit policy from group / site will result in the Group using the default endpoint policy assigned to the group / site
    • DNS Policy drop-down menu - select a DNS Protection policy for this Group to use. Devices moved into this Group will be assigned this policy.
      • Choosing Inherit policy from group / site will result in the Group using the default DNS Protection policy assigned to the group / site.
        ​
  6. Click Edit Group to complete the changes.

+Viewing Entities (Devices and IPs)
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Entities.
     
  3. The Entities page displays:
    • The Sites & Groups list on the left side.
    • The complete list of devices and IPs under management on the right side.
       
  4. The Sites & Groups list displays a list of all Sites and their Groups.
    • Click the caret next to a Site to see that a list of that Site's Groups.
    • Click the Site name to display that Site's devices and IPs in the right panel.
      ​
  5. To see detailed information for a device, click the device to open the device detail page. The device detail page contains tabs that convey additional information.
    • Summary tab - Status, Keycode, Policy information, Operating System, Network information, # of Threats Detected and URLs blocked, Agent Version, plus more
    • Threats Detected tab - File Threats and Evasion Shield Script detections
    • Web Threat Shield Blocks tab - Blocked URL, Category, Reputation, User Action, Date and Actions
    • Scan History tab - Scan Result, Scan Date, Scan History
 
+Moving Entities (Devices and IPs) to Groups
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Entities.
     
  3. Locate the Sites & Groups list in the left part of the screen, expand the Site and click the Group that contains the devices to move.
     
  4. Check the boxes for the devices to move, then click Move at the top of the screen to open the Move Entities window.
     
  5. In the Move Entities window:
    • Use the Move to the following Group drop-down menu to select the Group to move the devices to.
    • Use the Policy Management radio buttons to select one of these options for how to treat the policies currently assigned to the devices being moved into the Group:
      • Automatically inherit the new Group Policy
      • Move with the current policy unchanged

+Using the Entities page to issue Agent Commands
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Entities.
     
  3. In the Sites & Groups list, find and click the Site name that contains the devices to send Agent Commands to.
     
  4. Check the boxes for the devices, then click the Agent Commands drop-down menu at the top of the screen.
     
  5. Select the Agent Command to send, which opens a new window.
     
  6. Some Agent Commands require additional information. Enter any requested information then click the Agent Command in the bottom part of the window to send it to the selected devices.
     
  7. The system will briefly display a Success message.
     
  8. Agent Commands are received and processed during the polling interval assigned to the policy for that device. For information on forcing a device to check-in, click here.

+Using the Entities page to change policies
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Entities.
     
  3. In the Sites & Groups list, find and click the Site name that contains the devices you want to modify.
     
  4. Check the boxes for the devices, then click Change Policy at the top of the screen to open the Change Policy window.
     
  5. In the Change Policy window, use the Endpoint Policy and DNS Policy drop-down menus to select the new policies. 
     
  6. Click Change Policy to update the device's policies.
     
  7. Policy changes are received and processed during the polling interval assigned to the policy for that device. For information on forcing a device to check-in, click here.


If you need additional assistance with Entities or Groups, please contact Support.
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