Create dynamic groups to organize your devices based on their technical parameters. Unlike folders, which let you manually assign a device to a single location with one set of rules, dynamic groups are defined by filter conditions and membership is updated automatically. It means you can add a device to multiple groups at once, each carrying its own Threshold and IT automation profiles, so you can act on/treat all its different properties simultaneously. 

Why use dynamic groups?

• No manual membership upkeep: Devices join or leave a group automatically as their properties change, no manual reassignment needed. 

  E.g. A newly provisioned laptop matching a "Windows 11" group is covered the moment it comes online.

• Layered monitoring: A device can belong to multiple groups at once, each with its own Threshold profile. 

  E.g. A workstation can hold a strict memory profile from one group and a standard baseline from another simultaneously.

• Live automation targeting: IT automation profiles read group membership at execution time, not at assignment. 

  E.g. A remediation group targeting "Windows 11 build N" automatically picks up any device that matches by the time the profile runs. or E.g. A device that upgrades its OS build is picked up by the next automation run without requiring any manual step.

• Custom grouping conditions: Agent and customer custom fields become filter conditions, letting you group by attributes Atera doesn't expose natively. 

  E.g. A "Compliance state" field updated by a script becomes a live group that a remediation profile targets automatically.

add a 'Before you begin' section?

Static folders vs. Dynamic groups

Folders and dynamic groups complement each other rather than replace one another. Folders are useful for stable administrative/hierarchical structure, and dynamic groups take over where device properties define the target. Use them together for the most flexibility. 

Create a Dynamic group

Build a group from the Devices page by filtering your device list and saving the filtered view as a named group. The filter conditions you add will become the group's live definition.

Note: 

• A group can include agentless devices (SNMP, HTTP, TCP, and Generic), but Threshold and IT automation profiles will only apply to devices with an agent installed.
• A group is only as accurate as the field behind it. For example, custom field-based groups depend on those fields being kept current.
• The following filters are not supported and will prevent you from saving a view as a group if applied: SNMP type, Availability, Last seen, Last reboot, Available patch, Installed patch, Patch classification (Available patch class), Patch Status (OS patching status or Software patching status), Installed software, Software version (Office version), Work from home, Software publisher, Patch compliance status, Software compliance status, Missing patch classification, Available, Postponed, Failed.

To create a dynamic group: 

1. From your navigation panel, go to the Devices page and click Filters.

2. Select the filters you want to group your devices by.

3. (Optional) Click Advanced filters to add more filters. Then click Apply.

Note: Conditions combine with AND/OR logic, letting you build precise, reusable groups.

• For example: OS version = Windows 11 AND (Memory = 16 GB OR Memory = 32 GB). 
• For example: Antivirus = disabled AND (OS version = Windows 10 OR OS version = Windows 11). 
• For example: OS build = [N] AND (Free space < 10 GB OR Battery health = Poor).

5. Click the Save button next to the Default view dropdown. 

6. Switch the toggle to Group and enter a name for your group in the Group name field. Then click Save.

Your group appears in the Default view dropdown.