Key Features
Device Inventory
Maintain a comprehensive list of all devices with key information like manufacturer, model, serial number, and IP address.
Warranty Tracking
Track warranty start and end dates with automatic status indicators for expired warranties.
Integration Sync
Automatically sync devices from Syncro, Asio, and Cisco Meraki integrations.
Custom Fields
Add custom fields to track additional device information specific to your needs.
Getting Started
Prerequisites
- Access to the Devices module (requires appropriate permissions)
- Optional: Integration with Syncro, Asio, or Meraki for automatic device sync
Accessing Devices
- Click Devices in the sidebar under Operations
- The device list displays all devices across your managed companies
- Use the company selector in the header to filter by specific company
Working with Devices
Viewing the Device List
The device list displays the following information:| Column | Description |
|---|---|
| Name | Device hostname or friendly name |
| Company | The company the device belongs to |
| Device Type | Category (Workstation, Server, Appliance, etc.) |
| Manufacturer | Device manufacturer (Lenovo, Dell, Cisco, etc.) |
| Model | Device model number |
| Integration | Source of the device (Manual, Syncro, Asio, Meraki) |
| IP Address | Current IP address |
| Serial Number | Device serial number |
| Warranty End | Warranty expiration date with status indicator |
Filtering and Sorting
You can filter the device list using the filter controls in each column header:- Name, Company, Model, IP Address, Serial Number: Type to search
- Device Type, Manufacturer, Integration: Select from dropdown options
- Warranty End: Filter by date range
Adding a Device
1
Click Add Device
Click the Add Device button in the top-right corner.
2
Enter Device Information
Fill in the device details:
- Name (required): Device hostname or friendly name
- Device Type: Select the category
- Manufacturer: Choose from the list or search
- Company: Select the owning company
- Location: Optionally assign to a company location
- OS: Operating system
- IP Address: Current IP address
- MAC Address: Network interface MAC
- Serial Number: Device serial number
- Warranty Start/End: Warranty coverage dates
- Status: Current device status
- Auto Apply Groups: Enable automatic group assignment
3
Save the Device
Click Add Device to save.
Editing a Device
1
Open the Device
Click on a device name in the list to open the edit panel.
2
Update Information
Modify any of the device fields. The edit panel shows:
- Device Details: Basic information like name, type, manufacturer
- Warranty: Start/end dates with active/expired status badge
- Custom Fields: Any custom fields configured for devices
3
Save Changes
Click Update Device to save your changes.
Device Actions
Click the three-dot menu at the end of any device row to access actions:
- Edit: Open the device edit panel
- Add to Planner: Schedule warranty renewals or maintenance tasks
- Add to Meeting: Include device in a client meeting agenda
- Delete: Remove the device from inventory
Devices synced from integrations (Syncro, Asio, Meraki) may have limited editing options for fields that are automatically synchronized.
Bulk Actions
Select multiple devices using the checkboxes to perform bulk operations:- Check the boxes next to devices you want to select
- A bulk actions menu appears in the header
- Available bulk actions include:
- Add to Planner: Schedule multiple devices for review
- Add to Meeting: Add multiple devices to a meeting agenda
- Delete: Remove multiple devices
Integration Sources
Devices can come from multiple sources:| Source | Description |
|---|---|
| Manual | Devices added directly through the MSPortal interface |
| Syncro | Devices synced from Syncro RMM integration |
| Asio | Devices synced from Asio network discovery |
| Meraki | Devices synced from Cisco Meraki dashboard |
Meraki Devices
Devices imported from Cisco Meraki have special features:- Meraki badge: Indicated in the device type column
- Read-only synced fields: Name, model, manufacturer, serial number, and other fields sync automatically
- Additional actions:
- Open in Meraki: Jump directly to the device in Meraki dashboard
- Refresh Status: Manually refresh device status from Meraki
- Meraki Information section: View network name, WAN IPs, tags, and other Meraki-specific metadata
Warranty Management
The Devices module helps you track warranty coverage:- Active Warranty: Green “Active” badge when warranty end date is in the future
- Expired Warranty: Red “Expired” badge when warranty has passed
- No Warranty: No badge shown if warranty dates aren’t set
Planning Warranty Renewals
Use the Add to Planner action to create tasks for upcoming warranty renewals:- Click the device’s action menu
- Select Add to Planner
- The planner will automatically suggest a due date based on the warranty end date (default: 30 days before expiration)
- Customize the task details and save
Custom Fields
Add custom fields to track additional device information:- Navigate to Settings > Custom Fields
- Create fields for the “Device” entity type
- Custom fields appear in the edit panel under “Custom Fields”
- Purchase Date
- End of Life Date
- Asset Tag
- Physical Location
- Support Contract Number
Best Practices
Regular Inventory Reviews
Regular Inventory Reviews
Schedule quarterly reviews of your device inventory to ensure accuracy. Use the company filter to review one client at a time.
Warranty Tracking
Warranty Tracking
Keep warranty dates updated and use the Planner integration to create renewal reminders 30-60 days before expiration.
Integration Setup
Integration Setup
Configure Syncro, Asio, or Meraki integrations to automatically populate device data and reduce manual entry.
Custom Fields for Compliance
Custom Fields for Compliance
Use custom fields to track compliance-related information like purchase date, depreciation schedule, or disposal requirements.