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Devices brings together manual inventory records and equipment imported from connected tools such as your RMM. Use it to find a device, read what is reported for it, check warranty dates, and keep supported fields up to date. Company users see the devices their role and company allow. MSP staff can also manage devices, review duplicates, and import equipment.

Choose a task

Find and export devices

Search inventory, use the warranty shortcuts, choose columns, and export matching records.

Understand device details

Read hardware, security, network, warranty, and integration information.

Add and edit records

Add manual inventory, update fields, and delete records.

Networks and configurations

Read Domotz site information and IT Glue configurations that are not linked to a device.

Track installed software (MSP)

Find software that needs attention and update several products at once.

Find an approximate IP location

Check a device’s reported external IP and its approximate internet exit point.

Import devices (MSP)

Review source mappings and bring equipment into the inventory.

Before you start

  • Click Devices in the sidebar. If it is missing, ask your MSP to check that the module is on and that your role includes it.
  • Viewing, adding, editing, and deleting are separate. Add Device needs Write or Manage access to Devices. Editing and deleting need Manage access.
  • Use the company selector in the header to narrow the list to one company.

The tabs on the Devices page

If none of the optional tabs apply, the page shows only the inventory.
Company users do not see Software. A device’s Software tab appears only after installed inventory is confirmed. See review installed software.

Check a device

1

Open Devices

Click Devices in the sidebar.
2

Find the device

Use the column filters or the summary cards. See Find and export devices.
3

Click the device Name

The panel opens on Overview. Tabs such as Edit, Cork, Liongard, Backup, and IT Glue appear when they apply. See Understand device details.
4

Check where the information came from

Look at the timestamps and the source. A blank value does not mean the device is healthy, covered by warranty, or free of security problems.
Some fields are controlled by the tool that imported the device. Editing them in MSPortal does not change the external tool or the physical computer. After you save, reopen the record and check the result.

Use actions on several devices (MSP staff)

1

Select devices

Check the boxes at the left of the rows. Checkboxes appear only if you have manage access to Devices.
2

Open the Actions menu

It appears above the table and shows the selected count. Check the count before you continue.
3

Choose an action

The menu can include Bulk Update, Add to Planner, Add to Meeting, Merge Selected, and Delete Selected. When all selected devices are Meraki devices it also offers Refresh Meraki Status. Merge Selected is for MSP staff only.
A single device has the same kind of actions in its row menu: Edit (or View Details without manage access), Add to Planner, Add to Meeting, and Delete. Planner and meeting actions also need access to those modules. Deleting a device removes the portal record, not the computer or its agent.

Warranty

The Warranty End column and the summary cards use the warranty dates on the record. A device with no dates has no warranty status. Use Add to Planner on a device to create a task for a renewal. See Planner. MSPortal checks warranty dates with the manufacturer where it can. An amber warning icon beside a warranty date means MSPortal couldn’t confirm that warranty with the manufacturer, so the dates come from a connected tool or were entered by hand. Hover over the icon to see which manufacturer. Check the dates on the manufacturer’s site before you rely on them for a renewal.
HPE and Hewlett Packard Enterprise devices have a Warranty History tab for users with device-read access. After a successful lookup returns coverage, it shows the full history grouped by agreement, including individual service dates and statuses. See Review HPE warranty history.

Custom fields

An MSP admin can add custom fields for devices in Settings > Customization > Fields by choosing the Device type. They then appear in the device’s Edit tab.

Troubleshooting

Frequently asked questions

Yes, when their role and company allow it. Editing and deleting are controlled separately.
Open the device and use the Edit tab if you have it. Follow Add and edit device records.
Use the Location column filter. In Networks, the Devices online count opens the inventory for the linked site.
No. It shows what manual records and connected tools have reported, as of their last sync.
No. Merging is for MSP staff with manage access to Devices.
No. Integration setup is separate. Ask your provider to review mappings, imports, or sync.