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Use the Devices inventory to record equipment and keep its details current. This guide is for people with write or manage access to Devices. Adding a record does not install an agent, find hardware, or connect the device to an RMM.

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Before you start

  • Add Device needs Write or Manage access to Devices. Without either, the button is disabled. The Edit tab, and editing a device, need Manage access. Your MSP sets this.
  • Adding, editing, and deleting also need an active MSPortal subscription.
  • Search the inventory first. A connected tool may have already imported the device.

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Add a manual device

1

Check for an existing record

In Devices, filter by Name or Serial Number.
2

Click Add Device

The button is at the top right of the page. A panel opens.
3

Enter the Name

Name is required.
4

Choose the Company

Company is required. Check it even when you opened the form from a filtered list. Then choose a Location for that company if it fits.
5

Fill in what you know

Choose Device Type and Manufacturer. Add OS, IP Address, MAC Address, Serial Number, Warranty Start, and Warranty End. Leave unknown fields empty.
6

Check Status and Auto Apply Groups

Status is a text field. Auto Apply Groups is a switch. Use them the way your MSP uses them. They do not change the physical device.
7

Click Add Device in the footer

A message confirms “Device created successfully.” Find the record in the company’s inventory and open it to check the values. Click Cancel to close the panel without saving.

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Edit a device

1

Open the device

Click the device Name. You can also open the row menu and choose Edit.
2

Click the Edit tab

Wait for the current values and custom fields to load.
3

Change the fields

Update what you need. When you move a device, change Company and Location together. Fill in any custom fields your MSP marked as required.
4

Click Update Device

Nothing saves until you click it. Watch for a success or error message, then reopen the device to check the saved values.
Manual device Edit tab showing the saved serial number, company, and Update Device button

The Edit tab after saving and reopening an example device. Blank fields have no recorded value.

Cancel discards your changes and returns to Overview. If you close the panel with unsaved changes, MSPortal asks “Discard your unsaved changes to this device?” Device fields and custom fields save separately. If an error appears, reopen the device and check both before you try again.

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Set a purchase date

Purchase Date is on the device’s Edit tab. Connected tools fill it in where they have one: ConnectWise PSA, Autotask, Halo PSA, IT Glue, ConnectWise RMM, and Apple and Dell warranty lookups.
1

Open the Edit tab

Open the device and click Edit.
2

Pick the date

Choose a date in Purchase Date.
3

Click Update Device

The Overview then shows the date with Entered manually.
A date you save here is kept when syncs run. Clear the field and save to use the date from your PSA or IT Glue again. Device Age counts from the purchase date, or from Warranty Start when no purchase date is recorded. In a device import file, a purchase_date value is saved as a manual date, and a blank cell leaves the stored date unchanged.

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Edit a device that came from an integration

Synced devices take their details from the connected tool.
  • Meraki devices show some fields as read-only (“Some fields synced from Meraki”). You can still change warranty dates, company, location, and custom fields.
  • A field the connected tool controls can be replaced at the next sync.
  • A Purchase Date you enter is kept across syncs.
  • Update Device changes the portal record. It does not change the physical computer or write the change back to your RMM or PSA.
For a correction in a source-controlled field, ask your MSP to fix it in the connected tool or its import settings.

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Delete a device record

1

Open the row menu

Click the actions button at the end of the device’s row.
2

Choose Delete

This needs manage access to Devices.
3

Confirm

Check the name in the Delete Device dialog, then click Delete.
To delete several devices, check their rows and choose Delete Selected from the Actions menu. The dialog says a device synced from an integration is not imported again on the next sync, and that this cannot be undone. Deleting removes the portal record only. It does not wipe the computer or remove an agent.

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Troubleshooting

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Frequently asked questions

No. It only creates an inventory record. Your MSP sets up agents and integrations elsewhere.
The form has its own company field. Check it so the record lands in the right company.
No. Click Add Device for a new record or Update Device on the Edit tab.
No. It removes the portal record. Wiping a device or removing an agent is done in your RMM.