For Company users and MSP staff with access to Devices. Your permissions and company scope determine the records you can see. The MSP manages Company access; seeing inventory does not automatically grant editing or deletion rights.
Find a device
1
Open the inventory
Select Devices in the sidebar. If several tabs are available, choose Devices.
2
Check the company scope
Confirm the selected company or companies. Company users see their permitted scope; MSP staff may be working across several companies.
3
Narrow the list
Use the table’s column filters for a device name, type, manufacturer, model, serial number, location, or another available field. Wait for the matching results to load. Use one identifying text field at a time when locating a specific device.
4
Open the details
Select the device’s Name. The side panel opens on Overview. Check its company, identifying details, and reported dates before using it in a support request.
Review warranty dates
The summary above the table offers shortcuts:
Select the active warranty or type shortcut again to clear it. Total Devices does not clear unrelated column filters or change your company scope. Clear those filters separately if results are still narrower than expected.
A missing warranty date means it is not recorded. It does not establish that coverage is active or expired. Ask your IT provider to confirm warranty information before relying on it.
Device summary shortcuts in an example company, shown from the MSP view.
Export the inventory
- Set the company scope and filters to the list you need.
- Select Export CSV in the table controls.
- Wait for the export and check your browser’s downloads.
- Open the file and verify its records before using or sharing it.
Frequently asked questions
Where do I find the serial number or device name for a support ticket?
Where do I find the serial number or device name for a support ticket?
Open Devices, select the device name, and review Overview. You can also use the inventory’s Serial Number column when it is available. Include the device name and the issue in your support request.
Why does the list say No devices found?
Why does the list say No devices found?
Check the company scope, active column filters, and warranty/type shortcut. If the list is still empty, the provider may need to import devices or review integration mappings and your access. An empty filtered list is not proof that your organization has no equipment.
Does Total Devices reset every filter?
Does Total Devices reset every filter?
No. It clears the summary’s warranty/type selection. Other column filters and company scope can remain active.
Does a warranty count include devices without a warranty date?
Does a warranty count include devices without a warranty date?
An expired or expiring result requires a recorded end date. Missing dates do not establish coverage; ask your provider to confirm them.
Will Export CSV download only the rows I checked?
Will Export CSV download only the rows I checked?
No. It requests the inventory matching the current filters across pages. Check the downloaded file before sharing it.
Why does the CSV contain a column I hid?
Why does the CSV contain a column I hid?
The device export uses its own set of fields. Table column visibility changes the screen and does not necessarily change the exported columns.
Can I edit a device if I can view it?
Can I edit a device if I can view it?
Editing is separately controlled. The detail panel’s Edit tab requires device-management access. Ask your provider when a correction is needed and the control is unavailable.