Assign a device to a New Customer, Folder or Contact

Devices can be assigned (or reassigned) to new customers, folders, and/or contacts.

Devices can be assigned (or reassigned) to new sites, folders, and/or users.

Assign from agent console

1. From the Devices (on the side panel), click the specific device to open the agent console.

The Agent console appears.

3. Click the Edit dropdown menu and select Relations.

The Edit Relations screen appears.

4. From the dropdown menus, select the Customer, Folder, and/or Contact(s) you wish to reassign the device to (You can also create a folder by clicking Add Folder).

4. From the dropdown menus, select the Sites, Folder, and/or User(s) you wish to reassign the device to (You can also create a folder by clicking Add Folder).

5. After making your selection(s), Click Save.

Your devices are now reassigned.

Assign from agent console

Devices can also be reassigned to customers and folders (but not contacts) from the Devices page. 

Devices can also be reassigned to sites and folders (but not users) from the Devices page. 

1. From Devices (on the side panel), check the specific device(s) you wish to reassign.

2. Click on the () icon, then select the Edit Relations button.

The Edit Relations screen appears.

3. From the dropdown menus, select the Customer or Folder you wish to reassign the device to and click Apply.

3. From the dropdown menus, select the Sites or Folder you wish to reassign the device to and click Apply.

Your devices are now reassigned.