Create folders to organize your sites’ devices into specific categories or office locations, with distinct rules and settings that apply only to the devices in that 'folder'. You can also perform actions that affect only those devices as well.

Create folders to organize your customers’ devices into specific categories or office locations, with distinct rules and settings that apply only to the devices in that 'folder'. You can also perform actions that affect only those devices as well.

Each folder can have its own alert threshold profile, automated patch installation schedule, and alert settings. Additionally, you can perform actions such as running scripts and installing Webroot antivirus or Atera Helpdesk Agent on all devices in the folder. You can also delete folders you no longer need.

Create a folder

To create a folder:

1. From Sites (on the sidebar), select the site.

The Site page appears.

2. From the Devices tab, click the Manage folders icon (to the right of New device).

The Manage folders slideout appears.

3. Click Add folder.

4. Enter the folder name. Then click Save.

The folder is created and added to the Manage folders slideout.

1. From Customers (on the sidebar), select the customer.

The Customer page appears.

2. From the Devices tab, click the Manage folders icon (to the right of New device).

The Manage folders slideout appears.

3. Click Add folder.

4. Enter the folder name. Then click Save.

The folder is created and added to the Manage folders slideout.

Add devices to a folder

You can add devices via the Devices page or via the Site page > Devices tab.

You can add devices via the Devices page or via the Customer page > Devices tab.

via the Devices page

To add devices to a folder via the Devices page:

1. From Devices (on the sidebar), select the device(s).

2. Click the ellipses icon (). Then select Edit relations.

The Edit relations window appears.

3. Select the site and folder from the dropdown menus. Then click Apply.

3. Select the customer and folder from the dropdown menus. Then click Apply.

The devices are added to the folder.

Manage devices in folders

To view folder-specific devices:

1. From Sites (on the sidebar), select the site.

The Site page appears.

2. Click the Folders dropdown menu. Then select the folder(s).

The page updates to display the devices within the selected folder(s).

3. Select the device(s) before clicking:

• Run script: Run your own scripts or select scripts from the Shared Scripts Library. Learn more
• Assign automation profile: Assign for the entire site, a folder, or selected devices. Learn more
• Software installation: Install single software or bundles on selected devices. Learn more
• Assign threshold profile: Assign for the entire site, a folder, or selected devices. Learn more
• Ellipses icon (...): 
  • Edit relations: Select the site and/or folder.
  • Shutdown actions: Log out, restart, or shut down devices (or schedule for later). Learn more
  • Helpdesk agent actions: Activate or deactivate the Helpdesk agent. Learn more
  • Apps: Install (deploy) pre-activated apps on your end-user devices. Learn more
  • Delete: Delete the agent to stop device monitoring. Learn more

To view folder-specific devices:

1. From Customers (on the sidebar), select the customer.

The Customer page appears.

2. Click the Folders dropdown menu. Then select the folder(s).

The page updates to display the devices within the selected folder(s).

3. Select the device(s) before clicking:

• Run script: Run your own scripts or select scripts from the Shared Scripts Library. Learn more
• Assign automation profile: Assign for the entire site, a folder, or selected devices. Learn more
• Software installation: Install single software or bundles on selected devices. Learn more
• Assign threshold profile: Assign for the entire site, a folder, or selected devices. Learn more
• Ellipses icon (...): 
  • Edit relations: Select the site and/or folder.
  • Shutdown actions: Log out, restart, or shut down devices (or schedule for later). Learn more
  • Helpdesk agent actions: Activate or deactivate the Helpdesk agent. Learn more
  • Apps: Install (deploy) pre-activated apps on your end-user devices. Learn more
  • Delete: Delete the agent to stop device monitoring. Learn more

Delete a folder

Deleting a folder does not delete the devices in it. The devices move automatically to the default Unassigned folder, which cannot be deleted. You can delete a folder even if it still contains devices.

After the move, the devices return to the main threshold profile assigned at the site level. A device can have several IT automation profiles (sometimes called patch profiles), both those assigned to the site and those assigned to its folder. When the folder is deleted, the IT automation profiles assigned to that folder are removed from the device, and it keeps only the IT automation profiles assigned to the site.

After the move, the devices return to the main threshold profile assigned at the customer level. A device can have several IT automation profiles (sometimes called patch profiles), both those assigned to the customer and those assigned to its folder. When the folder is deleted, the IT automation profiles assigned to that folder are removed from the device, and it keeps only the IT automation profiles assigned to the customer.

Note: No confirmation message appears when you delete a folder. Check the folder name before you click Save.

To delete a folder:

1. From Sites (on the sidebar), select the site.

The Site page appears.

2. From the Devices tab, click the Manage folders icon (to the right of New device).

The Manage folders slideout appears.

3. Click the trash icon (Delete) next to the folder you want to delete.

4. Click Save.

The folder is deleted, and any devices that were in it move to the Unassigned folder.

To delete a folder:

1. From Customers (on the sidebar), select the customer.

The Customer page appears.

2. From the Devices tab, click the Manage folders icon (to the right of New device).

The Manage folders slideout appears.

3. Click the trash icon (Delete) next to the folder you want to delete.

4. Click Save.

The folder is deleted, and any devices that were in it move to the Unassigned folder.