Organize Devices With Folders

You can create folders for the purpose of organizing 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.

You can create folders for the purpose of organizing 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.

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.

Create a folder

1. From Customers (on the side panel), click the specific customer.

1. From Sites (on the side panel), click the specific site.

2.  Click the Devices tab, then the All section.

3. Click the ellipses icon () and select Add Folder from the dropdown menu. 

The Add Folder screen appears.

4. Enter a folder name and click Apply to create the folder.

You can view the new folder in the Folders dropdown menu.

Move devices into a folder

1. From Devices (on the sidebar), select the device you want to move.

2. Click the ellipses icon () and then select Edit Relations.

3. Select the correct customer and the folder you want to move the device to. Then click Apply. 

3. Select the correct site and the folder you want to move the device to. Then click Apply. 

The device is now in its new folder.

Set rules or perform actions on a folder

1. From Customers (on the sidebar), click the specific customer.

1. From Sites (on the sidebar), click the specific site.

2. Click the Devices tab.

3. Select the Folders tab.

4. Click the Actions dropdown menu, and select a rule or action to apply to all devices within the folder.