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.
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 Actions > Manage folders.
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 Actions > Manage folders.
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 Site page
To add devices to a folder via the Site page:
1. From Sites (on the sidebar), select the site.
The Site page appears.
2. Click the ellipses icon (...). Then select Edit relations.
The Edit relations window appears.
3. Select the site and folder from the dropdown menu. Then click Apply.
The devices are added to the folder.
via the Customer page
To add devices to a folder via the Customer page:
1. From Customers (on the sidebar), select the customer.
The Customer page appears.
2. From the Devices tab, click the ellipses icon (...). Then select Edit relations.
The Edit relations window appears.
3. Select the folder from the dropdown menu. Then click Apply.
The devices are added to the folder.
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