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Add or remove device from site

After creating the customer and the site, you can add or remove the devices that will belong to the site.

Who can use this feature

Users with the Admin or Site management, Edit Printers (to link the site via the printer properties) or Edit computers (to link the site via the computer properties) permissions

Instructions

  1. Create the customer and site

There are two ways to add the device to the site:

1st way

Through the customer:

  1. Go to Administration > Customers

  2. Click on the name of the desired customer to open its properties

  3. Click on the Sites tab

  4. Click on the name of the desired site to open its properties

  5. Click on the Devices tab

  6. Click on the ✚ button in the top right-hand corner

  7. Select the devices you want to add to the site

  8. Click the Add button to add the devices and remain on the add screen or the Add and Close button to add the devices and return to the grid

If the site is set to default, the customer's new devices are assigned automatically.

2nd way

Through the device:

  • Printer:

  1. Go to Monitoring > Printers

  2. Click on the name of the desired printer to open its properties

  3. Click on the Info tab

  4. Click on the Edit button

  5. In the Site field, select the desired site

  6. Click the Save button

  • Computer:

  1. Go to Monitoring > Computers

  2. Click on the name of the desired computer to open its properties

  3. Click on the Info tab

  4. Click on the Edit button

  5. In the Site field, select the desired site

  6. Click the Save button

The selected site will be linked to the device and the changes will be reflected in the customer record.


To remove devices from the site, follow the steps below:

  1. Select the desired device

  2. Click the 🗑 button in the top right corner

  3. Click the Confirm option in the message box to confirm the removal

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