Devices

Track and manage IT assets across your organization

The Devices module provides a centralized inventory of all IT assets across your managed companies. Track devices, view detailed hardware and security information, manage warranty data, and integrate with tools like Addigy, Datto RMM, NinjaOne, Syncro, Asio, and Cisco Meraki.

Key Features

Device Inventory

Maintain a comprehensive list of all devices with key information like manufacturer, model, serial number, and IP address.

Warranty Tracking

Track warranty start and end dates with automatic status indicators for expired warranties.

Integration Sync

Automatically sync devices from Addigy, Datto RMM, NinjaOne, ConnectWise, Halo, Syncro, Asio, Liongard, and Cisco Meraki integrations.

Custom Fields

Add custom fields to track additional device information specific to your needs.

Getting Started

Prerequisites

• Access to the Devices module (requires appropriate permissions)
• Optional: Integration with Addigy, Datto RMM, NinjaOne, Syncro, Asio, or Meraki for automatic device sync

Accessing Devices

1. Click Devices in the sidebar under Operations
2. The device list displays all devices across your managed companies
3. Use the company selector in the header to filter by specific company

Working with Devices

Viewing the Device List

The device list displays the following information:

Column	Description
Name	Device hostname or friendly name
Company	The company the device belongs to
Device Type	Category (Workstation, Server, Appliance, etc.)
Manufacturer	Device manufacturer (Lenovo, Dell, Cisco, etc.)
Model	Device model number
Integration	Source of the device (Manual, Syncro, Asio, Meraki)
IP Address	Current IP address
Serial Number	Device serial number
Warranty End	Warranty expiration date with status indicator

Filtering and Sorting

You can filter the device list using the filter controls in each column header:

• Name, Company, Model, IP Address, Serial Number: Type to search
• Device Type, Manufacturer, Integration: Select from dropdown options
• Warranty End: Filter by date range

Click any column header to sort by that column.

Adding a Device

1. Click Add Device

   Click the Add Device button in the top-right corner.

2. Enter Device Information

   Fill in the device details:

   • Name (required): Device hostname or friendly name
   • Device Type: Select the category
   • Manufacturer: Choose from the list or search
   • Company: Select the owning company
   • Location: Optionally assign to a company location
   • OS: Operating system
   • IP Address: Current IP address
   • MAC Address: Network interface MAC
   • Serial Number: Device serial number
   • Warranty Start/End: Warranty coverage dates
   • Status: Current device status
   • Auto Apply Groups: Enable automatic group assignment
3. Save the Device

   Click Add Device to save.

Editing a Device

1. Open the Device

   Click on a device name in the list to open the edit panel.

2. Update Information

   Modify any of the device fields. The edit panel shows:

   • Device Details: Basic information like name, type, manufacturer
   • Warranty: Start/end dates with active/expired status badge
   • Custom Fields: Any custom fields configured for devices
3. Save Changes

   Click Update Device to save your changes.

Device Actions

Click the three-dot menu at the end of any device row to access actions:

• Edit: Open the device edit panel
• Add to Planner: Schedule warranty renewals or maintenance tasks
• Add to Meeting: Include device in a client meeting agenda
• Delete: Remove the device from inventory

Devices synced from integrations (Syncro, Asio, Meraki) may have limited editing options for fields that are automatically synchronized.

Viewing Device Details

Click any device row to open the Device Detail panel. This provides a comprehensive view of the device with extended data pulled from your RMM integration.

The detail panel includes the following sections (sections only appear when data is available from your integration):

Section	Information Shown
Overview	OS, model, manufacturer, serial number, IP address, MAC address
Hardware	Processor, RAM, CPU cores, total and free disk space with usage bar
Security	FileVault, Firewall, Gatekeeper, SIP, MDM enrollment, antivirus, patch status
Network	Hostname, domain, LAN IP, WAN IP, Wi-Fi and Ethernet MAC addresses
Battery	Battery percentage with visual indicator, charging status, cycle count
User	Current logged-in user, user email, last logged-in user
System	Uptime, last boot time, OS build, architecture, agent version, pending reboot
Provider	Integration-specific data and remote access links (TeamViewer, ScreenConnect, Splashtop)
Warranty	Warranty start/end dates with active or expired badge

The data available depends on which RMM integration the device was imported from. Addigy devices include hardware, security, battery, and user data. Datto RMM and Syncro devices include security, network, user, and system data with remote access links.

The detail panel also includes tabs for:

• Edit - Update device metadata, company assignment, warranty dates, and custom fields
• Cork - View Cork security data (if Cork integration is active and has data for this device)
• Liongard - View Liongard configuration audit data (if Liongard integration is active and has data for this device)

Bulk Actions

Select multiple devices using the checkboxes to perform bulk operations:

1. Check the boxes next to devices you want to select
2. A bulk actions menu appears in the header
3. Available bulk actions include:
   • Add to Planner: Schedule multiple devices for review
   • Add to Meeting: Add multiple devices to a meeting agenda
   • Delete: Remove multiple devices

Bulk delete permanently removes selected devices. This action cannot be undone.

Integration Sources

Devices can come from multiple sources:

Source	Description
Manual	Devices added directly through the MSPortal interface
Addigy	Apple devices synced from Addigy MDM
Datto RMM	Devices synced from Datto RMM
NinjaOne	Devices synced from NinjaOne
ConnectWise	Configurations synced from ConnectWise Manage
Halo	Assets synced from Halo PSA
Syncro	Devices synced from Syncro RMM integration
Asio	Devices synced from Asio network discovery
Liongard	Systems synced from Liongard
Meraki	Devices synced from Cisco Meraki dashboard

Managing Device Imports

Each RMM/PSA integration has a device import page where you can control how devices are brought into MSPortal:

• Device Type Mappings - Map external device types to your normalized MSPortal device types
• Auto-Sync - Automatically import new devices of specific types when they sync
• Ignore Categories - Check the Ignore checkbox to permanently hide device types you don’t manage (e.g., printers, UPS, sensors). Ignored categories won’t count as pending imports and new devices of those types stay ignored during future syncs
• Import by Type - Import all devices of a specific type at once
• Selective Import - Cherry-pick individual devices from the staged list

Meraki Devices

Devices imported from Cisco Meraki have special features:

• Meraki badge: Indicated in the device type column
• Read-only synced fields: Name, model, manufacturer, serial number, and other fields sync automatically
• Additional actions:
  • Open in Meraki: Jump directly to the device in Meraki dashboard
  • Refresh Status: Manually refresh device status from Meraki
• Meraki Information section: View network name, WAN IPs, tags, and other Meraki-specific metadata

For Meraki devices, you can still edit warranty dates, company assignment, location, and custom fields even though core device details are synced from Meraki.

Warranty Management

The Devices module helps you track warranty coverage:

• Active Warranty: Green “Active” badge when warranty end date is in the future
• Expired Warranty: Red “Expired” badge when warranty has passed
• No Warranty: No badge shown if warranty dates aren’t set

Planning Warranty Renewals

Use the Add to Planner action to create tasks for upcoming warranty renewals:

1. Click the device’s action menu
2. Select Add to Planner
3. The planner will automatically suggest a due date based on the warranty end date (default: 30 days before expiration)
4. Customize the task details and save

Custom Fields

Add custom fields to track additional device information:

1. Navigate to Settings > Custom Fields
2. Create fields for the “Device” entity type
3. Custom fields appear in the edit panel under “Custom Fields”

Common custom fields for devices:

• Purchase Date
• End of Life Date
• Asset Tag
• Physical Location
• Support Contract Number

Best Practices

Regular Inventory Reviews

Schedule quarterly reviews of your device inventory to ensure accuracy. Use the company filter to review one client at a time.

Warranty Tracking

Keep warranty dates updated and use the Planner integration to create renewal reminders 30-60 days before expiration.

Integration Setup

Configure Addigy, Datto RMM, NinjaOne, Syncro, Asio, or Meraki integrations to automatically populate device data and reduce manual entry.

Custom Fields for Compliance

Use custom fields to track compliance-related information like purchase date, depreciation schedule, or disposal requirements.

Related Resources

• Import Devices - Device type mappings, auto-sync, and import workflow
• Addigy Integration - Apple device management integration
• Datto RMM Integration - Datto RMM device sync
• Liongard Integration - Configuration audit integration with device tab
• Planner - Schedule device maintenance and warranty renewals
• Calendar - View scheduled device-related meetings
• Settings - Configure custom fields and integrations