Administrator Guide

Create asset group
Create groups to organize assets based on your requirement.
Prerequisites
Sign in to TechDirect with Device Management Administrator rights.
Steps
1. Go to Services > Device Management > Manage Assets.
2. Click Organize Assets and Groups.
3. Click CREATE GROUP.
The Create a New Group window is displayed.
4. Select a site and enter a group name.
5. To move assets to the group, select Yes and select the assets that you want to move to the group.
6. Click CREATE.
The group is created and assets are moved to the group within 24 hours.
NOTE: If the primary and secondary contacts are different for assets running Windows and Chrome operating systems,
ensure that you create separate asset groups and assign unique primary and secondary contacts for managing these
devices.
Move assets between existing groups
Prerequisites
● Sign in to TechDirect with Device Management Administrator rights.
● To move assets from one group to another, the source and target groups must be within the same site.
Steps
1. Go to Services > Device Management > Manage Assets.
2. Click Organize Assets and Groups.
3. Click MANAGE ASSET GROUPS.
The Manage Asset Groups window is displayed.
4. From the Site list, select the site.
5. From the From Group list, select the asset group from which you want to move the assets.
6. From the To Group list, select the asset group to which you want to move the assets.
7. Click MOVE.
Results
The assets are moved to the new asset group within a few minutes.
Update site or group name
After you have created a site or group, you can update the name of the site or group.
Prerequisites
● Sign in to TechDirect with Device Management Administrator rights.
● To edit the site name, ensure that you have created one or more asset groups within a site.
Steps
1. Go to Services > Device Management > Manage Assets.
2. Click Organize Assets and Groups.
3. From the Select Site list, select the site.
Managing your assets
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