Administrator Guide

Steps
1. From the TechDirect dashboard, go to Connect and manage > Manage your PC fleet > Manage > PCs.
The PCs page is displayed.
2. Click the Groups tab.
3. Click Create group.
The Create a new group window is displayed.
4. Select a site and enter a group name.
5. Click Create.
Results
The group is created, and the default group configuration of the site is copied to the newly created group.
NOTE: If the primary and secondary contacts are different for PCs running Windows and Chrome operating systems,
ensure that you create separate groups and assign unique primary and secondary contacts for managing these devices.
Move assets between existing groups
Prerequisites
● You must be signed in to TechDirect as a Connect and manage administrator or Connect and manage technician.
● To move PCs from one group to another, the source and target groups must be within the same site.
Steps
1. From the TechDirect dashboard, go to Connect and manage > Manage your PC fleet > Manage > PCs.
The PCs page is displayed.
2. Click the Groups tab.
3. Click Organize PCs.
The Organize PCs window is displayed.
4. Select one of the following options:
● By using online forms—to organize PCs by moving them from one group to another group in TechDirect.
You can move upto 5000 PCs by using online forms.
● By downloading and uploading a spreadsheet—to organize PCs by moving them from one group to another using a
spreadsheet.
You can move unlimited number of PCs by using a spreadsheet.
5. If you selected By using online forms, perform the following steps:
a. From the Site list, select the site.
b. From the From group list, select the group from which you want to move the assets.
c. From the To group list, select the asset group to which you want to move the assets.
d. Select the PCs that you want to move and click Move.
6. If you selected By downloading and uploading a spreadsheet, perform the following steps:
a. From the Site list, select the site.
b. From the Select group list, select the groups.
c. Download and update the inventory file, and then click Next.
In the spreadsheet, enter the group names in the To Group column. If you do not want to move the PC to another
group, leave the To Group cell blank.
d. Upload the inventory file and click OK.
The group names provided in To Group column are automatically created, if they do not exist.
Results
The PCs are moved to the new group.
16
Managing your PC fleet and groups