These rules allow you to define which devices will be visible to users in the unit by assigning customers and device types. You can use just one of these criteria or combine them to achieve more precise control that aligns with your organization’s structure.
Example
The following were added to the rules:
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Customer: Customer A.
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Devices: Printers.
Users will view:
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Data for the printers located at Customer A.
With these settings, you can customize the view and operational control according to your company’s organizational structure.
Who can use this feature
Users with the Admin permission
Instructions
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Go to the Administration > Units menu
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Click the name of the desired unit
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Click the Assignment Rules tab
Add customers to the unit
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Under Assignment Rules by Customers, click the Add new rule button
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In the sidebar, select the desired customers
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Leave the I want to select specific customer sites option unchecked to automatically add all of the customer’s sites to the rule, or check it so that no sites are added to the rule and sites can be added later
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Click the Add button to add the customers and remain on the add screen, or click the Add and Close button to add the customers and return to the rules
If the I want to select specific customer sites option was checked, proceed to add the specific sites, if desired:
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In the Rule by Customer, under Sites, click the Add button
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In the side panel, select the desired sites, based on the customers added to the rule
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Click the Add button to add the sites and remain on the add screen, or click the Add and Close button to add the sites and return to the rules
Example
The following were added to the rule:
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Sites X and Y from Customer A
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Site Z from Customer B
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Customer C
Users will view:
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Device data from Sites X and Y of Customer A
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Device data from Site Z of Customer B
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Data from all devices of Customer C
Note: the view also depends on the device types added.
If a device is added to or removed from a site linked to the unit, the change will be reflected automatically.
Add device types to the unit
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Under Assignment Rules by Device Types, click the Add new rule button
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In the sidebar, select the desired device type
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Click the Add and Close button
Example
The following were added to the rule:
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Computers
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Printers
Users will view:
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Data for all computers
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Data for all printers
Note: the view also depends on the customers added.
After configuring the rules:
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Click the Apply rules button
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Review the list of devices that will be assigned to the unit according to the configured rules
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Click Confirm to finish or Close to adjust the rules
The list of devices assigned to the unit will be available on the Devices tab. To view it, go to View devices in the unit.