The Device Plan (paid) is required to use device management features. To request a trial, contact us via “Ask a support representative directly” in the chat.
Overview
This feature provides comprehensive capabilities to centrally manage IT assets. It strengthens security and improves efficiency by supporting key processes throughout the device lifecycle.Workflow: From Device Registration to Utilization
- Preparation
- Initial registration (creating the device ledger) For details, see Register a Device.
- Operations, assignment, and status management For details, see Manage Device Usage and History.
- Periodic review and audit preparation
Preparation
- Plan the migration of your device ledger If you manage records elsewhere, plan the migration approach.
- Design your management fields Decide which device attributes you want to track. You can also customize management fields.
- Define internal operational rules Clarify who assigns devices, when, and to whom. Establish processes for returns and disposal. Set quality rules for ongoing operations, such as verifying device status monthly.
Periodic Review and Audit Preparation
- Visualize usage
- Export the device ledger
- Manage disposal and redeployment

