Add Locations

Add Location (Site)

In MSP Manager:

Go to Customers
Open the target customer
Go to Contact Info > Add A New Location
Populate the requested information and indicate whether it should Show on dash (MSP Manager) as well as choose the Default location.
Add Location to create and save

In the Monitoring Dashboard:

Go to File > Add Site
Choose the Client from the drop-down
Enter the required information for the Site
Click Save to create

Edit Location (Site)

In MSP Manager:

Go to Customers
Open the target customer
Go to Contact Info
Click the Edit Location (pencil) button open the edit Location dialog
Update the information as required
Save to apply

In the Monitoring Dashboard:

Expand the target Client in the left menu
Right-click on the Site, or from the Edit menu
Select Edit Site
Update the information as required
Click Save to apply

The Location (Site) name must be between 2 and 30 characters long.

When performing any Site addition or edit actions in the Monitoring Dashboard we would suggest amending the customer in MSP Manager to include any additional or changed information.

Delete Location (Site)

In MSP Manager:

Go to Customers
Open the target customer
Go to Contact Info
Click the Delete Location (trash can)
Select Yes, I want to delete! or Cancel to go back

In the Monitoring Dashboard:

Expand the target Client in the left menu
Right-click on the Site, or from the Edit menu
Go to Delete Site
Enter the username of the account you have logged into the Monitoring Dashboard under to confirm removal
Click OK to apply

Deleting a Site (Location) is a permanent action that cannot be undone. Deleting a Site (Location) will remove any Devices (Assets) associated with this Site.

Synchronize the Monitoring Dashboard with MSP Manager

To synchronize any Site actions performed on the Monitoring Dashboard with MSP Manager:

Go to Customers > Context Menu > Synchronize MSP RMM