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Adding Users and Devices

Each customer can have associated users (employees) and devices (workstations, servers, etc.) that you track and assign services to.

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Adding Users

  1. Open a customer’s detail page
  2. Navigate to the Users tab
  3. Click Add User
  4. Enter user details:
    • Name
    • Email
    • Any custom fields from your template

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Adding Devices

  1. Open a customer’s detail page
  2. Navigate to the Devices tab
  3. Click Add Device
  4. Enter device details:
    • Device name
    • Type
    • Any custom fields from your template

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External Integration API

For automated syncing from RMM tools or Active Directory, use the External Integration API:
  1. Go to Settings → API Keys
  2. Generate a new API key
  3. Use the API endpoints:
    • GET /api/external/users - List users
    • POST /api/external/users - Create/update users
    • GET /api/external/devices - List devices
    • POST /api/external/devices - Create/update devices

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External ID Matching

When syncing from external systems, include an externalId field. The system uses this to match existing records for updates rather than creating duplicates.