What the device page shows

One device page gives you the machine's live health, owner and warranty, its encryption, local admin and baseline state, its policy and its files, plus a chat with Elise that reads the device for you.

  1. Troubleshoot with Elise

    The top card in the narrow column on the right of Overview. It stays one small row with a Troubleshoot button until you press it. Troubleshoot opens a chat about this device: Elise pulls a fresh read from the machine, then answers your questions about it. The card says plainly Read only: Elise reads this device and never runs anything on it. A device that is still waiting to be approved shows a line saying it cannot be read yet.

  2. The tabs

    Overview, Inventory, Security, Monitoring, Activity, Policy, Tickets, Integrations, Files and Alerts, in that order. Files is only there for someone who has been granted the file browser permission.

  3. Live Vitals

    CPU, Memory and Network, plus Disk when the device reports one, from the agent's latest sample. The tiles open on the last hour. Click any tile to pick Last hour, Last 6h, Last 24h or Last 7d, and all the tiles switch together. The same pop-up has an Open Monitoring link for the full history on the Monitoring tab.

  4. Health issues

    What has been flagged about the machine, in one read-only list. It reads No health issues. when nothing is wrong. Click the title or the arrow to fold the card; a folded card still shows how many issues there are, and the portal remembers your choice in this browser.

  5. Device Information

    Hostname, Operating System, Processor, Device Type, Location, Assigned To, Role, Serial Number, Manufacturer, Model, Purchase Date, Warranty Expires, Last Seen, Backup Schedule and Agent version, with View more to open the rest. A warranty line shows what Dell, Lenovo or HP say about the machine, or says that warranty lookup is not connected. The Remote control row reads On with a Disable button, Disabled with an Enable button, or Off (device not approved).

  6. Owner

    Who the machine belongs to. Under the person, Devices they own lists everything they own and marks this one This device. Set owner or Change owner picks the person, Remove owner clears it, and Confirm owner appears when the portal only suggested someone and you agree. A small label says how the owner was found: Unconfirmed, Owner via RMM login, Set manually or Confirmed. A Shared device (no owner) switch is there for a machine that has no single owner.

  7. Notes, tags, lifecycle and files

    A collapsed section at the bottom of Overview. It holds Running actions, the read-only history of remote actions queued against the machine, the lifecycle controls for moving, replacing, merging or removing the record, Notes, Tags, Linked Assets and attachments.

  8. The Security tab

    Encryption, LAPS, security baseline and device isolation for this device. Drives lists each volume with how full it is, the filesystem, whether it is encrypted, and the recovery key when there is one to show. Below it sit the LAPS card and the baseline card. A device with no enrolled agent says that encryption, LAPS and baseline have not been reported yet.

  9. Isolation & trust

    The Quarantine row reads Not quarantined with a Quarantine button, or says the agent is refused on its next check-in with a Release button. The Telemetry row says whether CPU, memory and disk are being collected and has a Turn on or Turn off button. The Approval row says Pending approval, Approved, Automatic with a confidence percentage, or Approved by the person who did it.

  10. Monitoring

    Pick 24 hours, 7 days or 30 days and every chart on the tab follows. CPU & Memory Trend, Disk Trend and Network Trend show the history behind the Live Vitals. Agent & Enrollment shows the agent version, the Update ring (Canary, Early or Stable), the Approval state, when the machine was Enrolled and its Last check-in.

  11. Activity

    The story of this device, newest first. It mixes what people did to the device in the portal with what the agent and your other tools reported about it, and a badge on each event names its source: Portal, Agent, Sync or System. Search, or filter by type, severity, actor, source and date range. Press an event that has details to open them. Export CSV saves what your filters show. A page holds 50 events by default, and when the history is very long the tab shows the most recent events and says so, so narrow the date range to reach older ones. Below the list, a card shows this device's script runs, and recorded terminal sessions appear there too for someone who may view them.

  12. The Policy tab

    Every RMM setting this device receives, and where each value comes from. The line at the top points you to RMM > Policies to change one. Each setting shows the value the device is running and a chip naming where it came from, so a setting that looks wrong can be traced to what set it. Default is the shipped default, and a chip naming a policy links into that policy's editor.

  13. Hardware

    On the Inventory tab, Hardware is the first section on the left side bar and opens first: Secure Boot, graphics cards, memory modules and the monitors plugged in. Battery appears only where the agent reports a battery, so a desktop shows none.

  14. Installed Software, Local Accounts and Patches / Hotfixes

    Each is a section on the Inventory tab's left side bar, with a count beside it, and the address keeps the section you picked. Installed Software lists the applications the agent found. Local Accounts lists the accounts on the machine. Patches / Hotfixes lists the Windows updates the agent found installed.

  15. Third-Party Patching

    This section is on the same side bar and is only there for staff. Check for updates scans this machine for updates to managed applications. You can also search the catalog, pick an application and install it, with nobody at the desk. Only an entry that is turned on in the catalog can be installed.

  16. Files

    Browse the machine's own folders, with controls to go up a level, refresh and Upload here. Every browse, download and upload is recorded in the audit log.

  17. Alerts

    The monitoring alerts raised on this machine, filtered by status: Open, Acknowledged or Resolved. Each shows its severity, the condition that tripped, the value seen against the threshold and how long it has been open.

  18. LAPS in a policy

    In a policy's LAPS section, Rotate local-admin password is Off, On or the shipped default. Turned on, and with the LAPS rotate command armed on the policy's Permissions tab, the account named in Local-admin account is rotated to a fresh random password on the schedule set by Rotation interval (days), and the account is created if it does not already exist. Rotation follows that schedule only.

  19. Security Baseline in a policy

    A policy's baseline section watches and reports on a machine's real state without changing anything. It covers the screen-lock timeout with the longest timeout you will accept, the host firewall, real-time antivirus, the account lockout threshold with its maximum, and more. A device that does not match shows as drift.

  20. The tray menu: scope

    The menu your managed devices show in the system-tray agent is set up under RMM, then Tray Menu. Its scope is the default for all devices, a company, a tag or a single device, and a device uses the most specific menu that applies to it: device, then tag, then company, then default.

  21. Support door wording

    Support door name replaces Get Support on the desktop shortcut, the tray row and the installer checkbox for every device the menu covers. Form heading replaces the question at the top of the support form those devices open.

  22. The About entry

    Its label, its icon and the panel's own text, with two rows of tokens you can drop in. Insert a placeholder token is filled in by the device itself. Insert a server token is filled in by the portal from your company's brand and support details when it delivers the menu.

  23. Support email, phone and logo

    Left blank, the portal fills the company name, support email and support phone from your company settings and your helpdesk mailbox before the menu is delivered, and sends your logo with it. Fill them in here and the menu uses those instead.

  24. Add item

    The menu can run a script, open an app, open a link, send an email, hold a submenu, show a text label or a divider, create a ticket, show About this device, or exit. Add one here once and every device the menu covers renders it.

  25. Antivirus and EDR (Integrations tab)

    The first card on the Integrations tab, Antivirus and EDR, lists each security product installed on the device by name. Each row shows Status (On, Off or Unknown), Definitions (Up to date, Out of date or Unknown) and when it was last seen. The card shows what was already stored, so nothing is checked when you open the tab. It reads the products Windows reports, plus any antivirus tool connected to the portal for that device. An installed product that is off stays on the card with the words Installed, not running. Microsoft Defender is listed only when the device has no other antivirus installed, which is the same rule that stops the Defender alert for that device. A product Windows lists without a name the portal can show appears as Unnamed security product, and Windows Security on the device tells you which one it is. When nothing is listed, the card reads No antivirus reported yet - arrives with agent 1.8.3 for an agent before 1.8.3, no agent, or a version the portal cannot read. With agent 1.8.3 or later it reads No antivirus reported, because the agent did report and found none. ThreatLocker is application control, not antivirus, so it is never a row here and keeps its own card further down the tab.

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Why it works this way: What the device page shows

Ask Elise about a device from chat as well as from the card. Find: "Is this laptop still under warranty, and when does coverage end?" reads the manufacturer's answer. Find: "What errors has this machine logged lately, and what should I check first?" reads the diagnostic bundle the device returned. Change: "Push Zoom to every device at this client" is prepared for your one-tap approval before anything is queued. Change: "Give this client's servers the stricter policy" also waits for your approval. Reads need RMM view access, assigning a policy needs RMM edit access, and a push needs permission to run on devices.

The tokens in the About panel are filled in two places. Your company name, support email and support phone are put in by the portal before the menu is delivered, and the machine name, signed-in user, agent version and last check-in are filled in by the agent on the device itself.

A logo only reaches devices as a PNG or a JPEG under 256 KB. A bigger file still works on invoices and email; it is simply left off the tray and the installer.

The Files tab shows only for people whose role includes the file browser permission, which the Owner and Full Admin roles and the Service Manager, Senior Tech and Help Desk Tech roles have by default. Browsing and downloading need the view tier; uploading needs the higher tier of that same permission.

The Security Baseline watches and reports rather than changing anything. The drift it surfaces is what drives the fix, so nothing is quietly reconfigured on an endpoint.

A device with no agent, or one that has not sent a report yet, says so instead of showing empty software, accounts or patches tables, and shows no side bar.

You need A device with an enrolled agent

Questions this page answers

What is the Monitoring tab for?

It charts this device's telemetry history - CPU, memory, and disk usage over the last 24 hours, 7 days, or 30 days - from the samples its agent reports. Pick a window with the buttons at the top; each trend is captioned with how current the data is. The Agent & Enrollment card shows the agent version, update ring, approval, and when it enrolled and last checked in. The live at-a-glance vitals stay on the Overview tab. If no agent is enrolled, or one is enrolled but has not reported enough telemetry yet, the tab says so instead of drawing an empty chart.

What is the Inventory tab for?

It shows the hardware and software this device has reported, one section at a time. Pick a section on the left side bar: Hardware, Installed Software, Third-Party Patching, Local Accounts, or Patches / Hotfixes. Hardware opens first. The side bar shows a count beside Installed Software, Local Accounts, and Patches / Hotfixes. Third-Party Patching is only there for staff. The address keeps the section you picked, so a link or a refresh opens the same one. On a phone the side bar sits above the section. Hardware has graphics cards, memory modules, battery health, connected monitors, and whether Secure Boot is on. The other lists are installed software, local user accounts, and installed patches, and you can search each one. Admin accounts are flagged. A field the agent has not collected yet reads "Not reported" instead of being blank. A device with no agent, or one that has not sent a report yet, says so instead of empty tables, and shows no side bar.

How do I install an application on a device?

Open the device's Third-Party Patching card, search the catalog for the application, pick it, and click Install. The install runs winget as SYSTEM on that device through the same signed, audited execution path as any script you run there, so it needs no one signed in at the desk. Only an ENABLED catalog entry can be installed: if an app is not in the search results, either it is not in the catalog yet (add it on RMM > Patch Catalog) or its row is turned off.

What is the Files tab for?

It lets you browse this device's filesystem, download a file from it, or upload a file to it - over the same secure channel every other remote action uses. This tab is invisible unless an administrator has explicitly granted you the file-browser permission; it is off by default for everyone, including full admins. Every browse, download, and upload is logged with the path, device, and who did it. Downloading or uploading a file may prompt for a fresh MFA code first (browsing a folder does not).

What does LAPS do?

LAPS (Local Administrator Password Solution) makes the agent change the local-admin password on each device under this policy. Each password is unique and random, and it changes on a schedule. The portal keeps the current password so an allowed person can reveal it. This ends the shared password that never changes. LAPS ships Off. To turn it on, set Rotate local-admin password to On on the LAPS tab, and allow the action on the Permissions tab.

What is the Security Baseline?

It is a set of NIST-aligned endpoint controls - screen lock, firewall, antivirus, automatic updates, account lockout, and the guest account - that the agent reports on for every device under this policy. It is the hardening checklist an auditor expects, expressed as settings you can manage in one place.

Does the baseline change my devices, or just watch them?

Today the baseline is monitor-first: the agent reports each control's actual state and flags drift when a device no longer matches the desired baseline, so you can see non-compliant machines without a surprise change being pushed to endpoints. Use the drift it surfaces to drive remediation; it does not silently reconfigure devices on its own.

Where do the About panel's company details and the tray logo come from?

From your company settings (name, phone, logo) and your helpdesk mailbox address; the agent shows your logo in its tray window and installer instead of the GoTenix one. The logo must be a PNG or JPEG under 256 KB to reach devices; a larger upload still works on invoices and email but is left off the tray and installer. The About entry's ${COMPANY_NAME}, ${SUPPORT_EMAIL}, and ${SUPPORT_PHONE} placeholders are filled in by the portal before delivery, and ${HOSTNAME}, ${USERNAME}, ${AGENT_VERSION}, and ${LAST_CHECKIN} by the agent on the device. An edit to the company name, phone, or logo reaches devices on their next check-in. The item editor's insert palette lists the three portal-filled tokens under their own "Server tokens" section, separate from the device-filled tokens above it.

How do the fleet, client, tag, and device scopes combine?

A device resolves its menu most-specific-wins: a device-level menu overrides a tag menu, which overrides a client (organization) menu, which overrides the fleet-wide default. Build the fleet default first, then override only the scopes that need something different - the rest inherit. The preview shows the resolved menu for the scope you are editing.

Can I rename the "Get Support" door?

Yes - open a tray menu and fill in Support door wording. The support door name replaces "Get Support" on the desktop shortcut, the tray row, and the installer's checkbox for every device this menu applies to (up to 24 characters, one line, and no \ / : * ? " < > | because it becomes the shortcut's file name). The form heading replaces "What can we help with?" at the top of the support form those devices open. Both follow this menu's scope: a device or tag menu that leaves them blank shows the defaults, not the company or fleet menu's wording. Devices already installed rename their shortcut on their next check-in; new installs use the company or fleet value.

What does the Activity tab show?

Activity is the story of this device, newest first. It mixes two lists. One is what people did to the device in the portal. The other is what the agent and your other tools reported about it. A badge on each event names its source: Portal, Agent, Sync or System. Events the agent reports show Agent. You can search, and filter by type, severity, actor, source and date. Press an event to open its details. Export CSV saves what your filters show. A page holds 50 events by default. If the history is very long, the tab shows the most recent events and says so. Below the list, a card shows this device's script runs. Recorded terminal sessions appear there too, if there are any and you may view them.

Where do I see which antivirus a device has?

Open the device and go to its Integrations tab. The first card, Antivirus and EDR, lists each security product installed on the device by name. Each row shows Status (On, Off or Unknown), Definitions (Up to date, Out of date or Unknown) and Last seen, which is when the portal last heard about that product. The card shows what the agent already reported, so nothing is checked when you open the tab. It reads the products Windows reports, plus any antivirus tool connected to the portal for that device. ThreatLocker is not in this card. It controls which apps can run and is not an antivirus, so it keeps its own card further down the tab.

Why is Microsoft Defender not listed on the Antivirus and EDR card?

Defender is listed only when the device has no other antivirus installed. An installed antivirus hides Defender whether it is on or off, whether Windows reports it or it is an antivirus tool connected to the portal for the device. An installed one that is off stays on the card with Off and the words Installed, not running. That is the same rule that stops the Defender alert for that device.

Why does the Antivirus and EDR card say no antivirus reported?

The card shows what the agent reports, and agent 1.8.3 is the first version that reports antivirus. The card is empty when Windows has not reported an antivirus for the device and no antivirus tool is connected to the portal for it. The words depend on the agent. With an agent before 1.8.3, no agent, or a version the portal cannot read, the card reads No antivirus reported yet - arrives with agent 1.8.3. With agent 1.8.3 or later it reads No antivirus reported, because the agent did report and found none. If ThreatLocker is on the device, a second line reads ThreatLocker is application control, not antivirus.

What does Unnamed security product mean on the card?

Windows listed a security product on this device but gave no name the portal can show, only a code. The card says Unnamed security product instead of printing the code. Status, Definitions and Last seen still show for it. To see which product it is, open Windows Security on the device itself.

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Last validated 2026-10-16

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