04/23/2025
How-to | Device Portal | Licensing | Device Management

ctrlX Device Portal - How to organize assets with folders

Introduction

You can organize your devices and orders into folders that reflect the structure of your company (e.g. by department, project or clients).

Each folder has a permission boundary. Only users with access to a folder can:

  • View and add devices and orders to it

  • Assign licenses from orders to devices within the same folder

  • Manage and set up the devices in that folder

Creating folders

  • Go toĀ DevicesĀ orĀ Orders page

  • Click on the 3 dot icon and then Add sub-folder

    Menu to create and edit folders


  • Move devices and order into folders:

    • Drag and drop directly into the folder

    • Or, select the devices or orders and click Move

    • You will see the folders structure, with the current folder pre-selected

    • Navigate though the folder levels and select the destination folder

  • Manage folders access inĀ User ManagementĀ underĀ SettingsĀ (admin-only)Ā 

ā„¹ļø Info

You can only assign the licenses from orders that are in the same folder as the devices. Combined with folder permissions, this ensures teams only see and manage what’s relevant to them.

Grand and revoke access to folders

The folders have an access control: only users with access to a folder can configure its devices or assign licenses from its orders.

To manage folder access, you need to have an admin roleĀ then:

  • Click on your user profile and open the Settings menu

  • Select User ManagementĀ 

  • You will see a list of all usersĀ in your account

  • In theĀ Folder Access column, clickĀ Change access link next to a user

  • The full folder structureĀ will appear

  • Check or uncheck folders toĀ grant or revoke access

  • Use Select allĀ to quickly apply access to all folders

ā„¹ļø Info

Users will only see and manage the devices and orders in folders they have access to.

Related articles

Types
How-to
Products
Services

Latest published/updated articles