Platform Documentation

An Application gives a project or team its own view of selected Devices and Device Endpoints within your Account. You build Dashboards, review Analytics and Reports, and manage Alerts, Systems, Tags, and user access within that Application.

Quick Start

Create an Application, assign its Devices, and then give your team access.

• 1
  Open Applications from the main navigation and select +.
• 2
  Enter an Application name and an optional Description.
• 3
  Select the Device Endpoints or individual Devices to include, then select Create. You can add assignments later.
• 4
  Open the Application from the list. If you have permission, use Administrator > User management inside it to add users and assign their Application roles.

What an Application Scopes

When you open an application, its assignments and settings determine what you can see and manage.

The Applications List

Open Applications from the main navigation to find, enter, and manage the applications you can access.

Columns

Searching and ordering

• Search filters application names and descriptions as you type.
• The Default Application remains first. Other applications initially appear newest first.
• Select the Name, Devices, Users, or Created header to change the order.

Switching scope

Select an Application row to enter it. Account owners, account administrators, users who can manage Applications, and users assigned an Application role can enter it. The section you can use depends on your permissions. When available, select the Application sidebar header to return to the list and choose another Application.

The Default Application

Every account starts with a Default Application for account-wide monitoring.

The Default Application is created with the account and includes its own default dashboard. Its initial description says it is only accessible by managers, but access is determined by the current permission rules described below.

Creating an Application

If you have Application-create permission, select + in the Applications list. The dialog contains the details and assignments on one screen.

Enter the Application details

• 1
  Enter an Application name that identifies the project, site, or team. Names must be unique within your Account and can contain up to 100 characters.
• 2
  Enter an optional Description, up to 500 characters. Explain what the Application monitors so teammates can identify it in the list.

Understand the Application navigation

The Application sidebar provides Dashboard, Analytics, Devices, Alerts, and Reports. Each user sees the sections their permissions allow. Creating an Application does not grant other users access; add members and assign roles after creation.

Assign Endpoints and Devices

• 1
  Use Assign device endpoints to include every Device on selected Endpoints, including Devices added to those Endpoints later.
• 2
  Use Assign devices to include individual Devices from other Endpoints. Devices already included through a selected Endpoint are omitted from this picker.
• 3
  Check the selected resources and Device total, then select Create. The new Application appears in the list.

The assignment controls show resources you have permission to view. You can create the Application first and assign resources later. Add members from its Administrator > User management page.

Inside an Application

The Application sidebar shows the sections your permissions allow. Use it to work with the resources assigned to this Application.

• Dashboard opens the Application’s Dashboards and Widgets.
• Analytics reviews Device readings and Alert activity for a selected period.
• Devices can include Device lists, Device Endpoints, Integrations, Systems, and Tags.
• Alerts can include Threshold Alerts, Alert History, Notification Groups, and Actions.
• Reports lets you create one-time or scheduled CSV or PDF reports and download completed reports.
• Administrator appears when you can access Application user management.
• Collapse the sidebar when you need more room. The browser remembers your choice.

Editing, Reorganizing, and Deleting

Edit and Delete are in the Actions column of the Applications list. Open Edit to update details or change assignments.

Edit

If you have Application-edit permission, select Edit in the row’s Actions column. The dialog opens with the existing name, description, and assignments. Change the permitted fields and select Save. The Default Application allows changes to its name and description, but its assignments stay fixed.

Reassigning devices and endpoints

• Removing an endpoint removes that assignment from the application. Assign any device that must remain individually or through another selected endpoint before saving.
• Removing an endpoint or device from an application does not delete it from the account or stop its data ingestion.

Delete

If you have application-delete permission, select Delete and confirm. This removes the application and its dashboards, widgets, Systems, alerts, notification groups, and tags. It does not delete the underlying devices or device endpoints from the account.

Roles and Permissions

An application role controls a user’s access within one application. It is separate from the user’s account role.

Available roles come from the account’s application-role configuration. Common labels and access patterns are shown below, but your roles may differ.

• A user can have a different application role in each application.
• Account owners, account administrators, and users with the account-level manage-applications permission can access every application without a separate application role.
• From Administrator > User management, permitted users can add an existing account user and assign a role. Users who can create account users can also invite someone new.

Limits and Good to Know

These limits apply to Application details, assignments, and access.