CC · Core Concepts
Org structure
Sites, departments, and client organizations.
3 min read
Structure is a folder tree covering hardware, licences and certificates alike. Everything starts at Root, and you build whatever sites or departments you need underneath it (for example Head Office → Engineering, Finance, HR; IT Infrastructure → Network Equipment, Servers) — there are no pre-made folders. It's a way to organise where things physically or logically sit, separate from tags, which describe what an item is rather than where it lives. This is distinct from the MSP layer's client organisations — see MSP & Multi-Client for how managing separate client companies works.
- 01
Open Organise → Structure
Shows the folder tree on the left, with each folder's item count, and everything inside the selected folder on the right — hardware, licences and certificates in one list, each row's icon showing which it is. Use the All / Hardware / Licences / Certificates buttons above the list to show one kind, and search by name, model or serial. When spares tracking is on, an Include spares switch adds your spares. On a phone the tree folds into a Folder row at the top.
- 02
Create and nest folders
Use New folder (the folder-plus button above the tree) for a top-level folder, and a folder's ⋯ menu for Add Subfolder, Rename, Move to… and Delete — nested as deep as you need. A folder can't be moved inside its own subtree. Deleting a folder that holds anything — subfolders, hardware, licences or certificates, spares and app credentials included — tells you what it holds and asks where to move it first; the destination can't be the folder itself or anything inside it. Nothing is silently orphaned. Folders need a paid plan; on Free they're locked.
- 03
Add or move items
Add item creates a new hardware, licence or certificate already filed in the open folder. Set an item's folder from its own Identity section when creating or editing it, or move existing ones without leaving the list: Move to Folder in any row's ⋯ menu, or select several rows and use Bulk Actions → Move Selected. Both work on the Hardware, Licences and Certificates lists and on Structure itself, where a selection can mix all three kinds. Rows already in the destination are left as they are, and the confirmation says how many.
- 04
Drag items onto a folder
On a tablet or desktop, drag a row by its grip onto a folder in the tree — ticked rows travel together, and hovering over a closed folder opens it. Every drop asks you to confirm, showing where the items are moving from and to; only the folder changes, never status, assignees, tags or Microsoft 365 sync. The confirmation toast offers Undo for ten seconds.