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How to make a custom view on the Devices page in the Elements portal?

Issue:

How to make a custom view in the Environment > Devices page in the Elements Security Center portal? I want the Devices view always to open by default with the specific filters and info columns. The view should also be remembered when the browser window / tab is refreshed. 

Resolution:

You can create custom views with pre-defined filters and informational columns by following the steps below. 

Here is how you add, remove and sort informational columns: 

  1. Log in to the Elements Security Center portal: https://elements.withsecure.com
  2. Navigate to the Environment > Devices page in the Elements portal
  3. Click on the three vertical lines on the top-right corner of the devices table and select the columns you want to have in your view from the Available columns section. Any selected columns will be added to the Visible columns section.
    1. Note: You can also drag the column names up and down in the Visible columns section. 

Here is how you add filters:

  1. Click Clear all filters to remove currently selected filters
  2. Open the Select field drop-down menu from the top-left corner of the devices table
  3. Select the filter
  4. Then select either Equals or Not equals 
  5. Finally select the value and Click Apply
    1. Note: You can add several filters 

After you have the informational columns and filters to your liking, you can save the current view as the default custom view so that it will always show this view then you enter the Devices page:

  1. Open the View drop-down menu in the top-right corner
  2. Click Save as…
  3. Enter a name for the view
  4. Toggle Set as default 
  5. Click Save

Note that when you create a view, it is by default a personal view for you and it wont be visible for other users. If you are a partner user, this view will be available for you under all customer organizations. 

If you wish to make the view visible to all users in your organization, you can follow these steps:

  1. Open the Views drop-down menu
  2. Hover your mouse on top of the view and click on the three dots
  3. Select Move to organization views