How to Structure Clients in Breeze RMM: Organizations, Sites and Device Groups

What's in the demo

• Organizations: the client list, with chips for what each one still needs (No site, No devices enrolled, No policy assigned), search, and Work in this org
• Sites on the organization record: Add site "Main Office", America/Chicago, address; the record lists both sites
• Change Site on a device: the dialog spells out what follows the site (configuration policies, maintenance windows, alert routing, reports) and that Breeze never moves a device back on its own
• Device Groups: a dynamic group "Warehouse PCs" from one rule (Hostname contains VEGA-WH), the live match preview, 10 devices
• The device list: Add filter Site, then Device Group, then Save view

Questions this video answers

What is the difference between a site and a device group in Breeze RMM?

A site is a place (a building or office) with its own time zone and address, so maintenance windows run in local time and policies can be assigned per site. A device group is a logical set of machines, static or dynamic, that policies, scripts and software deployments can target wherever those machines sit.

How do I add a second site to a client?

Open the organization's record and the Sites tab, then Add site. Only the name is required; set the time zone, and fill in the address and a contact later.

How do I move a device to another site?

On the device, More actions, Change Site, pick the new site and Move device. One device at a time; the site's policies, maintenance windows, alert routing and reports then apply to it.

Do dynamic groups update themselves?

Yes. A dynamic group has rules (for example Hostname contains WH); a device that matches joins automatically, including devices enrolled later.

Can I save a filtered device list?

Yes. Build the filters (site, group, status, custom fields and more), then Saved views, Save current view, and give it a name.