Deployments
A Deployment represents a physical site or installation where devices are located. Deployments are the primary way to organize devices geographically and control access to them.
What is a deployment?
Section titled “What is a deployment?”Think of a deployment as a location:
- A warehouse running autonomous mobile robots
- A factory floor with production equipment
- A customer site where you provide maintenance services
- A hospital wing with medical devices
Every device belongs to exactly one deployment. Users can have different roles and access levels across different deployments.
Creating a deployment
Section titled “Creating a deployment”Navigate to Deployments and create a new one. Configure at least a name, address, and timezone. All further options — default assignees, notifications, machine data, and customer portal — are found under Settings.
Access control
Section titled “Access control”User access to a deployment is managed through Deployment Roles. A user must have an explicit role on a deployment to access its devices and data. A Workspace Admin is automatically given an Admin deployment role on existing and future deployments (which can also be removed per deployment).
See Roles & Permissions for details on deployment roles.
Managing deployments
Section titled “Managing deployments”Moving devices between deployments
Section titled “Moving devices between deployments”A device can be reassigned to a different deployment if it has been physically relocated. Its complete history is preserved. See Managing Devices.
Moving parts between deployments
Section titled “Moving parts between deployments”Spare part stock can also be moved from one deployment to another (you select the source and target deployment). See Stock & Incoming.
Deleting a deployment
Section titled “Deleting a deployment”A deployment can only be deleted when all of the following conditions are met:
- No started work orders
- No open cases
- No devices
Move or close these items first before deleting a deployment. Deleting requires workspace edit rights.
Next steps
Section titled “Next steps”- Settings — Site, default assignees, machine data, and customer portal
- Notifications — Configure notifications per deployment
- Shared Deployments — Deployments from customer workspaces
- Managing Devices — Organize devices within a deployment