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Asset Approval Process

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Updated at Nov 21, 2024
By Kali Patrick

Table of Contents

Prerequisites Approve or Deny Assets Automatically Approve from Known IP

Related Docs

  • About the Assets & RMM Tab/Page
  • Manually Create an Asset

Syncro's Asset Approval feature puts all newly-created Assets into a pending list, where you can approve or deny them. You can also choose to automatically approve all assets from a WAN IP for any assets that are created from a known location.

Prerequisites

Check the two RMM Settings related to this feature: 

  • Require Asset Approval (Required) 
  • Auto Approve Assets from Known IPs (Optional) 

Global Admins can view the Pending Assets page and approve/deny assets by default.  However, you must check the “Assets - Assets Pending Approval” box in Security Settings to provide other Syncro Users with access to the page where they can approve/deny pending assets. (Find this under Admin > Security Groups, Edit.)

If you'd like to be notified about Asset Approvals, you can create notifications related to:

  • RMM Asset - Pending Approval
  • RMM Asset - Approved
  • RMM Asset - Denied

Approve or Deny Assets

When a new asset has been added and is pending approval, follow these steps to approve/deny:

  1. Navigate to the Assets & RMM tab/page.
  2. Click Pending Approval:
    Note: This button only displays when pending assets are available.
    Syncro displays the Assets Pending Approval page, where you can see some general information about the asset:
  3. Click the green checkmark to approve, or the red X to deny.

Tip: You can search for assets by Name or Customer, as well as use the checkbox in the header row to bulk approve or deny pending assets.

If the asset is approved, Syncro automatically displays it in the Assets table. The next time the asset syncs, Syncro will pull in all of the device's information. This takes approximately 15 minutes after the asset is approved.

If the asset is denied, Syncro will remove the asset from the page and trigger that the agent be removed from the device.

Notes:

  • Until an asset is approved, the policy settings are empty. Paid add-ons will not be installed nor incur charges until the asset has been approved.
  • Pending assets will not have all their information until they've been approved. Until then you'll see general information to help you determine whether it is to be approved or denied.
  • Once the asset has been approved, Syncro will sync all policy information (system tray, antivirus, etc.).
  • If an asset was deleted in Syncro, it will have to be re-approved when the agent is reinstalled.

Automatically Approve from Known IP

If the "Auto Approve Assets From Known IP' box is checked in the RMM settings, the WAN IP is already known and an agent has that IP address, Syncro automatically approves any assets created within the same IP and adds them asset to the Assets table:

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