Create your first tenant, location, and group

NetLock RMM organises every device into a three-level hierarchy: tenant → location → group. A device cannot be approved into the console without one of each. This guide walks through creating the hierarchy from scratch, either manually or through the first-run Setup Wizard. Once finished you will have an empty tree ready to receive an agent.

Before you start

• You are signed in to the Console as a user with permission to manage tenants.
• Required permissions: tenants_enabled for the Manage Tenants page, plus the role flags that gate add-tenant, add-location, and add-group actions in your deployment.

Steps

Create the tenant

1. In the navigation, open Tenants.
2. On the Manage Tenants page, click the add affordance.
3. Fill in the tenant name and any required metadata. For an in-house IT team the tenant usually maps to the company; for an MSP it maps to one customer.
4. Save. The new tenant appears in the list and is empty — no locations, no groups, no devices yet.

Create the location

1. Select the new tenant in the list to enter its detail view.
2. Open Location Settings for the tenant.
3. Use the add-location affordance and enter a location name. Locations typically reflect a physical site — Berlin HQ, Remote Workers, Datacenter A.
4. Save.

Create the group

1. Inside Location Settings, open the newly created location.
2. Use the add-group affordance.
3. Enter a group name aligned to how the devices inside it will be configured — Workstations, Laptops, Servers, POS Terminals. A good rule of thumb is "one group per intended policy".
4. Save.

Tip: If a single policy applies to every device at a location regardless of role, one group per location is plenty. Only split groups when different policies will apply. It is easier to add groups later than to consolidate them.

Alternative — the Setup Wizard

On a fresh deployment, the Setup Wizard dialog opens the first time an administrator visits the Dashboard and runs through the same three steps as a single flow. If the wizard is still on screen, follow its prompts instead of navigating manually; the result is identical.

Verify it worked

• Manage Tenants lists the new tenant.
• Location Settings for that tenant lists the new location.
• Opening the location shows the new group in its group list.

Troubleshooting

• Add affordances are disabled. Your user account is missing one of the management permissions. Ask an administrator to grant tenants_enabled and the relevant add flags.
• The location or group fields reject a name. Names are typically unique per parent — a second Workstations group inside the same location is rejected. Rename or pick a different parent.

Related

• Chapter 4 — Tenants, Locations & Groups — full reference, including tenant settings, per-tenant exports, and hierarchy reorganisation.
• Guide H.1 — Deploy your first agent — installs an agent into the new hierarchy.
• Guide H.4 — Build and apply a policy — routes a policy to the new group.