Tagging, Filtering, and Sorting Sites

Follow this procedure to tag, filter, and sort customer sites within the Global Site Manager (GSM).

  • Tagging — Allows admins to group sites together based on a shared attribute, called a tag. Tags are assigned to each site.
  • Filtering — Allows admins to filter customer sites with based on the tags that were assigned to each site. Additionally, admins can filter sites based on the site name or site comments.
  • Sorting — Allows admins to sort based on site view headings.
  • Searching — Allows admins to search sites by site name.
  • Paging Through — Allows admins to determine the number of rows each page displays, and to page through when the number of rows exceeds the number determined. 

To tag a site:

  1. Access the GSM at my.webrootanywhere.com.



  2. On the site where you want to add tags, click the More Info button.



  3. At the bottom of the panel, in the Tag List field, add as many tags as needed.



    You can create tags based on any or all of the following:
    • The type of company, such as medical, construction, or transportation.
    • The time zone, geographic location, country, or language.
    • The account manager's name, the IT person's name, or the name of your main contact.
    Note: You can tag a site as many ways as needed, however, you can only filter based on a single tag.
  4. After you add each tag, click the Add button.



  5. To remove a tag, click the X to the left of each tag.



  6. When you're done, click the Save Tags button.



To filter sites:

  1. Access the GSM at my.webrootanywhere.com.



  2. Click the Filters button.



    The system displays the Filters menu, where you can select the filters you want to apply.




  3. Select the checkboxes for any filter you want to apply, as described in the following table. You can select multiple checkboxes to apply multiple filters.
    CHECKBOXDESCRIPTION
     Status

    Select any or all of the following statuses:

    • Protected
    • Needs Attention
    • Expiring
    • Expired
    • Suspended
    • Deactivated
     Keycode Type

    Select either or both of the following keycode types:

    • Full
    • Trial
     Site Seats

    Select any or all of the following number of seats:

    • Less than 50
    • 50 - 100
    • 101- 250
    • 251 - 500
    • More than 500
    Active Devices

    Select any or all of the following active devices:

    • Less than 50
    • 50 - 100
    • 101- 250
    • 251 - 500
    • More than 500
     Billing Cycle Select any or all of the following billing cycles: 

     Annually

    • Quarterly
    • Monthly
    • Weekly
    • Not applicable
     Created By

    Select any email address of the person who created that site.

    Note that if there are more than six email addresses, there is a scroll bar to the right of the list. 
     Tags

    Select any tags that have been created and applied to a site.  

    Note that if there are more than six email addresses, there is a scroll bar to the right of the list. 
  4. Do any or all of the following, as needed:
    • To hide the Filters menu, click the Filters button. If you have any filters applied, the number of filters displays in a blue circle.
    • To clear all of the filters, click the Clear All button. The Clear All button only displays if you have selected any checkboxes.
    • To clear the filters for a particular section, click the Clear button next to the name of that section. The Clear button only displays if you have selected checkboxes in that section.




To sort sites:

  1. Access the GSM at my.webrootanywhere.com.
  2. Click the Up or Down Arrow to the right of each heading to sort on the following columns:
    • Status
    • Name
    • Devices
    • Seats
    Note: Click to the right of the heading to display the Up or Down Arrow.




    The system sorts in ascending or descending order, based on the type of information in each column. For example, lowest to highest number, or alphabetical.
     

To search for sites:

  1. Access the GSM at my.webrootanywhere.com.



  2. In the Search field, enter the name of the site you want to find.



    If needed, you can enter a partial name, and the system will display all sites that fit that criteria. For example, if you remember that part of the site name was "Brown" but don't remember the rest of the name, enter Brown. The system displays all sites that have "Brown" in the name.




  3. When you are done searching, click the X in the Search field to clear it. The system displays all sites.



To page through sites:

  1. When the number of sites is 50 or more, the system displays the Rows Per Page selector in the upper right corner. From the Rows Per Page drop-down menu, select one of the following to determine how many rows display per page:
    • 50
    • 100
    • 250
    • All




    Note: Your performance will improve in speed if you select a number of pages to display rather than selecting All.
  2. When the number of rows displayed is 50 or more, the following functionality is available:
    • At the bottom left, use the Page Selector to move forward or back through the pages.
    • At the bottom right, the Total Page Overview displays what page you are on and how many pages there are in total.