Device Management

Managing your devices in Herd is simple and intuitive. This guide will walk you through the various actions you can perform on the Devices page.

Understanding the Devices Page

The Devices page is your central hub for managing all browsers and headless devices connected to your Herd account. Here you can:

• View all your connected devices
• Register new devices
• Access device registration URLs
• Delete devices you no longer need

Viewing Your Devices

When you visit the Devices page, you’ll see a list of all your registered devices. For each device, you can view:

• Device name
• Status (active or inactive)
• Device ID
• Device type (browser or headless)
• Last active timestamp

Devices with an active status will display a pulsing green indicator, while inactive devices will show a gray status indicator.

Registering a New Device

To add a new device to your Herd account:

1. Click the Register New Device button at the top of the Devices page
2. Enter a name for your device (or use the suggested name)
3. Select the device type:
   • Browser: For devices with a visual interface such as your own browser
   • Headless: For devices running in headless mode (for docker and kubernetes deployments)
4. Click Register Device
5. A registration URL will be generated - use this URL to connect your device to Herd

The registration URL will be stored locally in your browser, allowing you to access it again later if needed.

Accessing Registration URLs

If you need to access a previously generated registration URL:

1. Find the device in your devices list
2. Look for the “Registration URL available” indicator
3. Click the View URL button
4. The registration URL will be displayed in a modal window

This is particularly useful if you need to reconnect a device or share the registration link with team members.

Deleting a Device

To remove a device from your Herd account:

1. Find the device you want to delete in your devices list
2. Click the Delete button for that device
3. Confirm the deletion in the confirmation dialog

Please note that deleting a device is permanent and cannot be undone. The device will be removed from your account, and any stored registration URLs for that device will be cleared from your local storage.

Device Status

Devices in Herd can have different statuses:

• Active: The device is currently connected and ready to use
• Inactive: The device is registered but not currently connected

An active device can be used immediately for automation tasks, while inactive devices need to be reconnected before use.

Best Practices

Here are some tips for effective device management:

• Use descriptive names for your devices to easily identify them
• Regularly clean up unused devices to keep your dashboard organized
• Store registration URLs securely if you plan to share them with team members
• Check the “Last Active” timestamp to identify devices that haven’t been used recently

By following these guidelines, you’ll be able to maintain an organized and efficient device management system in Herd.