Adding an Asset

Needing to add a new asset? Follow the guidance below!

Step 1

From My Dashboard, click on "Pick workspace" and select the site where you want to add the asset.

Step 2

From the site inbox page click the 'Switch to Manage Mode' button

Step 3

Click 'Assets' on the manage sidebar:

Step 4

Hit the '+New' button at the top right of the page.

Step 5a

Fill out the details of the asset

Asset Name: Ensure the name is easily identifiable. If you have multiple assets, consider numbering them or using an ID, serial number, or registration number.

Photo (Optional): Feel free to upload a photo of your asset to help with clearer identification.

Step 5b

Type(s): Select what type of asset this is. You may have requirements setup against these types, select the (...) button to see this.

Cant find a type that describes your asset? Contact support with assistance on setting up new Asset Types

Notes (Optional): Feel free to add any additional information in this section

Step 5c

Located at: By default, the asset will be assigned to the site you selected in Step 1. However, you can change the location here if needed.

Step 6

Once done, click 'Save asset' at the bottom of the page.

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