How to Set Up Assets

Before you can start adding assets, you need to configure a few components. Follow the steps below to set up everything in the right order.

1. Asset structure

Asset structure includes both registers (e.g., Properties, Equipment) and hierarchy levels (e.g., Building → Floor → Room). This structure defines how your assets are organised. You must create at least one register and one level.

2. Custom fields

Decide what kind of information should be collected for each asset. These fields will be used when creating templates.
Create a Field

4. Asset templates

Once you have at least one hierarchy level and the necessary fields, you can start creating templates. They define how an asset will look and behave. You can create multiple templates, and you must create at least one.
Create an Asset Template

5. Create an asset

Once your templates are ready, you can start creating assets from them.
Create an Asset

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