NOTE: Only the Subscriber or a person under the User License with Admin user group can perform the actions in the Settings area.


Assets could be buildings, apartments or office spaces looked after by a real estate management company or a small business plumbing service who needs to keep a regular check on the critical fittings for hot water plumbing or gas plumbing used in its customer locations.

It is important to remember that to create an asset, you need to know the asset type first. The association between an asset and its asset type is very important in reflecting the hierarchical relationships the assets acquire in their real world.

NOTE: Only the Subscriber or a person under the User License with Admin user group can perform the actions in the Settings area.

STEP 1 Go to Asset Settings from the Assets workspace.

STEP 2 In the Types tab on the context menu, you can view the default asset types already available to you. You can edit them and associate them with the required custom field groups, but you cannot delete them.

So by creating your own asset types, you can manage their details and custom fields as needed.

STEP 3 Add the new asset types for the wide range of assets you maintain and manage for your customers, and if you need to have specific fields to be filled in for this asset type, then you can also add custom fields at this point.

To know more about custom fields for assets, see Create Custom Fields for Assets.

As highlighted in the screen above, Assets 0 indicates that there are no assets created for this asset type at the moment. As new assets are created of this asset type, the counter keeps incrementing.

Once the new asset type is saved, you will see them added in the dropdown option for the Type field during asset creation creation as shown below:

Next up, see how to create assets of different asset types to reflect your customer's physical infrastructure Create an Asset.

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