Skip to content

Adding an asset

Step

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

Step

From the site inbox, click the Switch to Manage Mode button.

Step

Click Assets on the manage sidebar.

Step

Click the +New button at the top right of the page.

Step

Fill in the asset's details:

Asset name

Make sure the name is easily identifiable. If you have multiple assets, consider numbering them or using an ID, serial number, or registration number.

Photo(optional)

Upload a photo of your asset to help with clearer identification.

Step

Select the Type(s) for this asset. You may have requirements set up against these types.

Tip

To view the requirements set up against a type, select the ellipsis (…) icon next to it.

Can't find a type that describes your asset?

Contact support for assistance with setting up new asset types.

Step

Under Located at, choose where the asset is located. By default, the asset will be located at the site you selected in Step 1, but you can change the location here if needed.

Step

Click Save asset at the bottom of the page.