Asset Management
Track assets and tickets, best practices and how-tos
How to import assets
For entities migrating from alternate help desk platforms, the transition may involve the migration of extant tickets, user profiles, and assets.The recommended sequence for the importation of data is detailed hereunder. Please consult the provided links for comprehensive instructions on each pro...
How do I add asset management?
Only administrators can enable the asset management feature for your helpdesk.Steps for Administrators: Navigate to the admin settings. Select the "Add-ons & apps" section and then the “Get more add-ons” submenu to access the add-ons page. Locate the asset management option and click ‘view.’ ...
How do I import tickets and assets that are linked?
You are able to import linked assets and tickets while preserving their association. To do this, first you'll need to import the assets and then import the tickets.When importing tickets, you will need to map the columns from your CSV file with ticket's fields. One of the fields would be the asse...
Who can access Asset Management? Can I limit permissions by location?
Asset Management is an add-on to the ticketing system.All agents have read access to assets, and can create tickets for assets. In terms of managing assets (create, update, delete), only those with a Manager role or above (Admin and Owner) can manage assets. Learn more about the different user ro...