How to Add Assets to a Group

How to Add Assets to a Group

Purpose:
Organise your assets by grouping them (e.g., by location, type, or department).

This helps in managing assets according to the category/department they are in.

1. Creating Group.

go to clients>>>client you want to create a group>>asset groups

Click on the Create child group.   (We always have a default group to accommodate all the assets in the client)




Input the name, then save the changes


2. To add assets to croup

  1. Navigate to Client in the left sidebar.

  2. Click on Asset Groups.

  3. In the middle panel, you will see a list of existing groups under Select Group (e.g., Default, sales,, fuel, etc.).

  4. You can just select the group you want to add assets to.
  5. A list of Available Assets (not currently in the group) will appear.

  6. Use the search bar to find your desired asset(s).

  7. Select the assets you want to add.

  8. Click on the move  arrow to complete the process


3. To add users to the monitor group assets.

Check the users you want to monitor the assets, then save.



You can also add a user to a group at the point of creation of the user.

The checked asset groups are the only ones the user can monitor/see



Result:
The selected assets will now appear under the chosen group, making them easier to manage and monitor collectively.

Would you like me to make a version of this with screenshots and formatting for your documentation system (e.g., for Confluence, Word, or a Help Center page)?

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