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Configuring Assets

Select from the following to help configure the Assets functionality:

Roles and permissions

The permissions applicable to the Assets module are described in the following table:

Permission…

Allows users to...

Asset

View, create and update assets.

AssetReferenceData

View, create and update Asset reference data.

AssetSystem

View, create and update asset systems (for example: heating systems).

Refer to Managing Roles for further information.

System settings

The Asset Component Tree Auto Unique Number setting in System Options (accessed by navigating to Tools > System Options and then clicking the System Options button) contains the only setting directly applicable to the Assets functionality.

Reference data

The Asset reference data (accessed by navigating to Functions > Asset > Asset) contains all of the reference data relevant to the Asset module.

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