Admin asset actions

User groups

This page describes how to:

• Add new user groups (with user groups, you can define who will have an access to assets)
• Assign categories and configure asset category settings (defines how assets are shown in map)
• Add and edit tags (information to assets)
• Add new subcontractors to service requests

These actions are available for admin users in you organization – you can access them via ‘Organization settings’.

How to add a new user group (A)

• Enter Organization Settings in the left Navigation Panel
• Click on the User Groups section
• Enter a User Group name and select members to this group

Categories

You can add new asset categories via asset directly or under organization settings.

Assign Categories (B)

• Enter Organization Settings in the left navigation panel
• Click the Categories section
• Enter a category name and select the user group which you want to provide an access to this category
  • Note! Only users in this group will be able to access assets belonging to this category.

You can also add categories via assets!

Configure a asset category

You can define how the assets belonging to a particular category are visible on the map via each asset category (enter the category list and expand the category details by clicking the ⌄-sign next the the category name).

• Edit the category name (A)
• Select the user group, whom the category is visible to (B)
  • Note! Only users in this group will be able to access assets belonging to this category.
• Set Zoom level (C) – Zoom level 1 indicates visibility at maximum zoom out, while zoom level 20 indicates absolute zoom-in in order to see the asset category.
• Define whether you want to show the asset title and markers on the map  (D)
• With opacity and line thickness you can define how visible the line & area assets are on the map (E). Note that if both are near zero the assets might be too invisible.
• Select an icon & a color for the asset category (F)

Tags

• You can add new tags via organization settings or via assets. Select the name and the color for the tag.
  • Tip! Group your tags by giving them the same color.

Service request subcontractors

• Add subcontractors to a service request via ‘Subcontractors’
• Details which can be added to subcontractor:
  • Name: will be visible in work order list
  • Email: Email address where the service request is sent to
  • Description: Text field – only visible in the Settings -page