Skip to main content

Managing Assets

  • Updated

[image]


Adding an Asset

  • Click the '+Add' button above the right side of the table.
  • Enter asset name, along with any other required details
  • Click 'Submit' to create your asset

Modifying an Asset

  • Click the 'Edit' button at the right end of the table.
  • Change the required fields and click 'Submit' to save your changes

Deleting an Asset

  • Click the 'Delete' button at the right end of the table.
  • Click 'Ok' on confirmation popup to delete.


Bulk Actions -

CSV Export

If your account has this function activated, you will see an 'Export CSV' button available above the asset table (see image).

Clicking the Export button will download a CSV containing all your assets and important details.

  • Click 'Export CSV' to download all asset data.

CSV Import

If your account has this function activated, you will see an 'Import CSV' button available above the asset table (see image).

  • Click 'Sample CSV' to get a template for your import.
  • Input required details and save file as .csv
  • Click 'Import' and select file to upload (csv files only)
  • Click 'Submit' to being Import
  • You will receive an email confirming succeess / error once import has been completed. 

By default, the import will ignore any assets which already exist in the system (recognised by Asset Name)

Bulk Asset Modification

Using the import function you can also modify details of existing tags.

The 'modify' flag allows you to override existing data, which can be  very useful when you need to bulk edit assets.

Note that this is an additional permission and should only be provided to users which require the functionality as modification is not reversible.

  • Click 'Export CSV' to grab current asset details
  • Click 'Sample CSV' to get a template for your import
  • Copy data from the Export into the relevant columns in the Sample CSV
  • Modify Asset details as required and save file as .csv
  • Click 'Import', select file to upload (csv files only)
  • Tick the 'modify' flag and Click 'Submit' to begin import
  • You will receive an email confirming succeess / error once import has been completed.