Create asset types and add your assets to manage your unmonitored devices. To manage your asset types, asset fields, and individual assets, see Manage custom assets

Note: Some features (Asset warranty) and flows (new Asset Inventory experience) described below are being rolled out gradually and may not yet be available in your account. If you’re not using the new Asset Inventory experience, you can continue to add and manage assets from Admin > Data management > Custom assets.

Asset types

Asset types categorize your assets, making tracking, managing, and auditing assets easier. Once an asset type is created, you can add assets to it. The Asset types tab includes two Default types, which are used for asset creation for newly-installed agents.
Note:

• Admin users can create asset types. Learn more
• Expert plan users can create up to 5 custom asset types. Master plan users can create up to 20 custom asset types. Enterprise plan users have no limit.
• Growth plan users can create up to 5 custom asset types. Power plan users can create up to 20 custom asset types. Superpower plan users have no limit.
• Asset types are listed in alphabetical order within the Asset types tab.

Asset fields

Asset fields provide supplementary information about an asset to simplify management and tracking. Each asset type comes with fixed default fields that cannot be altered or removed (Asset name, Status, Purchase date, Warranty expiration date, Description, Site, Folder, and User). You can also add and manage your own custom fields (e.g., Link, Condition).

Asset fields provide supplementary information about an asset to simplify management and tracking. Each asset type comes with fixed default fields that cannot be altered or removed (Asset name, Status, Purchase date, Warranty expiration date, Description, Customer, Folder, and Contact). You can also add and manage your own custom fields (e.g., Link, Condition).

Note:

• Admin users can create unlimited asset fields.
• Asset fields are listed in alphabetical order within the Asset fields tab.

Default types

There are two default asset types: Workstation and Server, that are automatically mapped to each device type (Windows PC, Mac, Linux, Windows Server):

• Workstation asset type is mapped to Windows PC or Mac devices.
• Server asset type is mapped to Windows or Linux server devices.

These default asset types are used to automatically create assets for newly-installed agents when no existing asset matches the device's serial number. See Link assets and devices

Note:

• Default asset types cannot be deleted and names of default asset types cannot be changed.
• Custom fields can be added and removed from Default asset types.

Create asset types

To create an asset type:

1. From Asset inventory (on the sidebar), click Manage assets > Asset types.

Note:  If you’re not using the new Asset Inventory experience, you can continue to add and manage assets from Admin > Data management > Custom assets.

The Asset settings page appears.

2. From the Asset types tab, click New asset type.

3. Enter the asset type name (top left of page).

Note: Each asset type contains required default fields, which cannot be edited or removed. We recommend adding your own asset fields to include more details about your assets. 

4. Drag available asset fields into the asset type template, or click New field to create a new field.

You can manage asset fields from the Custom Assets page > Asset fields tab.

5. Click Create (top right of page).

Your new asset type appears on the Asset settings page.

You can click on the Actions dropdown menu to manage your asset types and fields

Create asset fields

1. Click Admin > Data management > Custom assets.

The Custom Assets page appears.

2. From the Asset fields tab, click New field.

The Create asset field window appears.

3. Enter the field title.

4. Select the field type from the dropdown menu:

• Text*: Select to add text.
• Multi-line text: Select to add multiple lines of text. Tap the Enter key to skip lines.
• Number*: Select to add a number.
• Date: Select to add a date (format is DD/MM/YYYY). 
• Checkbox: Select to add a checkbox. 
• Dropdown*: Select to add a dropdown list. Click the plus symbol to add the required values.
• Link: Select to add links.
• Password: Select to add passwords.

5. Check the Required box if you want to set this as a required field.

6. Click Create.

Note:

• Field types marked with an asterisk (*) require a default value.
• Once created, the asset field type cannot be edited.
• To continue adding asset fields, click Create > Create and add another.

Add assets

Once you've created asset types, it's time to start adding assets. You can add assets from the Asset inventory page, Custom Assets page, the Site page > Assets tab, or User page > Assets tab. You can also import assets in bulk

Once you've created asset types, it's time to start adding assets. You can add assets from the Asset inventory page, the Custom Assets page, the Customer page > Assets tab, or Contact page > Assets tab. You can also import assets in bulk

To add assets:

1. From Asset inventory (on the sidebar), click + New asset.

Note:  If you’re not using the new Asset Inventory experience, you can continue to add and manage assets from Admin > Data management > Custom assets.

The Asset page appears.

2. Enter the asset name and fill out the fields: 

• Asset type: Select the asset type. This field cannot be changed once the asset has been created.
• Serial number: Enter the asset serial number to enable device linking and warranty syncing. A valid serial number is required for purchase date and warranty expiration date to auto-populate.
• Status: Select the asset status from the dropdown menu (In use, In stock, Purchased, Damaged, Retired).
• Site: Select the site (required for all added assets).
• Customer: Select the customer (required for all added assets).
• User: Select the user (required for all added assets).
• Contact: Select the contact (required for all added assets).
• Folder: Select the folder (disabled until a site is selected).
• Folder: Select the folder (disabled until a customer is selected).
• Purchase date: Enter the purchase date (format MM/DD/YYYY).
• Warranty expiration date: Enter the warranty expiration date (format MM/DD/YYYY).
• Description: Enter an asset description.

Note: Purchase date and warranty expiration date may populate automatically for supported manufacturers when a valid serial number is entered.

3. Fill out any custom fields you may have.

4. Click Create (top right).

The asset is added.

Add assets from the Site page

To add assets from the Site page:

1. From Sites, select your site. The Site page appears.

2. From the Assets tab, click New asset.

The Asset page appears.

3. Enter the asset name and fill out the fields: 

• Asset type: Select the asset type. This field cannot be changed once the asset has been created.
• Serial number: Enter the asset serial number to enable device linking and warranty syncing. A valid serial number is required for purchase date and warranty expiration date to auto-populate.
• Status: Select the asset status from the dropdown menu (In use, In stock, Purchased, Damaged, Retired).
• Site: Select the site (required for all added assets).
• User: Select the user (required for all added assets).
• Folder: Select the folder (disabled until a site is selected).
• Purchase date: Enter the purchase date (format MM/DD/YYYY).
• Warranty expiration date: Enter the warranty expiration date (format MM/DD/YYYY).
• Description: Enter an asset description.

4. Fill out any custom fields you may have. Then click Create.

The asset is added.

Add assets from the Customer page

To add assets from the Customer page:

1. From Customers, select your customer. 

The Customer page appears.

2. From the Assets tab, click New asset.

The Asset page appears.

3. Enter the asset name and fill out the fields: 

• Asset type: Select the asset type. This field cannot be changed once the asset has been created.
• Serial number: Enter the asset serial number to enable device linking and warranty syncing. A valid serial number is required for purchase date and warranty expiration date to auto-populate.
• Status: Select the asset status from the dropdown menu (In use, In stock, Purchased, Damaged, Retired).
• Customer: Select the customer (required for all added assets).
• Contact: Select the contact (required for all added assets).
• Folder: Select the folder (disabled until a customer is selected).
• Purchase date: Enter the purchase date (format MM/DD/YYYY).
• Warranty expiration date: Enter the warranty expiration date (format MM/DD/YYYY).
• Description: Enter an asset description.

4. Fill out any custom fields you may have. Then click Create.

The asset is added.

Add assets from the User page

To add an asset from the User page:

1. From Sites, select your site. 

The Site page appears.

2. Select the user.

The User page appears.

3. From the Assets tab, click New asset.

The Asset page appears.

4. Enter the asset name and fill out the fields: 

• Asset type: Select the asset type. This field cannot be changed once the asset has been created.
• Serial number: Enter the asset serial number to enable device linking and warranty syncing. A valid serial number is required for purchase date and warranty expiration date to auto-populate.
• Status: Select the asset status from the dropdown menu (In use, In stock, Purchased, Damaged, Retired).
• Site: Select the site (required for all added assets).
• User: Select the user (required for all added assets).
• Folder: Select the folder (disabled until a customer is selected).
• Purchase date: Enter the purchase date (format MM/DD/YYYY).
• Warranty expiration date: Enter the warranty expiration date (format MM/DD/YYYY).
• Description: Enter an asset description.

5. Fill out any custom fields you may have. Then click Create.

The asset is added.

Add assets from the Contact page

To add an asset from the Contact page:

1. From Customers, select your customer. 

The Customer page appears.

2. Select the contact.

The Contact page appears.

3. From the Assets tab, click New asset.

The Asset page appears.

4. Enter the asset name and fill out the fields: 

• Asset type: Select the asset type. This field cannot be changed once the asset has been created.
• Serial number: Enter the asset serial number to enable device linking and warranty syncing. A valid serial number is required for purchase date and warranty expiration date to auto-populate.
• Status: Select the asset status from the dropdown menu (In use, In stock, Purchased, Damaged, Retired).
• Customer: Select the customer (required for all added assets).
• Contact: Select the contact (required for all added assets).
• Folder: Select the folder (disabled until a customer is selected).
• Purchase date: Enter the purchase date (format MM/DD/YYYY).
• Warranty expiration date: Enter the warranty expiration date (format MM/DD/YYYY).
• Description: Enter an asset description.

5. Fill out any custom fields you may have. Then click Create.

The asset is added.

Auto-populate warranty details

You can connect supported manufacturers to automatically populate purchase date and warranty expiration date for your assets. Once connected, warranty details are synced when a valid serial number is entered, helping keep your asset data accurate and up to date. For more information, see Asset warranty