Assets & inventory
Track inventory — laptops, monitors, licenses — with custom and built-in fields, CSV import/export, bulk operations, and links from assets to the requests that touch them.
- Where:
- Admin → Assets
- Permission:
- MANAGE_ASSETS
- Updated:
- July 2026
Overview
- The assets module is feature-flag gated per org — enable it from Admin → Assets before it appears.
- Each asset carries built-in fields (status, assignee, and more) plus custom fields you define (text, number, date, select, boolean).
- Import and export assets via CSV, and run bulk operations across a selection.
- Link assets to requests so an agent can see which hardware or license a ticket is about, with assignment history and full audit logging.
Step by step
- 01
Turn on the module
Admin → Assets. Enable the assets feature for your organization. Admins with the Manage assets permission can configure it.
- 02
Define your fields
Add custom field definitions (text, number, date, select, boolean) on top of the built-in fields, and configure which built-in fields you use.
- 03
Load your inventory
Import existing inventory from CSV, or add assets manually. Export any time. Use bulk actions to update status or assignment across many assets at once.
- 04
Link assets to requests
From a request, link the relevant asset so the agent has context. Assignment changes are tracked in the asset's history and the audit log.