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How to create an Asset

This article explains how to add new assets

Applies to user roles: Account Owner, Manager

Available on platforms: Vatix Workspace web app

Note: Before you create an Asset, make sure at least one field has been added in the Asset Layout Editor. Learn more in this article.

To create an Asset:

  1. Go to 'Assets' in the left sidebar.
  2. Click 'New'.
  3. Enter the Asset name.
  4. Click 'Create'.

The Asset record will open immediately, and you can then start filling in the Asset details.