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How to create and edit 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.

 

How to edit an Asset

  1. Go to 'Assets' in the left sidebar.
  2. Open an existing Asset you want to edit.
  3. Click 'Edit' on the section you want to update.
  4. Update the fields in that section.
  5. Click 'Save'.