How to Add and Assign Assets

The Assets App enables you to add and manage all company assets in one centralized place. Once an asset has been created, it can be assigned to a specific employee, making it easy to track ownership, monitor usage, and maintain accountability across your organization.

Step 1: Open the Assets App
From the BizEdge launchpad, click on the Assets app and then click the Add Asset button at the top right corner of the dashboard.

Step 2: Select Asset Type
Choose whether you are adding an Asset or a Vehicle. Once selected, a form will appear for you to fill in the relevant details about the asset.

Step 3: Fill in Asset Details
Complete the form with as much detail as needed. The app includes a list of pre-added asset types to choose from. If your preferred asset type is not available, navigate to Settings and create a new one under the Asset Type and ID section before proceeding.

Step 4: Save the Asset
Once all the required details have been filled in, click Save. The asset has now been successfully created and will appear in your Assets list.

Step 5: Assign the Asset
To assign the asset to an employee, go to the Assets section on the dashboard and select the relevant asset type and asset. Click the three-dot menu (⋯) on the right, select Assign Asset, enter the assignee's name and the assignment date, then click Assign to complete the process.

Step 6: Update or Reassign Assets
Assets can be updated, reassigned, or reassigned to a different employee at any time directly from the Asset dashboard.