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Required role: Admin to create and manage categories and custom fields.
Categories group similar assets together (e.g., HVAC, IT Equipment, Furniture). Custom fields let you capture additional information specific to each category — for example, “IP Address” for network equipment or “Tonnage” for HVAC units.

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Create a category

1

Go to Settings

In the left sidebar, click Settings, then navigate to Asset Categories.
2

Add a new category

Click Add Category, enter a name, and optionally add a description and icon.
3

Save

Click Save. The category is now available when adding or editing assets.

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Add custom fields to a category

1

Open the category

In Settings → Asset Categories, click on the category you want to customize.
2

Add a custom field

Click Add Field and configure:
  • Label — the name of the field (e.g., “IP Address”)
  • Type — text, number, date, dropdown, or checkbox
  • Required — whether the field must be filled in when adding an asset
3

Save

Click Save. The custom field will now appear on the asset form for any asset in this category.

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Next steps

Add an Asset

Now that your categories are set up, create your first asset.