> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Categories and Custom Fields

> Organize assets with categories and capture additional data with custom fields

<Note>
  **Required role:** **Admin** to create and manage categories and custom fields.
</Note>

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.

## Create a category

<Steps>
  <Step title="Go to Settings">
    In the left sidebar, click **Settings**, then navigate to **Asset Categories**.
  </Step>

  <Step title="Add a new category">
    Click **Add Category**, enter a name, and optionally add a description and icon.
  </Step>

  <Step title="Save">
    Click **Save**. The category is now available when adding or editing assets.
  </Step>
</Steps>

## Add custom fields to a category

<Steps>
  <Step title="Open the category">
    In **Settings → Asset Categories**, click on the category you want to customize.
  </Step>

  <Step title="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
  </Step>

  <Step title="Save">
    Click **Save**. The custom field will now appear on the asset form for any asset in this category.
  </Step>
</Steps>

## Next steps

<Card title="Add an Asset" icon="plus" href="/assets/add-an-asset">
  Now that your categories are set up, create your first asset.
</Card>