You need permission to view assets to open this page. Creating, editing, and deleting categories each need the matching permission for asset classifications. Changing archival settings needs permission to update assets.
Open asset settings
Click Settings at the bottom of the sidebar, then under Resources, click Assets.Asset categories
Asset Categories lists every category with its color, its description, and how many assets use it. Default categories show a Default badge.Create a category
1
Open the form
Click Create Custom Category.
2
Fill in the details
- Category Name (required) — for example, “Vehicles” or “Medical Equipment”
- Description — optional
- Color — pick a color or enter a hex code. The default is
#3b82f6.
3
Save
Click Create.
Edit or delete a category
- Edit — click the pencil icon next to a category, change the name, description, or color, and click Update.
- Delete — click the trash icon, then confirm. You can’t undo this.
Restore default categories
Click Reset Defaults, then click Restore. Relyant adds back any default categories that are missing. Your custom categories and any edits to existing default categories are kept.Archival settings
Under Archival Settings, turn on Require approval to archive to make archiving an approval step. When it’s on, archiving an asset creates an approval request. The asset is archived only after the request is approved. This setting is off by default and saves as soon as you change it. To choose who approves archival requests, add a rule on the Asset Archival tab in approval settings.Related
Categories and custom fields
Use categories when you organize assets.
Approvals
Review pending archival requests.