---
title: "The AssetCenter Manual"
author: "Jeremy Francis"
url: "https://manual.assetcenter.app/2/assetcenter-manual"
---

# Welcome To AssetCenter!

Try AssetCenter today with a free account. We offer a free no credit card required account to try us out. 

We believe every organization deserves tools that make documenting and tracking assets simple. A software that gets out of the way and allows you to quickly track events, see upcoming expiration’s, and know when assets need to be replaced.

With AssetCenter, the life-cycle of an asset is recorded in a unified timeline so you can see everything that has happened to that asset.

The dashboard gives you a 30,000 foot view of your entire organization. Every asset, every subscription, every person and every location, all recorded and displayed in a unified recent events table.

AssetCenter gives you instant visibility into your organization. Start by creating asset and subscription categories, then add your assets, subscriptions, locations, and people. Want to move faster? Use our Excel import templates to bulk-import your data and be up and running in minutes.

Use this user manual as your reference guide as you navigate the app.

Lets get started with the sign up process.

The Sign Up Process

# Create an Account

Create you free account [here at our register page. ](https://my.assetcenter.app/register)

Sign up on the page with your name, organization name, email address and password.

  ![screenshot-2025-08-25_20-46-47.png](https://manual.assetcenter.app/u/screenshot-2025-08-25_20-46-47-m0AERu.png) 

Once you hit register you will be signed in to the home dashboard.

 ![screenshot-2026-03-25_17-02-50.png](https://manual.assetcenter.app/u/screenshot-2026-03-25_17-02-50-mGeAPp.png) 

From here you can create custom categories for assets and subscriptions. 

Then you will be all set to start entering your assets, subscriptions, people and location. Or use the bulk import page to download excel templates to quickly import your resources.

Your free account is free forever and it includes 25 assets and 1 user account.

# The Plans

AssetCenter offers flexible plan options from personal plans for home users to business plans to fully custom plans for the enterprise.

Every new account that signs up will start on the Personal Lite plan, it offers 25 assets, 10 subscriptions, 3 people and 1 location free forever no credit card required.

<table>  <tr>    
<th>Plans</th>        
<th>Starter</th>
<th>Growth</th>
<th>Professional</th>
</tr>  
<tr>    
<td>Cost</td>      
<td>$39 / Month</td>
<td>$129 / Month</td>
<td>$299 / Month</td>
</tr>  
<tr>    
<td>Assets</td>     
<td>250</td>
<td>1500</td>
<td>5000</td>
</tr>
<tr>    
<td>Subscriptions</td>      
<td>Unlimited</td>
<td>Unlimited</td>
<td>Unlimited</td>
</tr>
<tr>    
<td>People</td>    
<td>Unlimited</td>
<td>Unlimited</td>
<td>Unlimited</td>
</tr>
<tr>    
<td>Locations</td>    
<td>Unlimited</td>
<td>Unlimited</td>
<td>Unlimited</td>
</tr>
<tr>    
<td>Login Seats</td>    
<td>5</td>
<td>15</td>
<td>Unlimited</td>
</tr>
<tr>    
<td>Storage</td>    
<td>500 GB</td>
<td>2 TB</td>
<td>5 TB</td>
</tr>
<tr>    
<td>Support</td>    
<td>Basic Support</td>
<td>Priority Support</td>
<td>Priority & Onboarding Assistance</td>
</tr>
</table>
<hr>
## Subscribe to a plan

To sign up for a plan you need to have already created an account. Once you are logged in, click on the user avatar in the top right hand corner and select Plan & Billing from the dropdown.

From the Plan & Billing page press the start a 14 Day Free Trial button and this will take you to a page where you can sign up for a plan.

 ![screenshot-2026-03-25_17-19-41.png](https://manual.assetcenter.app/u/screenshot-2026-03-25_17-19-41-PHkZKL.png) 

Getting Started

# The Main Menu

The AssetCenter main menu is located in the top middle navigation bar. The AssetCenter logo opens the main menu. There is also a shortcut keyboard command. Ctrl/Command + K will open the menu.

The top search box is for quickly navigating to an asset, subscription, person or location. Just start typing and it will populate with the search results.

The Dashboard through To-do button are the main pages and can also be navigated to using the keyboard shortcut Ctrl/Commant + 1-6.

The reports turn your data into insight. Explore how assets, subscriptions, and costs move across your organization and export any report to Excel for deeper analysis or sharing.

 ![screenshot-2026-03-25_17-22-58.png](https://manual.assetcenter.app/u/screenshot-2026-03-25_17-22-58-Bxo6Kw.png) 

Navigating The App

# Custom Categories

In AssetCenter assets and subscriptions are grouped by categories. Categories are flexible and meant to be customized to the needs of your organization. They can be anything from small tools, pickup trucks, cell phones, laptops, or even office furniture.

Custom categories need to created first before you can enter assets or subscriptions.

To get started creating your custom categories, click on the blue + button in the top right corner and select either asset categories or subscription categories.

Now that you are at the category settings page press the Add Category button to create a category.

 ![screenshot-2025-08-25_22-09-55.png](https://manual.assetcenter.app/u/screenshot-2025-08-25_22-09-55-0oEiT9.png) 

<hr>

## New Category

Start by naming your category, and if needed give it a description. The category description only lives in the settings page but can be useful to help your team understand the purpose of a given category.

 ![screenshot-2025-08-25_22-16-34.png](https://manual.assetcenter.app/u/screenshot-2025-08-25_22-16-34-Bg2WZ6.png) 

<hr>

### Report Settings

If this is an Asset Category then Report settings is the next section.

#### End Of Life
The End of Life field is used to decide when assets in your organization are considered End of Life. Active assets will receive a red badge marked End Of Life and you will be able to filter to see just the assets that are currently end of life and need to be addressed. 

Enter the number of months or years after which an asset is considered end-of-life. Any asset in this category will automatically be marked as end-of-life once it reaches that age, based on its acquisition date.

#### Useful Life
The Useful Life field is measured in years and is used to calculate depreciation on assets.

 ![screenshot-2026-03-25_17-54-34.png](https://manual.assetcenter.app/u/screenshot-2026-03-25_17-54-34-sLt361.png) 

<hr>

### Email Notifications

Choose to receive email alerts for upcoming end-of-life assets, expiring warranties, or expiring contracts in this category. Use the dropdown to select how far in advance you’d like to be notified or not at all.

When you have filled out this page press the Add Category button at the bottom to create the category. You can then add custom fields to this category as this section will become available.

The next page will show you how to create custom fields.

# Custom Category Fields

Categories support custom fields so you can extend the asset or subscription to hold more details. For example maybe a category is a fleet of vehicles and you want to create a new field to hold odometer readings. Or you have a subscription for internet service providers and you need a field to hold the account pin code.

You can create as many fields as you want for a category. The field types that you can create are text field, number, date, checkbox, Yes/No/NA selector, and phone number. You can also mark if these fields are required so every new asset or subscription will require you to enter data in that field.

 ![screenshot-2025-08-25_23-36-27.png](https://manual.assetcenter.app/u/screenshot-2025-08-25_23-36-27-zdxRxh.png) 

# The Dashboard

The dashboard is the main home page. It provides a centralized, real-time view of your organization’s assets, subscriptions, people, and locations. 

The dashboard can be customized by pressing the customize button. This will allow you to re-order the cards on the page as well as hide the ones you do not want to see. The customization will be saved to your user profile for that organization and will persist until changed again.

## Top Cards Key Metrics At A Glance

At the top of the dashboard, summary cards display high-level counts for:

- Deployed vs Available Assets – A snapshot of how many assets are currently assigned compared to those in inventory.
- Deployed vs Available Subscriptions – Visibility into active licenses versus unused or available subscriptions.
- Active People – The number of people currently tracked in the system.
- Active Locations – The number of locations managing or housing assets.

The hamburger buttons on the assets and subscriptions cards will allow you to select what categories to include in the card.

## Todo Card

The My To-dos card gives you a quick glance at the to-dos that are assigned to you. This allows you to manage your to-dos directly from the dashboard without having to go to the To-dos page.

## Asset Pie Chart

The asset pie chart allows you to visualize the number of assets deployed by category, deployed by manufacturer, or the status.

## End Of Life Assets

The End of Life assets card allows you to see the upcoming and / or currently end of life assets. The dropdown allows you to select how far ahead to include upcoming end of life assets.

## Subscription Cost

The subscription cost card plots the amount of money your organization has paid in recurring subscriptions. The dropdown allows you to select how far back you want the chart to go and the hamburger button allows you to select which categories to include in the sum. This allows you to chart your subscription cost trends over time.

## Expiring Warranties and Contracts

The expiring warranties and contracts cards are similar. They both show upcoming expirations for assets its warranties and for subscriptions its contracts. Again the dropdown selects how far ahead to look to include expirations and the hamburger button allows you to toggle to see already expired warranties or contracts.

## Recent Activity

Recent Activity gives you a true 30,000-foot view of your organization. Every event across assets, subscriptions, people, and locations is captured in one unified timeline so you can instantly see what’s happening, who’s involved, and where work is happening across your team.

# Mobile App

AssetCenter does not yet have a mobile app that you can install from the app store. However you still have the ability to install AssetCenter on your phone or tablet using a method called PWA mode (Progressive Web App).

To install AssetCenter go to [the site and login.](my.assetcenter.app) 

## iPhone Install Directions

To install on an iPhone press the ... menu in the bottom right corner of Safari.
Select the first option Share, then scroll down to the + Add To Home Screen button. Finally press the Add button to add the icon to your home screen.


 ![InstalliOS.jpg](https://manual.assetcenter.app/u/installios-wLCX1V.jpg) 

# Tips & Tricks

Keyboard Shortcut to the Main Menu is Command + K on Mac and Control + K on Windows

To quickly enter today's date on any date field, click on the date field and press the letter t on the keyboard.

All of the main pages have keyboard shortcuts.
- Dashboard page is Ctrl/Command + 1
- Assets page is Ctrl/Command + 2
- Subscriptions page is Ctrl/Command + 3
- People page is Ctrl/Command + 4
- Locations page is Ctrl/Command + 5
- To-dos page is Ctrl/Command + 6

Adding New

# Adding Assets

To add assets, subscriptions, locations, or people you always will press the blue + button in the top right hand corner. In the menu that pops up, select Asset.

## Asset Details

To add an optional image of your asset select the Choose File button in the image section. 

Next it is required you select a category. If you have not setup any categories yet, go to the [custom categories](https://manual.assetcenter.app/2/assetcenter-manual/19/custom-categories) page to learn how to setup categories.

Fill out the rest of your asset details, the name column is the only other required field in this section. If you want to record the condition of your asset select the appropriate option from the Asset Condition dropdown.

## Asset Acquisition

The acquisition section is where you record details about how you got the asset. First enter the type was it purchased, gifted, leased, etc. Then you can fill out the fields for that acquisition type.

The salvage value is used for calculating depreciation. The salvage value is what the asset will be worth at the end of its useful life.

## Component

Sometimes an asset is not a standalone item but a component that belongs to a larger asset. For example, you may be building a golf club piece by piece—the shaft is an asset on its own, but it also belongs to the complete Golf Club asset. Another example is a custom PC, where the motherboard is tracked as an asset but is also part of the overall PC asset. When this applies, check the box to mark the asset as a component of another asset.

Once checked a selector will become available so you can connect this asset to its parent asset.

The second checkbox labeled "Include Cost in Parent Asset" is used for including this asset's cost in the cost calculation for the parent asset. 

## Warranty

If this asset is under warranty you can record it here. Enter the name, cost, start date and end date of the warranty.






# Adding Subscriptions

To add assets, subscriptions, locations, or people you always will press the round + button in the top right hand corner. In the menu that pops up, select Subscription.

## Subscription Details

First select a required category. If you have not setup any categories yet, go to the [custom categories page](https://manual.assetcenter.app/2/assetcenter-manual/19/custom-categories) to learn how to setup categories.

Fill out the rest of your subscription details, the name column is the only other required field in this section.

Next choose your billing type, this is required and will open up more columns to fill out based on the type. Your options are Subscription, Lifetime Purchase, and Free.

If this subscription is a recurring subscription charge select Subscription, if this subscription is a one time upfront purchase select Lifetime Purchase and if this subscription is free select the free option.

### Subscription

A subscription billing type will open up Billing Details and Contract sections. The billing details will allow you to enter bill start date, payment interval, cost and license quantity. 

The payment interval is how often you pay this bill, is it paid monthly, quarterly, yearly, or up front in a lump sum.

The cost box has a selector so you can select if the cost is a lump sum amount or if the cost should be calculated per license.

The contract details allows you to enter a contract term or how long the contract is. The options are 1 to 5 years. Then you can enter the start and end date for the contract. 

### Lifetime Purchase

Lifetime purchase billing type will open up Billing Details and allow you to enter purchase date, cost and license count.

# Adding People

To add assets, subscriptions, locations, or people you always will press the round + button in the top right hand corner. In the menu that pops up, select Person.

## Person Details

To add an optional image of the person select the Choose File button in the image section.

Next fill out the details section, the first and last name fields are required. 

If this person does not belong to your organization you can select the external person checkbox. A new field will appear allowing you to enter the name of that persons organization. On that persons profile they will have a badge marking them as an external person.

# Adding Locations

To add assets, subscriptions, locations, or people you always will press the round + button in the top right hand corner. In the menu that pops up, select Location.

## Location Details

To add an optional image of the location select the Choose File button in the image section.

Next fill out the details section, the name field is required.

The Type field is designed to designate what type of location this is, a headquarters, yard, home, remote office, etc.

The temporary checkbox is used when this location has an end date. When the temporary box is checked a location end date field will appear so you can enter an end date.

Managing Existing

# Managing Assets

## Overview

The Overview section provides complete details of the asset.

The first row displays key identifiers and status information, including the asset’s category, asset tag, condition, ownership duration, and current status.

The second row highlights the asset name.

The third row includes the remaining asset details along with any custom fields specific to the asset’s category.

The fourth row summarizes all cost-related information, including the purchase price, warranty cost, and any event costs such as repair or maintenance expenses associated with the asset.

 ![screenshot-2025-08-27_20-33-33.png](https://manual.assetcenter.app/u/screenshot-2025-08-27_20-33-33-H1EAlm.png) 

<hr>

## Current Assignments

The Current Assignments section includes a toggle: by default, it shows the assigned person and/or location, and switching the toggle displays any subscriptions linked to the asset.

Along with the name, this section will also include a badge indicating how long it has been since the assignment was made.

 ![current-assignments.png](https://manual.assetcenter.app/u/current-assignments-bo9EnP.png) 

<hr>

## Timeline

The timeline documents the complete lifecycle of each asset from acquisition through lifecycle events, to-dos, and notes, to final decommission. Every activity is recorded in one place, and each timeline entry can be edited with a single click.

Comments and attachments are supported on all timeline entries. Click on any item to edit it and you can make comments or upload attachments. Timeline items with comments will show a comment bubble icon and items with attachments will show a paperclip icon on the activity line.

 ![timeline.png](https://manual.assetcenter.app/u/timeline-YN4trl.png) 

<hr>

## Actions Button

The actions button in the top right corner is how you manage the asset. This is the only button on the page by design. Any action you need to perform on the Asset is done in the actions button.

 ![screenshot-2026-03-25_18-15-13.png](https://manual.assetcenter.app/u/screenshot-2026-03-25_18-15-13-L5IrL0.png) 

The To-do button is for recording a To-do on that asset. If something needs to be completed in the future by you or someone else this is where you create it. For example a phone needs a screen replacement, you can create a To-do for that needed repair.

The Events button is for tracking the lifecycle of the asset. The system comes with Accidental Damage, Broken, Maintenance, Repair and Vandalism. These events can be customized and you can create your own in the Asset Events setup page.

The Quick Note button is simple and straightforward. It will create a timeline entry that is a simple note. Use this for recording things like informational one off events on the asset.

Under the assignments dropdown you can assign a person, a location, subscriptions, or a storage location

Under the lifecycle dropdown. Edit Asset Details is where you update the base details of the asset such as name, manufacturer, model number, etc. 

The new acquisition button is for updating the ownership information of the asset. For example a vehicle is under lease and you purchase it. The new acquisition would be the purchase.

The add or renew warranty button is for adding or renewing a warranty on that asset.

Update physical condition is for recording the condition of the asset, these can be customized but the default options are Excellent, Good, Fair, Poor and Broken.

Decommission events are for retiring the asset from use in your organization. This will remove any current assignments and update the status to whichever event you choose retired, sold, lost, etc. This item is now considered no longer in use and it will have limited options in the actions menu.

# Managing Subscriptions

## Overview

The Overview section provides complete details of the subscription.

The first row displays the category and the status.

The second row highlights the subscription name.

The third row displays the type of subscription and the cost.

<hr>

## Current Assignments

The current assignment section lets you toggle between the people, location and asset assignments on this subscription.

Along with the name, this section will also include a badge indicating how long it has been since the assignment was made.

 ![screenshot-2026-01-06_21-04-14.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-04-14-jwMMkI.png) 

<hr>

## Timeline

The timeline documents the complete lifecycle of each subscription from purchase through billing updates, to-dos, contracts, assignments and notes. Every activity is recorded in one place, and each timeline entry can be edited with a single click.

Comments and attachments are supported on all timeline entries. Click on any item to edit it and you can make comments or upload attachments. Timeline items with comments will show a comment bubble icon and items with attachments will show a paperclip icon on the activity line.

<hr>

## Actions Button

The actions button in the top right corner is how you manage the subscription. This is purposely the only button on the page. Any action you need to perform on the subscription is done in the actions button.

 ![screenshot-2026-01-06_21-07-24.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-07-24-08ZUHH.png) 

The To-do button is for recording a To-do on that subscription. If something needs to be completed in the future by you or someone else this is where you create it. For example the subscription is coming up for renewal and you need to contact the company to negotiate new pricing. This is where you would create the to-do.

The Update Billing button is for any changes that occur to the subscription. You need to add more licenses or the price changes. You would record the change in the update billing section.

The Quick Note button is simple and straightforward. It will create a timeline entry that is a simple note. Use this for recording things like informational one off events on the subscription.

Under the assignments dropdown you can update the current assignments of people, locations and assets.

Under the lifecycle dropdown. Edit Subscription Details is where you update the base details of the subscription such as name, vendor, plan type, etc.

Add / Renew Contract button is for adding or renewing a contract on the subscription.

# Managing People

## Overview

The Overview section provides complete details of the person.

The first row displays title, department and status.

The second row highlights the persons name.

The third row displays address, email, phone number and organization.

The fourth row displays costs associated with the person.

 ![screenshot-2026-01-06_21-23-21.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-23-21-gQdJ9n.png) 

<hr>

## Current Assignments

The current assignment section lets you toggle between the assets, subscriptions and locations assigned to this person.

Along with the name, this section will also include a badge indicating how long it has been since the assignment was made.

 ![screenshot-2026-01-06_21-27-35.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-27-35-YsT6BD.png) 

<hr>

## Timeline

The timeline documents everything that has been associated with this person. Every asset, subscription, and location. Including events this person was responsible for such as accidental damage to an asset. Every activity is recorded in one place, and each timeline entry can be edited with a single click.

Comments and attachments are supported on all timeline entries. Click on any item to edit it and you can make comments or upload attachments. Timeline items with comments will show a comment bubble icon and items with attachments will show a paperclip icon on the activity line.

<hr>

## Actions Button

The actions button in the top right corner is how you manage the person. This is purposely the only button on the page. Any action you need to perform on the person is done in the actions button.

 ![screenshot-2026-01-06_21-36-10.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-36-10-eehFSa.png) 

The To-do button is for recording a To-do on that person. If something needs to be completed in the future by you or someone else this is where you create it. For example a person in your organization comes to you with a broken cell phone and they need a replacement or repair. You can make a to-do for that person to follow up and get the phone fixed.

The Quick Note button is simple and straightforward. It will create a timeline entry that is a simple note. Use this for recording things like informational one off events on the person.

The Set Active / Inactive flag will change the status of the person. It will not change any assignments.

Under the assignments dropdown you can update the current assignments of assets, subscriptions and locations.

Under the lifecycle dropdown. Edit Person Details is where you update the base details of the person such as name, address, etc.

# Managing Locations

## Overview

The Overview section provides complete details of the location.

The first row displays the type and status.

The second row highlights the locations name.

The third row displays address.

 ![screenshot-2026-01-06_21-47-06.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-47-06-Zr2uHT.png) 

<hr>

## Current Assignments

The current assignment section lets you toggle between the assets, subscriptions and people assigned to this location.

Along with the name, this section will also include a badge indicating how long it has been since the assignment was made.

 ![screenshot-2026-01-06_21-47-46.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-47-46-FeXSUR.png) 

<hr>

## Spaces

If you add spaces to the location in the actions button, the Spaces section will appear below the current assignments. Spaces are essentially sub locations inside a location. They can be anything from a room, to a space, to a floor or anything else. Spaces can be assigned to other resources allowing more granularity on where an asset is for example.

 ![screenshot-2026-01-06_21-50-20.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-50-20-5VCteE.png) 

<hr>

## Timeline

The timeline documents everything that has been associated with this location. Every asset, subscription, and person. Every activity is recorded in one place, and each timeline entry can be edited with a single click.

Comments and attachments are supported on all timeline entries. Click on any item to edit it and you can make comments or upload attachments. Timeline items with comments will show a comment bubble icon and items with attachments will show a paperclip icon on the activity line.

 ![screenshot-2026-01-06_21-52-54.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-52-54-kqA611.png) 

<hr>

## Actions Button

The actions button in the top right corner is how you manage the location. This is purposely the only button on the page. Any action you need to perform on the person is done in the actions button.

 ![screenshot-2026-01-06_21-53-25.png](https://manual.assetcenter.app/u/screenshot-2026-01-06_21-53-25-LLdfwY.png) 

The To-do button is for recording a To-do on that location. If something needs to be completed in the future by you or someone else this is where you create it. For example your organization is leasing an office and you need a reminder to contact the leasing company before the lease expires. This is where you would setup that to-do.

The Quick Note button is simple and straightforward. It will create a timeline entry that is a simple note. Use this for recording things like informational one off events on the person.

The Set Active / Inactive flag will change the status of the location. It will not change any assignments.

Under the assignments dropdown you can update the current assignments of assets, subscriptions and people.

Under the lifecycle dropdown. Edit Location Details is where you update the base details of the location such as name, address, etc.

The Add Space button is where you create a sub location for this location. See the Spaces section up above for more details.

Settings

# Organization

The organization settings page is where you manage this organization. AssetCenter is designed to support multiple organizations associated with your email address.

Multiple organizations are useful if you use the same email address for multiple companies in the case you are a consultant. Or in the case of large companies you may use different organizations for departments in your company. For example the IT department has an organization and the vehicle department has another organization.

## Current Organization

The current organization card allows you to add a logo to your organization or change its name.

## Login

The login card allows you to change the authentication method you use to login to AssetCenter. When you first sign up with AssetCenter you will create an account using the built in authentication system. 

If your organization uses Google or Microsoft for single sign-on, switching is simple.

With one click, Switch to Google or Switch to Microsoft replaces AssetCenter’s built-in login with your chosen provider.

Important: Before switching, make sure the email address you used to create your AssetCenter account is a Google or Work or School Microsoft email. Personal Microsoft accounts are not supported.

After making the change you will not be able to login if your email provider is not Google or a Work or School Microsoft account.

## Export

The export card allows you to export all of your data to excel. It has 4 buttons to choose the data you want to export. Either Assets, Subscriptions, People or Locaions

## Organization Data

If you want to fully shutdown your AssetCenter account you can do so by deleting your organization. 

If this is the only organization your email address is linked to your user login account will also be deleted.

Organization can only be deleted if they do not have an active subscription, if you currently have a subscription you will need to first cancel and then you will be able to delete your organization. WARNING this can not be undone.


# Users

The users settings page is how you manage all of the users in this organization. You can also invite new users to be part of your organization.

Clicking on the edit button next to any user will open a window where you can manage that user.

You have the ability to add an avatar image, change their name, change their avatar color and phone number.

This window also provides security options. You have the ability to choose if they are an admin or a user.

Other options in this window are timezone. Send a password reset and require the user to have 2 factor authentication.

## Security

Admins:
- Full access to the app.

Users:
- Can only edit their own user.
- Granular user permissions
-  Read only access to the Plan & Billing page
- All other settings pages hidden

## User Permission

- Select what resources the user can create in the app
- Select what setup pages the user has access to
- Limit the user to specific asset or subscription categories


# Plan and Billing

The plan and Billing settings page is where you manage your subscription to AssetCenter.

It will tell you which plan you are currently on and give you a readout of how many resources you are using and how many are provided in your current plan.

There is a button to change your plan.

Finally any invoices that have been generated will be listed in the Invoices card as PDF's you can download.

# Bulk Import

The bulk import page is where you can bulk import resources into AssetCenter. This can be done anytime, this is not just for when you first get started with us. For example if you purchase 20 F-150 pickups, the Imports page is a great way to quickly get them uploaded into the system.

The imports page has 4 tabs, Assets, Subscriptions, Locations and People. Each resource type is uploaded separately. We provide Excel import templates for you to add your resources to and then upload them to this page.

You can download the templates from the bulk import page, the is a selector in the top right corner.

## Importing

Importing is a 3 set process. First you upload the completed excel template file into the Step 1 Uploader.

Then in step 2 press the Validate Import button to look for any errors in the excel file. If any issues are found they will be listed below telling you which row in the spreadsheet had a problem and what the problem is.

If no errors are found you can proceed to step 3 Import the Assets. Press the Process Import button and it will start importing the resources into AssetCenter.

When completed you will get a success popup message. 

## Asset Import Options

When importing assets there are 3 options available. You can have the system automatically create categories in the app if they do not exist. The other two options are the same for people and locations. You can have it automatically create upon import any people or locations that do not exist in the app.

### Asset Custom Fields

The assets import template supports custom field imports. If you have custom fields on your category you can import to those custom fields using the assets import template excel file. For example you are importing Dell Laptops and you have setup a custom field for the Service Tag. 

To get this import to work all you need to do is add a new column at the end of the template using the header name that matches the custom field name and it will import the data in that row to the custom field.

# Asset Categories

The asset categories settings page is the first step to get AssetCenter setup. Before any Assets can be setup in the system you first need to create categories.

AssetCenter out of the box does not include any categories. This is by design so that you can tailor it to your specific use case and industry. If you are using it for IT you will setup Laptops, Desktops, Phones as categories. If you are using this for a fleet of vehicles you may use Cars, Light Trucks, SUV's are categories. Its fully flexible to however you plan to use the system.

For detailed instructions on how to setup a category visit the [Custom Categories page](https://manual.assetcenter.app/books/2/pages/19/edit)


# Asset Events

Assets go through 3 stages acquisition or how you purchased the asset, lifecycle the events that happen during the life of the asset and decommision how you stopped using the asset.

AssetCenter comes pre-populated with many events in all 3 stages. For acquisition the app comes with Purchased, Financed, Leased, Rented, Gifted, Donated, Inherited, and Awarded.

For Lifecycle the app comes with Accidental Damange, Broken, Maintenance, Repair, and Vandalism.

For decommission the app comes with Lost, Recycled, Retired, Sold and Stolen

We also provide you with condition events that also live on this page. The condition events are for providing a snapshot of the condition of the asset at a point in time. The pre-populated conditions are Excellent, Good, Fair, Poor and Broken.

All of the events in the system are fully customizable and you can even create your own.

## Custom Fields

Similar to  categories, asset events allow you to customize the fields on the event. Maybe you need to track Odometer reading at the time of the event or the version of software running on the device. The custom fields on events allow you significant flexibility in creating events. The fields available to custom fields on asset events are, text box, number, date, checkbox, Yes / No / NA selector, phone number and large textbox.



# Subscription Categories

The subscription categories settings page is the first step to get AssetCenter setup. Before any Subscriptions can be setup in the system you first need to create categories.

AssetCenter out of the box does not include any categories. This is by design so that you can tailor it to your specific use case and industry. If you are using it for IT you will setup ISP's, and Software as categories. If you are using this for a fleet of vehicles you may use Infotainment System, Charging Network, Self Driving as categories. Its fully flexible to however you plan to use the system.

For detailed instructions on how to setup a category visit the [Custom Categories page](https://manual.assetcenter.app/books/2/pages/19/edit)