This guide is for version two of the asset management feature. If the images below do not match your view, refer to the version one user guides.
Asset Management allows communities to track, manage, and monetize their community-owned assets like parking spots, storage facilities, or sporting equipment. In this user guide we will explain how to enable Asset Management permissions for your workspace and outline what each permission does.
1. Select Setup from the Welcome menu in the top right corner.
2. Pick Groups from the main menu.
3. Click the Edit icon (pencil) beside the group you want to enable permissions for.
4. Expand the Asset Management V2 Permissions section, check the box beside the relevant permissions, and click Save.
Note: There are different permission options for Staff Groups and Resident Groups.
Staff Permissions
When enabled the users will be able to perform the action for the whole community. (i.e., themselves, owners, tenants, board members etc.)
- Can Approve/Decline Community Asset Requests
- Can Create Assets and Community Asset Requests
- Can Delete Assets and Community Asset Requests
- Can Edit Assets and Community Asset Requests
- Can View Assets and Community Asset Requests
Resident Permissions
When enabled the users will be able to perform the actions for themselves and other users in their unit.
- Can View/Create/Update/Delete Assets and Community Asset Requests
Additional Resources
- Asset Management Overview
- Asset Management Request, Approval & Payment Process
- How to Request a Community Asset on Behalf of a Resident
- How to Approve, Decline or Delete a Community Asset Request