Set Up Wizard

Setting up your account is made easy using our Setup Wizard!

After signing up for an account, the first step is to setup wizard. Input the details about the company’s assets. Before proceeding to the Main Dashboard, the following categories need to be filled out:

1. Company
2. Locations
3. Sub Locations
4. Categories
5. Custom Fields and Database
6. Features
7. Complete

Company

• Company Details
  • Company: input the name of the company.
  • Country: this is auto-populated from the country registered in creating the account.
  • Address 1: input the street address of the company.
  • Address 2: input the apartment, suite, or space number of the company.
  • City: input the city where the company is located.
  • State/Province: input the state/province where the company is located.
  • Zip/Postal Code: input the zip/postal code of the company’s address.
• Timezone & Currency
  • Timezone: input the timezone where the company is located.
  • Currency: input the currency being recognised or used by the company.
  • Date Format: from the drop-down menu, select the option for the date format used/preferred by the company.
  • Time Format: from the drop-down menu, select the option for the time format used/preferred by the company.
  • Financial Year Begins on: input the date when the financial year starts for the company.
• Company Logo (Optional): the signee has an option to upload the company’s logo.

Once the Company details have been inputted, click Continue to save the data and proceed to the next category.

Locations

On the screen, select Add New Location. Then, enter the data about the new site.

• Location: input the location of the asset to be registered.
• Location Status: input the location status of the location to be registered.
• Description: input the description of the location to be registered.
• Address 1: input the street address of the location to be registered.
• Address 2: input the apartment, suite, or space number of the location to be registered.
• City: input the city of the location to be registered.
• State: input the state of the location to be registered.
• Zip/Postal Code: input the zip or postal code of the location to be registered.
• Country: input the country of the location to be registered.

Once all information has been typed in, click Add to save the details.

Sub Location

The sub-location is a subset of locations.

On the screen, select Add New Sub Location. Enter the data about your new sub-location in the fields.

• Location: select the location from the drop-down menu.
• Sub - Location: input the sub-location to be added.

Then click Add to save.

Then click Continue to save the data and proceed to the next category.

Categories

You can add the categories and check the most commonly used asset.

Then click Continue to save the data and proceed to the next category.

Custom Fields and Database

Fill in the appropriate fields for your asset database.

Then click Continue to save the data and proceed to the next tab.

Features

The Features section helps you to customise the ideal asset tracking.

Then click Continue, to save the data and proceed to the next tab.

Complete

After clicking continue, you will be redirected to a page where it notifies you that the setup wizard is complete.

Once you are on this page, select Complete and you will be directed to the main platform.