> For the complete documentation index, see [llms.txt](https://help.pletox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pletox.com/assets.md).
# Assets
This module allows organizations to:
* Record assets provided to employees
* Track assignment, due dates, and returns
* Control access based on employee roles and permissions
* Import and export asset data for reporting and audits
The Assets module is **access-based**, with clearly defined permissions for **Super Admin** and **Employees**.
### Super Admin Access & Workflow:
#### Super Admin Permissions:
By default, the **Super Admin** has **full access** to the Assets module.
Super Admin can:
* View all assigned assets
* Create new asset entries
* Edit existing asset records
* Delete asset records
* Import assets in bulk
* Export asset reports
#### Super Admin Workflow
**Accessing the Assets Module**
1. Login as Super Admin
2. Navigate to **Assets** module from the main menu
**Assign Asset Process**
1. Click on the **Assign Asset** button\
2. An **Assign Asset** dialog box will open
3. Enter the following details:
**Mandatory Fields**
* **Employee Name** – Selects the employee to whom the asset is being assigned.
* **Given Date** – Date on which the asset is issued to the employee.
**Additional Fields**
* **Asset No** – Unique identification number of the asset.
* **Asset Name** – Name or type of the asset being assigned.
* **Description** – Additional details or notes about the asset.
* **Due Date** – Expected return date of the asset.
4. Click **Add** to complete the process
The asset will now be linked to the selected employee and visible as per access permissions.
**Assets Module Header Options (Super Admin)**
At the top of the Assets module, Super Admin can see:
* **My Self**\
\
View own assigned assets
* **My Team**\
\
For Super Admin, all employees fall under the team, so all assigned assets are visible here
* **Export Button** – Download asset report\
* **Import Button** – Upload assets in bulk\
**Import Assets (Bulk Upload)**
1. Click on **Import** button
2. Choose on your Assets File.
3. Click Import
4. All asset entries will be created in bulk based on the uploaded file
**Filters Available**
Super Admin can filter asset data using:
* **Search** – Filters asset records using keywords.
* **Given Date** – Filters assets based on the asset issue date.
* **Return Date** – Filters assets based on the asset return date.
* **Employee** – Filters assets for the selected employee.
* **Company** – Filters assets based on the selected company.
* **Location** – Filters assets based on the selected location.
* **Department** – Filters assets based on the selected department.
* **Group** – Filters assets based on the selected group.
* **Category** – Filters assets based on the selected asset category.
* **Clear Button** – Resets all applied filters and displays the full asset list.
### Employee Access & Permissions
#### Employee Permission Configuration
Employee access to the Assets module is **fully configurable** and controlled through individual permission toggles.
#### How to Give Asset Access to an Employee
1. Go to **Settings**\
\
2. Navigate to **Organization**\
\
3. Select **Employee.**
4. Open the specific employee’s **Edit** section
5. Go to the **Permissions** tab
6. Under **HR Settings**, locate **Assets**
7. Enable the required permission toggles
#### Available Permission Toggles
Each permission works independently. Employees can perform only the actions that are enabled.
**View Permissions.**
* **View (My Self)** – View only own assigned assets
* **View (My Team)** – View assets of team members
* **View (My All)** – View assets of all employees
**Action Permissions**
* **Create** – Assign assets
* **Edit** – Modify asset details
* **Delete** – Remove asset entries
After enabling the permission, click the **Save** button located at the **bottom of the permission page** to apply the changes.
### Employee Workflow (Based on Permissions)
* Employees can access the **Assets module** only if enabled
* Visible records depend on the **View permissions**
* Employees can:
* View assets
* Assign assets (Managers can **assign assets to their team members**.)
* Edit asset records
* Delete asset records\
**only if the respective toggle is enabled**
Employees without Create/Edit/Delete access will have **view-only** access.