# 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\
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2F4UPHyuIsT3vXniyzyG3O%2Fimage.png?alt=media\&token=f2e0201c-68a3-47fb-9bff-ae54381e9c0b)
2. An **Assign Asset** dialog box will open<br>

   <div align="left" data-with-frame="true"><figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FCipW2nEjaR7z7fnxo3dM%2Fimage.png?alt=media&#x26;token=e40785e1-0812-47e1-91a6-1caa7a151516" alt=""><figcaption></figcaption></figure></div>
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**\
  ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2F2IhdzBsV2NRjaH8MB3eq%2Fimage.png?alt=media\&token=21b57e45-d9ee-4ddf-ba70-7d8bb1df728a)\
  View own assigned assets<br>
* **My Team**\
  ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FWFC1wTBNw0v7mN4GOJzg%2Fimage.png?alt=media\&token=5bd1306b-5399-4c0e-8f17-5853ba793abe)\
  For Super Admin, all employees fall under the team, so all assigned assets are visible here<br>
* **Export Button** – Download asset report\
  ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FvGITJdI664k8LnRant5E%2Fimage.png?alt=media\&token=d742f609-be02-43e2-b3df-bdff08d7a53e)<br>
* **Import Button** – Upload assets in bulk\
  ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2F6nWoszYvUaW7JGac3rgt%2Fimage.png?alt=media\&token=2c7bcd97-9c1a-45a3-856f-f86674e28efb)<br>

  **Import Assets (Bulk Upload)**

  1. Click on **Import** button<br>

     <div align="left" data-with-frame="true"><figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FGCfsQQZ82oaEs0xD8eXV%2Fimage.png?alt=media&#x26;token=d0a5d466-e4a1-41ec-b0c4-6771faf43e49" alt=""><figcaption></figcaption></figure></div>
  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**\
   \
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FQmQuXS0WYIDTqs2NxpK9%2Fimage.png?alt=media\&token=77c0c761-2100-488d-9404-0be57223a4ac)<br>
2. Navigate to **Organization**\
   \
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FqIP2HVRFItXD3iehhpps%2Fimage.png?alt=media\&token=6ddd767f-ee53-40a4-a7a4-64e7759423d8)<br>
3. Select **Employee.**
4. Open the specific employee’s **Edit** section<br>

   <div data-with-frame="true"><figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2Fd9QphsPGc8bBOryFROuY%2Fimage.png?alt=media&#x26;token=bbb16f59-1ee5-4099-aaa6-a5da58f0a792" alt=""><figcaption></figcaption></figure></div>
5. Go to the **Permissions** tab<br>

   <div align="left" data-with-frame="true"><figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FkfKWxvcbLCIsm6UobmYu%2Fimage.png?alt=media&#x26;token=6e12378a-b132-4e65-a75f-54e8cede51fc" alt=""><figcaption></figcaption></figure></div>
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.**

<div data-with-frame="true"><figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FTDbrzUbnYTYnfTDhAdN3%2Fimage.png?alt=media&#x26;token=1d559875-4d18-4c74-9cee-3f3e0cc2d998" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FuS85GM7wGfZesq5pnCca%2Fimage.png?alt=media&#x26;token=5dfe7b1b-ed34-47f0-afb2-5c342871913f" alt=""><figcaption></figcaption></figure></div>

* **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.
