Manage your asset inventory

Where: Dashboard → Assets → Inventory, or open Inventory.

Who: admins, or members whose department has access to the Assets module.

Assets found by your connected integrations (cloud resources, accounts, code repositories) appear automatically. See Connect an integration.

Add a custom asset

For things no integration knows about, such as on-prem servers or office devices:

1. Open Inventory and go to Custom Assets.
2. Click Add custom item and fill in:
   • General information: Identifier, Asset Name, Asset Type, Approval Status, Description
   • Association information: Departments, Owner
   • Compliance information: Review frequency, Classification level, Asset severity, Contains user data, and whether it contains ePHI
3. Click Create.

To add many at once, click Import, download the template ("Click here to download the template"), fill it in and upload it (Excel or CSV).

Assign owners and details

• Click an asset to edit it.
• Select several assets and use Assign Bulk Owner, Assign Departments or Assign Description.
• Assign Owner to All Records sets one owner across the list; uncheck any records you want to leave out.

Seeing accounts that shouldn't be there? Click We can help on the Inventory page.