Creating Asset Groups

 

Asset groups enable you to associate a collection of assets for viewing and reporting. You can assign assets to a group via the Asset Group screen and the Desktop. To create a group, select the Assets tab in the Core Settings | Groups screen and then click the Create link. Enter the group name and description on the Details tab.

Use the Membership tab to add selected assets to a group. To add an asset to the group, click the Add link. Select an existing asset and click OK.

Use the Group Access tab to restrict access to members of support representative groups. This allows only those in the related support representative group to edit Asset records in the asset group (or any other asset record not included in an asset group). If configured, a support representative can select only his/her groups to add to an asset. Other unrelated groups could be present on an existing asset; these unrelated groups could be removed but not added. Click the Add link to select the groups. After saving, assets in the group will be available only to members of the selected support representative groups. Note that group access permissions only restrict the ability to open a record for group members (unless a member is the current owner); group access does not filter display of data in views, charts, and reports.

You can also do the following to add an asset to a group: