Asset Settings - Overview

Learn about the settings that control the behavior of assets

Updated on September 6th, 2024

The table below provides an overview of the site admin settings that control the behavior of assets in Office and Field.

Click the blue links on the left to access full instructions for configuring each setting.

 
Setting Description
Asset Types Create asset types to define which custom fields are available to each asset.
Custom Fields Set up extra fields for recording additional information on the asset card.
Task Asset Fields Set up extra fields for recording additional information on assets added to tasks.
Allow Editing Assets in Field Check this box to allow field users to edit asset details.
Default Asset Note Restrictions Set the defaults for who has access to asset notes.