Assign Assets to Users

Learn how to manage your users' assets on the go in AroFlo Field

Updated on May 3rd, 2024

You can assign assets to users so that you always know who's using which assets. For example, you can assign a van to the user who will be driving it for the day.

Assign assets to users:

  • From the main menu
  • via a user's profile (dependent on your user access permissions)
  • via an Asset Card using the Asset Shortcuts or the Users tab (see Asset Card)

 

Assign assets to users from the main menu

  1. Go to your company-owned (Manage > Assets) or client-owned (Accounts > Clients (client name) > Assets) assets list.
  2. Use the available options, e.g. Categories, Filters, and Search to find the asset you want (see Assets List for more information)
  3. Tap the asset name then tap Users (see image)
  4. Tap the checkbox next to the user's name. You can select or deselect multiple names.
  5. Tap Save and then tap (at top left) to return to the list of assets.
 

 

Assign assets to users via a user's profile

Depending on your user access permissions, you can assign assets to users via a user's profile:

  1. From the main menu, tap Manage > Users.
  2. Tap the user name you want.
  3. Tap More > Assets > (green plus button) > Add Asset
  4. Find the asset you want using the available options (see Assets List)
  5. Tap Select beside the asset name.

Remove an asset from a user

To remove an asset from a user, tap the x beside the asset you wish to remove > OK to confirm.

 
 

 

Assign assets via an Asset Card

You can assign a user to an asset from an asset card via the Asset Shortcuts or the Users tab. See Asset Card for instructions.