Quickstart Guide
Learn how to set up your organization, invite users, and configure your first locations.
Quick Answer
Start in Settings — create your Categories, Item Types, and Cost Centres before adding any assets.
Getting your organization set up takes just a few minutes.
Setup steps
1
Create your organization
When you first sign up, name your organization. This establishes your dedicated workspace.
2
Add Categories and Item Types
Go to Settings and create Categories (e.g., Electronics) and Item Types within them (e.g., Laptops, Monitors). Define what you own before adding assets.
3
Build your Cost Centre tree
Set up Cost Centres in Settings. They're hierarchical — create parent departments and nest sub-departments as deep as you need.
4
Invite your team
Head to the Users tab to invite team members and assign them roles.