Asset Roles provide a smart way to categorise your gear. Define a Primary Role for what an asset is (e.g., ‘Light Vehicle’) and a Secondary Role for its current use (e.g., ‘Office Vehicle’). This improves organisation, reporting, and allocation across your business.

This guide covers:

• Understanding the difference between Primary and Secondary Roles.
• Assigning an existing role to an equipment item.
• Creating a new Asset Role from an asset’s profile.

By defining clear roles, you’ll make managing and reporting on your company’s assets a whole lot easier. Good onya!