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Initial Setup for System Administrators

This guide covers the essential system-level configuration for a new Asset Manager implementation. Complete these steps before inviting your team.

Company Settings​

Configure your organization's regional preferences under Options > System Overview — including Default Time Zone, Currency Symbol, and Personnel Name Format.

See Company Settings for full details.

User Setup​

User accounts are managed from the People section. Each person record has an Account tab where you can create a user account and assign a system role.

See User Management for the full list of roles and their access levels.

Next: Have your Data Administrator continue with Initial Setup for Data Administrators to configure locations, categories, and asset data.