Assign an existing asset to a client
You can assign assets (such as printers and computers) to clients in your Web Help Desk system. Using this process, a tech can identify and connect to a client asset to diagnose and resolve an incident or problem.
- In the toolbar, click Assets.
- Below the toolbar, click Search Assets.
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Select the Basic Search tab.
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In the tab window, select or enter the appropriate criteria to locate the asset.
To locate the asset using a specific set of conditions, click the Advanced Search tab and enter your search criteria.
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Click Search.
Your results appear in the bottom window.
- Click an available asset to attach to the client.
- Click
in the Asset Basics tab to edit the asset properties.
- In the Clients field, search and select the client for this asset.
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Complete the remaining fields as required, then click Save.
The asset is assigned to the client.