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.

The asset feature is available during the 14-day evaluation. When the evaluation expires, you must purchase a Web Help Desk license to access this feature. See Active your Web Help Desk license for details.

1. Click Assets > Search Assets.

2. Select the Basic Search tab.

3. 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.

4. Click Search.

   Your results appear in the bottom window.

5. Click an available asset to attach to the client.

6. Click in the Asset Basics tab to edit the asset properties.

7. In the Clients field, search and select the client for this asset.

8. Complete the remaining fields as required, and then click Save.

   The asset is assigned to the client.