Assets can be associated with employees and spaces.
- Employees may need to have particular assets, for example, multiple employees may need Ergo Chairs in their workspaces.
- Spaces can have particular assets associated with them. For example, some of your hoteling desks will be a sit-stand desk and when this asset is associated with the space then your employees to be able to quickly find these when making a booking.
You can complete this association via:
- Associate Employees or Spaces to Asset Manually
- Associate Employee or Space to Assets in Bulk via an Import
Directly from the floor map, see Update Space Assets from the Floor Map to learn how to add assets to spaces from the floor map.
Associate Employees or Spaces to Asset Manually
From the main menu, click Manage icon and then click the Assets tab. Here you'll find a complete list of assets.
From the asset list, click on the Asset Name. The asset details dialog displays.
To add an employee, click the + Employee button, or to add a space, click the + Space button.
In this example, after the +Employee button was clicked the employee search displays. In the search field, enter the employee's name and then select their name.
Note: Remove an employee or space, select an entry and then click the X icon and you can remove employees or spaces in bulk. Select multiple entries and then click the Remove button.
Associate Employee or Space to Assets in Bulk via an Import
Follow the steps to associate the employee with an asset(s).
Step 1. Export the Assets
Click the More Actions icon and then click Download CSV.
Open the CSV file in Microsoft Excel and then set up the import with the following columns:
|Column Name||Description||Column Required?|
Employee's company email.
When you have multiple emails then separate the email addresses by semi-colons. For example:
When you have multiple spaces then separate the space codes by semi-colons. For example:
Note: You can download a sample CSV at the end of this article.
Step 2. Import the CSV File
Click the More Actions icon and then select Import Assets to Employees.
When prompted, you can upload the CSV file, do this either drag and drop the CSV file on to dialog or click the browse link to navigate to and select the CSV file.
The CSV file is ready to be imported.
Click the Import button. The data from the import will be merged with the existing data.
You'll see an import summary when the import is complete.
Step 3. Check the Import History
If need you can view your asset import history.
Click the More Actions icon and then select Import Assets.
From the Import Assets dialog, click the Import History link to display the history.