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Acknowledgments
SDAdmin and technicians with asset edit access can manage acknowledgments from Assets > Acknowledgments. They can filter acknowledgments based on statuses such as All Status, Acknowledgment Pending, Assets Received, and Assets not Received. They can ...
Home Page
Notifications Notifications alert technicians about events that happen in assets assigned to them while they are using the application. The notifications pop up on the top-right for 30 seconds. After closing the in-app notification pop-up, you can ...
Advanced Portal Settings
Design your technician portal and streamline a host of asset desk activities. In advanced portal settings, you can enable technicians to automate Zoho Directory synchronization settings and approval reminder configurations. Role Required: SDAdmin To ...
Roles
Roles define permissions that technicians require to access AssetExplorer Cloud. Roles are determined based on the various modules in the application. SDAdmin can create multiple roles and assign them to technicians. Multiple roles can be assigned to ...
Add New Contract
Role Required: SDAdmin, Users with Add permissions Go to Contracts tab and click New Contract. Alternatively, you can create a contract by using Quick Actions on the application header. Select the template for creating the contract and fill out the ...