Flexible Assets
Flexible Assets let you document any kind of client infrastructure that doesn't fit the built-in asset types — wireless networks, SSL certificates, email tenants, vendor portals, backup configurations, and more. You define your own asset types (called layouts), each with exactly the fields you care about, then create records against them.
Flexible assets are kept separate from RMM-synced hardware assets, so your hardware inventory stays clean while you capture everything else here.
Asset Layouts (admins)
Navigate to Settings → Assets → Asset Layouts (/settings/assets/layouts).
A layout is a reusable asset type. Each layout has a name, an optional description, an icon and color, and an ordered list of fields.
To create one, click New Layout and:
- Give it a name (e.g. "Wireless Network"), and optionally an icon, color, and description.
- Add fields with Add Field. Each field has a label, a type, an optional help text, and a Required toggle.
- Drag the grip handle to reorder fields — this is the order they'll appear on the record form.
- Save the layout.
Supported field types:
| Type | Use for |
|---|---|
| Text / Text area / Rich text | Short or long free text |
| Number | Numeric values |
| Date | Calendar dates |
| Dropdown (single / multi) | A fixed set of options you provide |
| Checkbox | Yes/no values |
| URL / Email / Password | Links, addresses, and masked values (see the note below) |
| Section heading | A non-editable divider to group related fields |
| Linked asset / credential / document / contact | A reference to another record |
The Password field type only masks its value in the interface — it is not encrypted at rest like the dedicated Credentials module. Store real secrets (admin passwords, API keys) in Credentials, and use the Password field type only for low-sensitivity values you want hidden from casual view.
You can deactivate a layout to hide it from the new-record picker without deleting it. A layout that still has records cannot be deleted — remove or reassign its records first.
Flexible Asset records
Navigate to Assets → Flexible Assets (/flexible-assets).
The list shows each record's Name, Layout, Client, and Status. Use the search box to find records by name and the layout filter to narrow to a single type.
Click New Flexible Asset, choose a layout, give the record a name, optionally associate a Client, and fill in the fields — the form is built automatically from the layout. Open any record to view its details, Edit it, or Delete it.
Flexible assets also appear in the global search bar (top of the app), so you can jump straight to a record from anywhere.
Permissions
- Asset Layouts (defining types) is admin/manager-only.
- Flexible Assets (records) can be read by all members, and created/edited by members by default; deleting is available to admins and the Asset Manager role.
Both respect your organization's role-based permissions, and all queries are scoped to your organization.