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How Do I Learn UniAsset?

3 minBeginnerLast updated: January 2, 2026

How do I learn UniAsset?

UniAsset is designed to be productive within a day — no implementation project, no configuration wizard measured in weeks, and no configuration required at all before your first asset.

What is available

This Knowledge Base, covering assets, maintenance, reports, security, settings, users, integrations, and troubleshooting.

A guided tour and onboarding wizard, shown when you first sign in and tracked per user.

Demo data matched to your declared industry, if you opted in at registration — a realistic starter set of categories, locations, departments, people, and assets. Every record is flagged as demo, so one action removes all of it and nothing else.

The AI Command Bar, which answers plain-English questions about your own data.

A glossary of asset-management terms, and a blog, on the public site.

A suggested order

For an administrator setting things up:

  1. Quick start guide
  2. Categories, locations and departments explained
  3. Understanding the four asset types
  4. How to import assets from CSV
  5. Roles and permissions
  6. How to invite team members

For someone who will use it day to day:

  1. Dashboard and navigation overview
  2. How to create an asset
  3. How to search and filter assets
  4. Assignment, location and check-out

For a maintenance team (Orbit and above):

  1. Understanding work orders
  2. How to set up preventive maintenance
  3. How to complete and close maintenance work

Getting your team started

Clear the demo data before adding real assets. Mixed real and demo records make every report misleading.

Start with a subset. Get one department or one site working properly before rolling out further.

Set roles deliberately. Most people need Manager or Employee, not Admin. See Roles and permissions.

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