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Getting Started

Set up your organization, add your first assets, and invite your team.

Welcome to UniAsset — Your Asset Operations Platform

An introduction to UniAsset: what it does, who it is for, how the modules fit together, and what to set up first.

4 minBeginner

Quick Start Guide — Set Up UniAsset in 15 Minutes

A step-by-step setup guide for a new UniAsset organization: categories, locations, departments, people, your first assets, and your team.

6 minBeginner

How to Create Your First Asset in UniAsset

A field-by-field walkthrough for creating an asset in UniAsset, including which fields matter, what happens after you save, and how to fix common errors.

5 minBeginner

Dashboard and Navigation Overview

A tour of the UniAsset dashboard and sidebar: what each section does, what the main dashboard shows, and why some items appear locked.

5 minBeginner

How to Import Assets from a CSV File

Bulk-import your existing inventory into UniAsset with a CSV file. Covers the template, required columns, how names are matched, and how to fix import errors.

6 minBeginner

How to Invite Team Members to UniAsset

Invite users, choose the right role, link an invitation to an existing person, and understand seat limits by plan.

5 minBeginner

How to Sign In with Google or Microsoft

Use your Google or Microsoft account to sign in to UniAsset. Covers new sign-ups, invited users, and how SSO accounts differ from password accounts.

4 minBeginner

How to Install UniAsset on Your Phone or Desktop

Install UniAsset as an app on Android, iPhone, iPad, Windows or Mac straight from your browser. No app store needed.

3 minBeginner

How to Ask Questions About Your Assets with the AI Command Bar

Use the AI Command Bar to ask plain-English questions about your own asset data and get answers backed by real records.

3 minBeginner