How to Configure Your Organization Settings
Update your organization's name, industry, country, currency, and financial year in UniAsset, and manage demo data.
How to Update Your Profile and Password
Change your name and mobile number in UniAsset, update your password, and review your sign-in history.
How to Set Your Personal Preferences
Choose which page UniAsset opens after you sign in, and control how alert emails reach you.
How to Change Your Notification Preferences
Control how UniAsset emails you — immediately, as a daily digest, weekly only, or not at all — and understand what each plan includes.
How to Manage Asset Categories
Build a category hierarchy in UniAsset, set depreciation configuration per category, and attach preventive maintenance rules that apply to everything within.
How to Manage Departments
Set up departments in UniAsset so asset costs roll up to the units that own them, and people belong somewhere.
How to Create Custom Asset Statuses
Extend UniAsset's three built-in asset statuses with your own — In Repair, On Loan, Pending Inspection — using your organization's own vocabulary.
How to Create Custom Fields for Assets
Add your own fields to asset records in UniAsset so you can capture what your organization needs without waiting for a product change.
How to Manage Roles and Custom Roles
Assign one of UniAsset's five system roles, understand what each can do, and create bespoke permission sets on Cosmos.
How to Configure Work Order SLA and Escalation Settings
Set response windows by priority, adjust them by asset criticality, and build an escalation chain that notifies the right people when work stalls.
How to Create Checklist Templates for Inspections
Build reusable inspection checklists in UniAsset with pass/fail, numeric, text, and photo items — and let failed items raise repair work automatically.
Integrations Overview — API Keys, Webhooks, and Entra ID
Where to find UniAsset's developer platform, what each section does, and which plan unlocks it.
How to Check Your Plan and Usage
See which plan your organization is on, what it unlocks, and how close you are to your user and storage limits.
How to Manage Billing and Your Subscription
Upgrade, downgrade, cancel, and reactivate your UniAsset subscription, and find your payment history and invoices in the Billing Center.
How to Apply a Promo Code in UniAsset
Enter a discount code at checkout, see the discounted amount before you pay, and understand the eligibility rules.
How to Request Nonprofit Pricing
Apply in-product for UniAsset's free Nonprofit plan if you are an NGO, non-profit, or religious organization.
How to Delete Your Organization
Delete a UniAsset organization permanently, understand the 30-day grace period, and know exactly what is erased.