Organization Profile Settings - Configure Company Information
Learn how to configure organization profile settings in UniAsset. Update company name, contact info, and branding preferences.
Asset Statuses - Manage Built-in and Custom Statuses
Learn how to use and manage asset statuses in UniAsset. Understand the built-in system statuses, how to create custom statuses with colours, and how to archive statuses no longer in use.
Billing & Plans - Manage Your Subscription and Payments
Learn how to manage your UniAsset subscription, upgrade or downgrade your plan, understand Razorpay payments, and handle billing issues.
Checklist Templates - Build Inspection and Maintenance Checklists
Learn how to create and manage checklist templates in UniAsset. Build inspection forms with pass/fail, numeric, text, and photo items, attach them to preventive maintenance work orders, and understand how failed items automatically generate corrective maintenance work orders.
Custom Fields - Add Your Own Data Fields to Assets
Learn how to create and manage custom fields in UniAsset. Add text, number, date, boolean, and dropdown fields to capture organisation-specific asset data.
Integrations - API Keys, Webhooks, and Microsoft Entra ID
Learn how to connect UniAsset to external systems using API keys, webhooks, and Microsoft Entra ID directory sync. Covers setup, delivery logs, and plan requirements.
Organization Settings - Manage Your Organization's Profile and Configuration
Learn how to configure organization settings in UniAsset. Update your organization name, type, financial year, currency, and manage organization deletion.
Plan & Usage - View Your Subscription and Resource Limits
Learn how to view your UniAsset subscription plan, monitor asset, user, and storage usage, understand limit warnings, and upgrade your plan.
Preferences - Customize Your UniAsset Experience
Learn how to configure your personal preferences in UniAsset. Set your default landing page and control email notification settings.
Profile Settings - Update Personal Information and Security
Learn how to manage your personal profile in UniAsset. Update your name, mobile number, change your password, and review your login history.
Roles & Permissions - Control What Each User Can Do
Learn how roles and permissions work in UniAsset. Understand the five built-in roles, their permission sets, and how to create custom roles with granular asset scope and access controls.
Work Order Settings - Configure SLA Windows and Escalation Rules
Learn how to configure work order SLA response windows by priority level, set asset criticality multipliers, and define escalation rules for overdue work orders in UniAsset.