Working with assets in reflects similar design principles as that of the PSA modules to ensure a minimal learning curve and tight integration with PSA to make life easy for technicians.

📝 Note: To work with assets, they need to be brought into the system by agents. Click here to know more about deploying them.

Navigating the asset page

You can get a bird's eye view of all the assets you manage by going to Modules > Assets.

This page gives you high-level information about all the assets you manage, with different asset views to the left to narrow the list down, based on different criteria. You can choose what information you'd like to see using the Columns button on the top right to select which fields you want to display and in which order you'd like to see them.

📝 Note:

The platform category field contains information on whether the asset is a server or a workstation. If you use hierarchical policies to manage assets, this field will influence which policy set the asset falls under.

You can also navigate through assets by clicking on an associated asset from a ticket (bottom right corner).


The first screen of an asset page provides crucial information on high-level metrics to quickly check asset parameters, patch status, documentation, associated tickets, scripts, and patches. You are just a couple of clicks away from jumping to the linked asset from a ticket and hopping back to the ticket to continue where you left off.


Any further information you would need is right behind a click!

  • Details: This section gives you more drilled-down granular information that happened across different segments of the client machine such as the CPU, Memory, Disc volume, Network Adapters, and Windows services. You can start, stop, restart Windows services, and 'stop process' for CPU, Memory, and Open ports.

  • Software: Here, you'll see a list of all the software installed on the asset.


  • IT documentation: This shows all recorded documentation associated with this asset.

📝 Note: You can add attachments also to link your asset to other (non-monitored) assets by clicking the 'Associate other assets' option. This includes any files (such as troubleshooting or debugging guides) or IT documentation

  • Policy: This shows the list of policies that have been applied to the asset.

  • Tickets: This shows the list of tickets associated with this asset. If you're working on an issue, it's always helpful to see if the asset has a history of the same issue in recent times, which can be greatly helpful in making decisions.

  • Alerts: All the alerts that this asset has triggered will be listed here. You can manually resolve these alerts once you've taken care of the issue.

  • Patches: Show a list of patches that have been run on the asset and status (Completed/Failed) with timestamps.

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  • Scripts: Shows a list of upcoming scheduled scripts and scripts that were executed and their output.


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