Setting Up Companies

The Setup tab allows users to create the dropdown options for asset metadata dropdown fields.

 

Users may create metadata dropdown options manually with the button, may batch create by importing using the icon, or may use APIs for more advanced integration. See the API section of this document for more details.

 

Users may export the list of dropdown options from each section with the icon.

 

Admin users can delete one or multiple metadata dropdown options with the icon.

 

To edit or delete one dropdown option, click on it in the grid and make the desired changes.

Locations

 

The location of an asset is the physical place where an asset can be assigned. RedBeam has a three-tier nested hierarchy system of locations, Company, Building and Room where a Room must belong to a Building which must belong to a Company.

Companies

Companies are the highest tier in the location hierarchy. Company details may include:

  • Company Name
  • Address 1
  • Address 2
  • City
  • State
  • Country
  • Zip Code
  • Phone
  • Fax

company