How to Customize Asset Types Using Categories

Last updated: 2025-04-22

This article is intended for administrators.

How to Edit or Customize Asset Types within the Asset Register

  • You can easily customize asset types to fit your needs. See how to set up your own contract categories.
  • If you need to track different types of assets within your asset register, use categories.

Steps to Edit Asset Types

  1. Go to your asset register settings by clicking on the edit pencil icon.
  2. Open the "Categories" tab.
  3. If categories are already created, you can easily edit them.
  4. You can add categories.
  5. You can delete unwanted categories.
How to edit asset types using categories

Why can't some categories be deleted?

  • You cannot delete categories that are active and currently in use.
  • You must either change the used record or change all items in that category to another one, thus freeing it up for deletion.
  • This setting is the same for all records.