How to manage an asset on the Back Office Dashboard?

Managing assets in GuardsPro is simple and helps you stay on top of the assets your organization needs. The Assets section in the Back Office Dashboard enables you to view, update, and manage all assets from one centralized location, ensuring accurate records and smooth operations.

This feature allows admins to create new assets, search and filter existing ones, update their status, and even export or share them for reporting purposes. By using these options, you can streamline asset management and maintain transparency across your organization.

📌 Prerequisites

• Asset management is only possible if the Asset Management module is active in your company subscription.

• Only super admin, admins, or authorized users can manage assets on the Back Office Dashboard.

• Ensure assets are already added under Asset Management before performing management actions. 

✅ This guide will walk you through the steps to manage assets on the Back Office Dashboard:

🔐 Step 1: Log In  

• Log in to your Back Office Dashboard.

• Navigate to Asset Management → Assets.

• Here, you can view a list of all added assets to your account.

• Click "New Asset" to create a new asset for your assets.

🔍 Step 2: Search & Filter Assets

• Use the Search bar to quickly find specific asset details.

• Click Filters to narrow down results by Category, Status, and Asset Status.

This makes it easier to locate records, especially when managing multiple assets.

⚙️ Step 3: Manage Existing Assets  

You can manage individual assets using the three‑dot menu (⋮) on the right side of each asset.

Available options include:

🔍 View Details – Click on View Details to open the asset information in a new tab, where you can review complete details such as description, tag ID, category, and other recorded information.  

✏️ Edit – Update asset information such as the asset name, or asset tag ID, then submit the changes.

🗄️ Archive – Archive the asset for record‑keeping.

🔄 Update Status – Change the asset status (e.g., Broken or Repair complete), add notes if needed, and submit the update.

📑 Step 4: Bulk Actions  

If you need to manage multiple assets at once:

• Use the checkboxes to select one or more assets.

• Click the Action dropdown.

Choose the required action, such as archiving selected assets.

📂 Step 5: Export & Share Assets  

Click the three‑dot (⋮) menu next to the Filters option to access the following actions:

• Export as PDF – Download assets in PDF format.

• Export as Excel – Download assets as an Excel file.

• Print – Print the asset.

• Email – Send the asset via email.

Additionally, you can import assets directly from the same screen, allowing you to quickly upload multiple assets in bulk and efficiently add large sets of asset data in just a few clicks.

🎯 That’s it! Managing assets in GuardsPro is straightforward and efficient. By following these steps, you can create, search, filter, update, archive, export, and share assets seamlessly, ensuring smooth operations and accurate record‑keeping.

For further assistance, feel free to contact the GuardsPro Support Team anytime.

For a quick walkthrough, please watch our tutorial video on YouTube: