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Account Creation and Setting Up Wizard

How do I create an account?

Go to https://secure.assetdata.io/ and input the following details:

  • First Name - input the first name of the person to be registered
  • Last Name - input the last name of the person to be registered
  • Email - input the e-mail address of the person to be registered
  • Plan - from the drop-down menu, select the plan of your choice from the 3 options:
    • Standard
    • Professional
    • Advanced
  • Company Name - input the Company Name to be registered
  • Company Size - from the drop-down menu, select the size of the company to be registered
  • Site Address - input the company name. This serves as your domain name for your assetdata.io account.
  • Terms and Conditions - check the box in Terms and Condition if you agree with the setup.
  • Register Now - click on this for your account to be registered.

Once you have clicked on ‘Register Now’ you will be redirected to the email activation message page.

  • Verification - open user’s email address and find the email with the subject “Your account is ready for activation”. On the email, select the ‘Activate Account’ buttonto activatethe AssetData account.
  • Password - user should input password to access AssetData account. Password should follow the password requirements:
    • At least one special character.
    • At least one lowercase letter.
    • At least one uppercase letter.
    • At least one number.
    • Minimum of 8 characters.

After setting the password, the page will be redirected to the log-in page with the site address as: yourcompanyname.assetdata.io. user should type the registered and verified email address and password.

How do I Set Up Wizard?

The signee should input the details about the company’s asset. Before proceeding to the Main Dashboard, the following categories need to be filled out: (1) Company, (2) Locations, (3) Sub Locations, (4) Categories, (5) Database, (6) Features and (7) Complete.

Company

  • Company Details
    • Company - input the name of the company.
    • Country - this is auto-populated from the country registered in creating the account.
    • Address - input the address of the company.
    • Extended Address - input the extended address of the company.
    • City - input the city where the company is located.
    • State/Province -  input the state/province where the company is located.
    • Zip/Postal Code -  input the zip/postal code of the company’s address.
  • Timezone & Currency
    • Timezone - input the timezone where the company is located.
    • Currency -  input the currency being recognized/used by the company.
    • Date Format - from the drop-down menu, select the option for the date format used/preferred by the company.
    • Time Format - from the drop-down menu, select the option for the time format used/preferred by the company.
    • Financial Year Begins on - input the date when the financial year starts for the company.
  • Company Logo - the signee may/may not upload the company’s logo.

Once the Company details have been inputted, click Continue to save the data and proceed to the next category.

Locations

On the screen, select Add New Location. User should enter the data about the new site.

  • Location - input the location of the new site.
  • Location Status - input the location status.
  • Description - input the description of the asset.                                                                                                                            
  • Address - input the address.
  • City - input the city.
  • State - input the states.
  • Zip/Postal Code - input the zip or postal code.
  • Country - input the country

Then click Add to save.

How to Edit or Delete Location Name?

  • By clicking the trash sign - user can delete the location name.
  • The user can edit the location name by clicking the pen sign.

Then click Continue to save the data and proceed to the next tab.

Sub Location

The sub-location is a subset of locations.

On the screen, select Add New Sub Location.

  • Enter the data about your new location in the fields.
  • Location - input the data about the new location.
  • Sub - Location - enterthe sub-location.

Then click Add to save.

Then click Continue to save the data and proceed to the next tab.

Categories

The user adds the categories and checks the most commonly used asset.

Then click Continue to save the data and proceed to the next tab.

Database

Fill in the appropriate fields for your assets.

Then click Continue to save the data and proceed to the next tab.

Features

Features - the user should customize the ideal asset tracking.

Then click Continue, to save the data and proceed to the next tab. After clicking continue, the user will be notified that the setup wizard is complete.

Then select Complete and you will be directed to the main platform.

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