Set up the organization

The organization is at the highest level of the Asset Panda Pro hierarchy. The organization has a unique sub-domain and holds users, permissions, and accounts. Every Asset Panda Pro account will have an organization. Access to the data in any account and module within the organization is granted with the Organization Admin permission role.

Within the organization, you can have a single account or multiple accounts:

• Single Account

  For simpler operations or smaller teams, you can use a single account. You can use collections, categories, or other organizational tools to group data for different departments or locations within one environment. This setup reduces administrative overhead and is typically sufficient when assets or resources need to be shared or moved frequently within the same environment.

• Subsidiary Accounts

  In a corporate environment with multiple divisions or companies operating under one parent corporation, you can assign each subsidiary to its own separate account. This setup enables each entity to manage its own data, assets, and users, while still reporting to the parent corporate organization for oversight.

• Managed Service Provider (MSP) Accounts

  A Managed Service Provider (MSP) oversees the IT or asset needs of various external clients. Under this model, you can provide each client with its own account beneath the MSP’s parent account. The MSP retains the ability to switch between the child accounts for management, support, and reporting. This setup is effective for service providers who need to offer separate, secure environments for multiple customers, all under a single administrative umbrella.

See Accounts and modules.

Set up supporting elements

Within the organization accounts, you can set up the following elements to support your asset tracking:

• Modules organize different workflows within your account. See Accounts and modules.

• Collections organize your assets and link people, locations, and categories to create meaningful connections across your resources. See Collections.

• Categories enable you to group related records based on specific criteria, such as the type of asset. See Categories. You can also use categories to track consumable assets.

• Forms enable end users to create or update records in a collection.

• You can specify the fields that are managed in collections, categories, and forms. See Fields.

• Automations streamline workflows by executing predefined actions based on specific conditions. See Automations.

• User roles determine their access to data within an organization. See Users.

• Integrations provide connections to third-party applications to optimize your asset, device, and user management processes. By leveraging integrations, you can streamline operations, improve data accuracy, and enhance overall efficiency within your organization. See Integrations store.

Automated account builder

If Ursa^AI is enabled in your organization, you can use the Account Builder to set up your Asset Panda Pro account by generating a complete organizational structure based on a description of your business. See Account Builder.