Accounts and modules

Accounts

Accounts occupy the first sublevel in the organization, and reflect separate entities for larger company divisions or client accounts. Accounts are often used for subsidiaries within an organization or for customer accounts within an Managed Service Provider (MSP). Accounts hold users, permissions, and modules. For smaller organizations, a single account can be used.

See Org Setup Use Cases for information about determining the number of accounts you need.

Modules

Modules help you organize different workflows within your account, ensuring a structured approach to managing assets, employees, maintenance, and other key processes. Each module serves as a dedicated space for a specific use case. For example, you can manage separate modules for facilities management and IT equipment tracking. The flexibility of modules enables you to streamline operations, improve clarity, and ensure that users only interact with the information relevant to their roles.

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Add an account and module

1. Perform one of the following tasks:

   • In the navigation pane, select Settings > Account Management, and then click Add Account.

   • In the navigation pane, click the  Account Switcher , click Add account, and then click Manual setup.

   The New account page is displayed.

2. Enter the Name of the account.

3. Optionally, enter the Email, First name, and Last name of the user who will be the administrator for the account.

4. Click Continue. The Create a new module page is displayed.

5. Enter the Module name.

6. Enter the Main collection name that will be used to store information for your assets. The new module also includes default collections such as Location, People, and Categories.

7. Click Create. The main collection page for the new account and module is displayed.

Add a module

You can add modules to an existing account.

1. Perform one of the following tasks:

   • In the navigation pane, select Settings > Account Management. Click Add module for the appropriate account.

   • In the navigation pane, click the  Account Switcher , select the appropriate account, and then click Add module.

   The Create a new module page is displayed.

2. Enter the Module name.

3. Enter the Main collection name that will be used to store information for your assets. The new module also includes default collections such as Location, People, and Categories.

4. Click Create. The main collection page for the new module is displayed.

5. Invite users to the module.

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Edit an account or module name

You can modify an existing account or module to update its name.

1. In the navigation pane, select Settings > Account Management.

2. Locate the account or module you want to edit.

3. Click and select Edit. The Edit account or Edit module page is displayed.

4. Enter the new Account name or Module name.

5. Click Save.

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Duplicate an account or module

If your organization needs to support multiple accounts or modules with similar configurations (modules, fields, forms), you can duplicate existing accounts/modules to streamline the creation of your organization structure.

• When you duplicate an account, all modules, collections, fields, and forms are copied.

• When you duplicate a module, all collections and forms are copied.

Records, automations, and saved views are not copied to the duplicated accounts or modules.

1. In the navigation pane, select Settings > Account Management.

2. Locate the account or module you want to duplicate.

3. Click and select Duplicate. The Duplicating account or Duplicating module page is displayed.

4. Specify the name of the new account or module.

5. When duplicating a module, for Duplicate to account, select the account that will contain the new module.

6. Click Duplicate. The account/module is added to the organization/account.

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Delete a module

Modules that are no longer needed can be deleted.

Deleting a module is a permanent action that removes all data within the module. Only administrators with the required permissions can delete modules, ensuring controlled access to this action.

Additionally, you must retain at least one module in the account; it is not possible to delete all modules.

1. In the navigation pane, select Settings > Account Management.

2. Locate the module you want to delete.

3. Click and select Delete. The Deleting module page is displayed.

4. Enter the module name to confirm the deletion, and then click Delete.

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Order accounts and modules

The first listed Account and Module become the default landing module for all users when entering Asset Panda unless they are restricted by user permissions. If restrictions exist, user land on the first module they can access.

Accounts and modules can be reordered to manage their display for users.

1. In the navigation pane, select Settings > Account Management.

2. To expand an account to display its modules, click .

3. Select and drag the account or module to the appropriate location in the list.

4. Click Save Layout.