Create and Manage Assets in the Asset Register

From the Asset Register dashboard, you can view, add, classify, and manage both auto-discovered and custom assets. The dashboard is split into two primary views:

• Auto-discovered assets (Infrastructure, Staff Devices, Code Repositories, People)
• Custom assets (Manually added assets like on-premise servers, backup devices, etc.)

This guide walks you through the key dashboard actions you can perform in each view.

View Auto-Discovered Assets

1. Go to Apps → Asset Register.
2. Use the following tabs to explore different categories of discovered assets:
   • Infrastructure
   • Staff Devices
   • Code Repositories
   • People

Each tab provides a list of associated assets along with metadata like:

• Asset name or identifier
• Classification status
• Owner details
• Source (e.g. AWS, GitHub, Rippling)
• Date added

Filter and Sort Assets

• Use column filters and sort options to refine the list of assets in any tab.
• Examples:
  • Filter Infrastructure assets by Classification: Production
  • Sort Staff Devices by Date Added or Owner

Add a Custom Asset Individually

1. Navigate to the Custom assets tab.
2. Select Add more custom assets → Add asset individually.
3. Fill in the required fields:
   • Asset ID
   • Asset Name
   • Asset Group
   • Added On (date)
   • Classification (In Scope or Not In Scope – optional)
   • Owner (optional)
   • Notes (optional)
4. Click Add Asset to complete.

Bulk Upload Custom Assets

1. Navigate to the Custom assets tab.
2. Select Add more custom assets → Bulk upload assets.
3. Click Download template and fill in asset details using the provided structure.
4. Click Upload file to import the completed template.
5. Review the records and click Add Assets.

Edit or Update a Custom Asset

• Use the edit icon next to a listed custom asset to:
  • Change name or owner
  • Update scope/classification
  • Add notes or correct group information

Group and Categorise Custom Assets

• Use the Group filter at the top to view assets by category (e.g. Databases, Others).
• During asset creation, select from existing groups or create a new one.

Archive or Remove Custom Assets