Viewing and managing IT assets

<body>
<p id="docs-hc-snippet" style="display: none;">IT assets are things, such as hardware and software, that IT teams need to procure, allocate, refresh, and retire over time. Within Zendesk,assetsare the records for each asset type. The information captured varies by asset type and is defined by admins.</p>
<div class="article-banners">
<div id="docs-wmp-link">
<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
</div>

<div class="article-banner" id="suite_gpee">
<table>
<tbody>
<tr>
<td>
<strong>All Suites</strong>
</td>
<td>Growth, Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>

</div>

<div class="body">

<p class="p">IT assets are things, such as hardware and software, that IT teams need to procure,
allocate, refresh, and retire over time. Within Zendesk, <em class="ph i">assets</em> are the records
for each asset type. The information captured varies by asset type and is defined by
admins. </p>
<p class="p">In addition to adding assets to Zendesk and assigning them to users through tickets, you
can also use the Asset management page in Support to view a comprehensive list of asset
records. From this page, admins can create assets, search for assets, view asset
details, and edit and delete asset records as needed. </p>
<p class="p">Agents can view details for individual assets, accessed from a ticket, but can't view a
list of assets or create and manage asset records.</p>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_l1t_jbs_cjc__ul_ldk_f2r_bhc">
<li class="li"><a class="xref" href="#topic_bkw_h2r_bhc">Accessing the asset list</a></li>
<li class="li"><a class="xref" href="#topic_onz_32r_bhc">Creating an asset record</a></li>
<li class="li"><a class="xref" href="#topic_sdg_k2r_bhc">Editing an asset record</a></li>
<li class="li"><a class="xref" href="#topic_cf4_trr_bhc">Deleting asset records</a></li>
</ul>
</div>
<div class="p">Related articles:<ul class="ul" id="topic_l1t_jbs_cjc__ul_fn1_cds_cjc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10631445339930" target="_blank">Bulk importing IT asset records</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9817279885466" target="_blank">Using assets in ticket workflows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_bkw_h2r_bhc">
<h2 class="title topictitle2" id="ariaid-title2">Accessing the asset list</h2>
<div class="body">
<p class="p">Admins can view a complete list of assets. In addition to filtering the list by asset
type, you can also filter by associated user, location, status, model, and purchase
date and search for assets by name.</p>
<div class="p">
<strong class="ph b">To access the asset list</strong><ol class="ol" id="topic_bkw_h2r_bhc__ol_sm1_qhr_bhc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Asset
Management</strong> (<img class="image" id="topic_bkw_h2r_bhc__image_bqy_thr_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">) in the sidebar.</li>
<li class="li">Under <strong class="ph b">IT Asset Types</strong>, select the asset type.<p class="p">A list of all assets
of that type is displayed.</p>
</li>
<li class="li">(Optional) Use the filters and search bar at the top of the page to find a
specific asset record.<div class="p">When searching for an asset, keep the following in
mind:<ul class="ul" id="topic_bkw_h2r_bhc__ul_jdx_p3r_bhc">
<li class="li">Search queries check against all text-based fields within the
records. That means queries can match against the Name field
value and values in fields of the following types: Text, Regex,
or Multi-line.</li>
<li class="li">Search queries match on the beginning of words only. In
multi-word values, queries can match against the beginning of
any word in the value.</li>
</ul>
</div>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_onz_32r_bhc">
<h2 class="title topictitle2" id="ariaid-title3">Creating an asset</h2>
<div class="body">
<p class="p">Admins can create asset records individually from the Asset Management page or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10631445339930" target="_blank">in bulk</a> from Admin Center.</p>
<div class="p">
<strong class="ph b">To create an asset record</strong><ol class="ol" id="topic_onz_32r_bhc__ol_fvc_4pr_bhc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Asset
Management</strong> (<img class="image" id="topic_onz_32r_bhc__image_gls_4pr_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">) in the sidebar.</li>
<li class="li">Click <strong class="ph b">Create record</strong>.</li>
<li class="li">Under <strong class="ph b">Standard fields</strong>, enter the required information, such as the
asset's <strong class="ph b">Name</strong> and <strong class="ph b">Status</strong>.</li>
<li class="li">Click the <strong class="ph b">Asset fields</strong> tab to enter information into the asset type's
custom fields.<p class="p">If the asset type inherited any asset type fields from
parent asset types, those are grouped together by the parent
type.</p>
</li>
<li class="li">Click <strong class="ph b">Add</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_sdg_k2r_bhc">
<h2 class="title topictitle2" id="ariaid-title4">Editing asset records</h2>
<div class="body">
<p class="p">Admins can modify asset records as needed. Assets can be edited <a class="xref" href="#topic_tck_rdl_3jc">individually</a> or in <a class="xref" href="#topic_rxg_sdl_3jc">bulk</a>.</p>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_tck_rdl_3jc">
<h3 class="title topictitle3" id="ariaid-title5">Editing a single asset record</h3>
<div class="body">
<p class="p">Asset records can be edited individually as needed.</p>
<div class="p">
<strong class="ph b">To edit a single asset record</strong><ol class="ol" id="topic_tck_rdl_3jc__ol_g22_tdl_3jc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Asset
Management</strong> (<img class="image" id="topic_tck_rdl_3jc__image_h22_tdl_3jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">) in the sidebar.</li>
<li class="li">Under <strong class="ph b">IT Asset Types</strong>, select the asset type.</li>
<li class="li">Click the name of the asset you want to edit.</li>
<li class="li">Click <strong class="ph b">Edit</strong> next to the collection of fields you need to
update:<ul class="ul" id="topic_tck_rdl_3jc__ul_i22_tdl_3jc">
<li class="li"><strong class="ph b">Standard fields</strong></li>
<li class="li">
<strong class="ph b">Asset fields</strong> tab, next to the groupings of fields by
asset type (parent types and this asset's type)</li>
</ul>
<div class="note note">
<span class="notetitle">Note:</span> If you change the asset type, any data that is no longer
applicable to the new type is preserved in a read-only state at the
bottom of the asset record, labeled as <em class="ph i">transferred fields</em>.
</div>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_rxg_sdl_3jc">
<h3 class="title topictitle3" id="ariaid-title6">Editing multiple asset records</h3>
<div class="body">
<p class="p">If you need to make the same update to multiple asset records, you can select all
of the assets and perform a bulk update.</p>
<div class="p">
<strong class="ph b">To update multiple asset records</strong><ol class="ol" id="topic_rxg_sdl_3jc__ol_skk_ydl_3jc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Asset
Management</strong> (<img class="image" id="topic_rxg_sdl_3jc__image_hl5_ydl_3jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">) in the sidebar.</li>
<li class="li">Under <strong class="ph b">IT Asset Types</strong>, select the asset type.</li>
<li class="li">Use the checkboxes next to the asset record names to select all of the
assets you want to update.</li>
<li class="li">In the <strong class="ph b">Bulk update assets</strong> dialog, select the fields you want to
update and then click <strong class="ph b">Next</strong>.<p class="p">The following fields are supported
for bulk editing: Status, Type, Location, Organization, and Assigned
User.</p>
</li>
<li class="li">Provide the new values for the selected fields.</li>
<li class="li">Click <strong class="ph b">Review</strong>.</li>
<li class="li">After confirming the changes are correct, click <strong class="ph b">Apply
changes</strong>.</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested1" id="topic_xy3_jlh_53c">
<h2 class="title topictitle2" id="ariaid-title7">Viewing and managing attachments on asset records</h2>
<div class="body">
<p class="p">Attachments on asset records are visible on the <em class="ph i">Attachments</em> tab of the asset
record. Each asset record can have up to 5 attachments. Each attachment can't exceed
10MB in size.</p>
<div class="p">
<strong class="ph b">To view and manage attachments on an asset record</strong><ol class="ol" id="topic_xy3_jlh_53c__ol_dyz_nlh_53c">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Asset
Management</strong> (<img class="image" id="topic_xy3_jlh_53c__image_eyz_nlh_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">) in the sidebar.</li>
<li class="li">Under <strong class="ph b">IT Asset Types</strong>, select the asset type.</li>
<li class="li">Click the name of the asset you want to manage the attachments for.</li>
<li class="li">Click the <strong class="ph b">Attachments</strong> tab.<p class="p">A list of up to five attachments are
displayed.</p>
</li>
<li class="li">To add an attachment, click <strong class="ph b">Upload attachment</strong>.</li>
<li class="li">To remove an attachment, click the options menu (<img class="image" id="topic_xy3_jlh_53c__image_pml_zlh_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png">) and select <strong class="ph b">Delete</strong>.</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete attachment</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested1" id="topic_js1_l2r_bhc">
<h2 class="title topictitle2" id="ariaid-title8">Deleting asset records</h2>
<div class="body">
<p class="p">Assets that are no longer needed can be deleted individually or in bulk. Deleting an
asset is permanent and can't be undone. Because accounts have a limited number of
asset records, it is important to regularly remove outdated and invalid
asset records.</p>
<div class="p">You can:<ul class="ul" id="topic_js1_l2r_bhc__ul_gdd_b4f_fjc">
<li class="li"><a class="xref" href="#topic_ifv_znf_fjc">Delete individual asset
records</a></li>
<li class="li"><a class="xref" href="#topic_cf4_trr_bhc">Delete asset records in
bulk</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_ifv_znf_fjc">
<h3 class="title topictitle3" id="ariaid-title9">Deleting individual asset records</h3>
<div class="body">
<div class="p">
<strong class="ph b">To delete a single asset record</strong><ol class="ol" id="topic_ifv_znf_fjc__ol_irb_krr_bhc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Asset
Management</strong> (<img class="image" id="topic_ifv_znf_fjc__image_ebn_krr_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">) in the sidebar.</li>
<li class="li">Under <strong class="ph b">IT Asset Types</strong>, select the asset type.</li>
<li class="li">Select the asset you want to delete.</li>
<li class="li">Click <strong class="ph b">Delete</strong> at the bottom of the page.</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete record</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_cf4_trr_bhc">
<h3 class="title topictitle3" id="ariaid-title10">Deleting asset records in bulk</h3>
<div class="body">
<p class="p">Deleting multiple assets simultaneously can save you time.</p>
<div class="p">
<strong class="ph b">To delete multiple asset records</strong><ol class="ol" id="topic_cf4_trr_bhc__ol_jw4_xrr_bhc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Asset
Management</strong> (<img class="image" id="topic_cf4_trr_bhc__image_kw4_xrr_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">) in the sidebar.</li>
<li class="li">Under <strong class="ph b">IT Asset Types</strong>, select the asset type.</li>
<li class="li">Select the assets you want to delete.</li>
<li class="li">Click <strong class="ph b">Delete</strong> at the bottom of the page.</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete record</strong>.</li>
</ol>
</div>
</div>
</div>
</div>
<script id="docs-schema-markup" type="application/ld+json">{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/10652792603162-Viewing-and-managing-IT-assets",
"url": "https://support.zendesk.com/hc/en-us/articles/10652792603162-Viewing-and-managing-IT-assets",
"headline": "Viewing and managing IT assets",
"description": "You can view, create, edit, manage attachments, and delete IT asset records through the Asset Management page, with different permissions for admins and agents.",
"articleSection": "Ticket management",
"datePublished": "2026-05-03T18:37:17+00:00",
"dateModified": "2026-05-26T18:10:53.797279+00:00",
"inLanguage": "en-US",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/10652792603162-Viewing-and-managing-IT-assets"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"url": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"url": "https://support.zendesk.com/hc/en-us"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk"
}
}</script>
</body>