Editing and managing IT asset types, fields, and locations in Admin Center


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All Suites | Growth, Professional, Enterprise, or Enterprise Plus

Assets are things, such as hardware and software, that teams need to procure, allocate,
refresh, and retire over time. In Zendesk, admins create and configure asset types, that become objects to
which asset fields are inherited and added. Additionally, asset locations are created by
admins and referenced as asset lookup relationship fields.
This article contains the following topics:
Editing and managing asset types
Managing asset fields
Managing asset locations


Related articles:
Creating and configuring IT asset types in
Admin Center
Bulk importing IT asset records




Editing and managing asset types

When you turn on IT asset management, four predefined asset types are automatically
created in your account. Limited editing and management is available for these asset
types. However, for custom asset types, admins can perform the following actions:
Editing asset
types
Deleting asset
types




Editing asset types

Only some asset type details can be edited for standard asset types. However,
custom asset types are completely editable.

To edit an asset type
In Admin Center, click
IT assets in the sidebar, then select Assets > Types.
Next to the asset type you want to update, click the options menu
( ) and select Edit.
On the Details tab, modify the name, description, parent type,
and icon as needed.
Click Save.





Deleting asset types

If you no longer need an asset type and won't need it in the future, you can
permanently delete the asset type.

To delete an asset type
In Admin Center, click
IT assets in the sidebar, then select Assets > Types.
Click the name of the asset type you want to delete.
On the asset types details page, click Actions and select
Delete.
In the confirmation dialog, click Delete.






Managing asset fields

From the Asset fields page, you can view and manage all asset fields. Standard asset
fields can't be edited or deleted, but can be re-ordered. For custom asset fields,
admins can perform the following actions:
Editing asset fields
Reordering asset fields
Deleting asset fields




Editing asset fields

The name and most details about a custom asset field can be edited. However, the
field type and field key can't be changed after the field is created. Not all
options for standard asset fields are editable.

To edit an asset field
In Admin Center, click
IT assets in the sidebar, then select Assets > Fields.
Click the name of the asset field you want to edit.
Modify the field's options as needed.
Click Save.





Reordering asset fields

You can't reorder asset fields on from the Asset fields page. Instead, you can
reorder the fields on the IT asset card that agents. It's important to optimize
the fields agents see when viewing asset records because there is limited space
for asset fields in the context panel in the Agent Workspace.
To configure the IT asset card that agents see in the context panel, see Configuring cards to view additional
information in the Agent Workspace.



Deleting asset fields

Deleting an asset field permanently removes the field and all of its data.

To delete an asset field
In Admin Center, click
IT assets in the sidebar, then select Assets > Fields.
Click the name of the asset field you want to delete.
Click Delete.
In the confirmation dialog, click Delete.






Managing asset locations

Asset locations each have a name and a unique external ID that is used to identify
them. You can do the following:
Editing asset locations
Deleting asset locations




Editing asset locations

Asset locations each have a name and a unique external ID that is used to
identify them. Both attributes of a location are editable.

To edit an asset location
In Admin Center, click
IT assets in the sidebar, then select Assets > Locations.
Click the name of the asset field you want to edit.
Make the necessary changes.
Click Save.





Deleting asset locations

If you no longer need an asset location, you can delete it. Deleting a location
is permanent. Any assets assigned to a deleted location will no longer have a
location.

To delete an asset location
In Admin Center, click
IT assets in the sidebar, then select Assets > Locations.
Next to the location you want to delete, click the options menu ( ) and select Delete.
In the confirmation dialog, click Delete.





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