The welcome guide and workspace mode

A brand-new workspace opens on the Welcome to Asset Management guide: three short steps that set how much AMS shows and point you at the first things to set up.

The three steps

1. Welcome. A short introduction to the register. Click Next.
2. How much should this workspace show? Choose Simple or Advanced.
   • Simple: the essentials: assets, software, people, maintenance, with one-click disposal. Every switchable feature starts off.
   • Advanced: the full governance set: four-eyes approvals, budgets, compliance, audits, lifecycle rules, automation. Everything starts on except Customers (MSP).
3. Get set up. A checklist whose links take you straight there: Create your first asset type, Add an asset, Import existing records from a spreadsheet, Review notification defaults and, marked Optional, Create an onboarding package. Click Finish.

The mode is only a starting point. Every feature can be switched on or off later, one by one. See Feature switches.

Run the guide again

1. Open AdministrationWorkspace.
2. Click Run the welcome guide again.

Workspaces that existed before the guide was introduced were set to Advanced and never saw it.

Who can do thisApplication Administrator