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41 articles

GS

Getting Started

Your first login, the onboarding checklist, and a tour of the dashboard.

4 articles
CC

Core Concepts

Hardware, Licences, Certificates, People, Tags — how records fit together.

6 articles
MSP

MSP & Multi-Client

Running multiple client organizations from one workspace.

5 articles
INT

Integrations

Connecting Microsoft 365, and what syncs automatically.

4 articles
REP

Reports & Analytics

The QBR pack, the report library, scheduling and exporting.

4 articles
ALT

Alerts & Notifications

Renewal reminders, email preferences, and security alerts.

3 articles
BLK

Bulk Actions & Data

Tag Actions, CSV export, and moving items to B-Stock.

3 articles
ADM

Administration & Settings

Roles, team members, org settings, and billing.

4 articles
SEC

Security & Privacy

How AssetSort handles your data, in plain language.

2 articles
FAQ

FAQ

Quick answers, grouped by billing, technical, and data & security.

3 articles
GLS

Glossary

Platform-specific terms, defined in one place.

1 article
NEW

What's New

Release notes and recent product changes.

1 article
SUP

Contact & Support

How to reach us and what to include in a request.

1 article

Popular right now

GSThe onboarding checklist4 min
INTConnecting Microsoft 3656 min
CCTags & Tag Actions5 min
REPThe Client QBR Pack4 min
MSPAdding and managing client organizations4 min
FAQBilling FAQ3 min

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