ADM · Administration & Settings
Org settings
Branding, contact info, and defaults.
3 min read
Settings → Organization (owners and admins) is laid out like your Profile: the organisation's logo and name at the top, then Point of contact, Report branding (accent colour, legal/display name, website and report footer text — what your PDF reports look like to a client, with a cover preview), Defaults (currency, the expiry & renewal alert window and device lifecycle), Inventory & retention (spares tracking and automatic deletion of former people), Import & export, and last, closing the organisation. A panel you can't change says so in its heading. Settings → Custom Data is separate, with two tabs: Fields (extra fields for hardware, licences or certificates) and Types (your own hardware, licence or certificate types, offered next to the built-in ones in the forms). Statuses can't be customised: hardware is Active, Nearing end of life or Past end of life by its lifecycle, or Spare or Retired; a licence's status follows its renewal or end date unless it's Cancelled or Ended; and certificate status follows the expiry date unless you mark the certificate Replaced, Revoked or Retired.
- 01
Update the name, logo and point of contact
At the top, choose Edit next to the name to rename the organisation, or click the logo to replace it (PNG, JPEG or WebP, up to 2MB) — it doubles as your report logo. Point of contact holds a name, email and phone; the name and email also go on report covers. Only the owner can edit these; choose Save contact.
- 02
Set your report branding
Accent colour, legal/display name, website and report footer text — this is what your generated reports and QBR packs look like to a client, and the cover preview beside the fields shows it before you save. Owners and admins can edit it; choose Save branding.
- 03
Set your defaults, inventory and retention
Default currency sets the currency new costs are entered in, and applies as soon as you pick it. The expiry & renewal alert window (default 14 days, 1–365) sets how far ahead hardware and licences count as expiring or renewing soon; it's also the starting point for certificate warning times (TLS, client and other types) and for alert thresholds, which admins can tune under Settings → Alerts → Organisation rules. The device lifecycle (default 3 years, 1–20) decides when hardware reaches end of life; changing it recalculates the end-of-life date on every device in the organisation, Microsoft 365-synced ones included. Those two save together with Save defaults. Under Inventory & retention, Spares tracking turns the Spares page on (switching it off asks whether to return existing spares to service, retire them or delete them, and isn't allowed while any remain), and Delete former people automatically removes leavers who hold nothing and are no longer in Microsoft 365, 6, 12, 24 or 36 months after they left (or Never). All of these are owner-only.
- 04
Import or export (optional)
Import & export (owner only) brings in configuration — and optionally every record — from any AssetSort export file without changing what's already here, or exports this organisation. See "Exporting and importing an organisation".
- 05
Add custom fields or types (optional)
Settings → Custom Data → Fields adds extra fields to hardware, licences or certificates; Types adds your own item types. Licences only offer the types you add. Owners and admins can edit both.
- 06
Close the organisation
Close organization makes it read-only; you type its name to confirm, and every admin is emailed. Read-only applies to everything: records, people, tags, structure, custom data, members and invitations (a pending invitation waits for the restore), integrations and sync, alert settings and triage, branding and defaults — every save is refused with "Organization archived" until it's restored. What stays open: viewing, reports, Export, Restore, and Delete permanently. For 30 days the owner can Restore it (or export it), then it's permanently deleted — or Delete permanently skips the wait. You can't close your only organisation, and an MSP workspace must hand over or archive its clients first; while it's closed it can't take on clients either.