GS · Getting Started
A guided tour of the dashboard
Where everything lives, in five minutes.
5 min read
Every screen in AssetSort is reachable from the left sidebar, grouped into three sections: Workspace (your day-to-day records), Manage (organisation and cross-client tools), and Settings. Here's what each area is for.
- 01
Home
Your landing page: connection health across clients, a renewal calendar you can subscribe to from your own calendar app, and a Renewal & Expiry Horizon list sorted overdue-first.
- 02
Hardware, Licences, Certificates, People
The four core record types. Each has its own filterable, searchable list with a detail page per item — see Core Concepts for what belongs in each.
- 03
Alerts
Every expiring or expired item across your fleet, grouped by severity (Critical, Warning, Info), with tabs for Open, Acknowledged, Snoozed, Dismissed and Cleared.
- 04
Organise (Structure, B-Stock, Tags, Groups, Tag Actions)
Structure lets you fold hardware into a folder tree (sites, departments). Tags are labels you attach to hardware, licences and certificates. Groups is a read-only view of the Entra groups your Microsoft 365 sync brought in. Tag Actions turns a tag selection into a scoped mini-dashboard with bulk operations — see Tags & Tag Actions. B-Stock only appears once B-Stock tracking is switched on for the organisation.
- 05
Insights (Analytics, Reports, Security)
Hardware Analytics, Licence Analytics, Certificate Analytics and Dependencies give you breakdowns and drill-downs. Reports is where you generate and schedule branded PDFs, including the Client QBR Pack. Security surfaces Microsoft Secure Score, MFA coverage and admin hygiene once a Microsoft 365 tenant is connected.
- 06
MSP (My queue, Fleet, Clients & Staff)
Visible if you manage more than one organisation. My queue is the one place that lists what needs you across every client you're assigned to — alerts, retirement work and what's due in the next 30 days — with the action on each row; it is the Home page for technicians. Fleet is the commercial cross-client overview for owners and admins and needs the Growth plan or above; Clients & Staff is where you add managed clients and see which staff can access which clients. See the MSP & Multi-Client section.
- 07
Settings
Grouped into Account (Profile), Workspace (Members, Organization, Custom Data) and Platform (Alerts, Integrations, Activity Logs). Billing lives separately, under your avatar menu in the top-right → Billing.