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Asset Management · Guide 13

Permissions

Asset Management uses role permissions to separate operational and finance tasks. Common permission areas include: Dashboard view. Asset view, create, edit, capitalize, transfer, a...

Asset and finance teams Updated September 1, 2026

Asset Management uses role permissions to separate operational and finance tasks.

Common permission areas include:

  • Dashboard view.
  • Asset view, create, edit, capitalize, transfer, adjust, impair, dispose, import, labels, and attachments.
  • Depreciation view, run, post, and reverse.
  • Audit view, create, scan, approve, resolve variances, and export.
  • Maintenance view, manage, and preventive scheduling.
  • Reports view and export.
  • Settings manage.

If a user cannot see a page or action, confirm the business has Asset Management enabled and the user has the matching permission.