Settings is broken down by project features Ticketing, Asset Management, Change Management and Project Accounting. Each feature and its underlying settings can be enabled, created, managed and disabled all from this screen. Settings for each feature have a visual status to let project managers know which settings have been set successfully (green checkmark), which have been skipped (circle with slash) or not yet set, as well as which settings are missing (red X). Additional field management is available for select settings, which provides a project manager the ability to show or hide fields on a ticket for this project.
Assignment Groups
Each project with Asset Management enabled requires an Assignment Group to manage and assign assets. Using the Select Assignment Groups button, you can select a specific Assignment Group or Groups to manage assets for this project. By default, new projects created in Startly will contain the Everyone Assignment Group.
Everyone Assignment Group
The Everyone Assignment Group consists of all Team Members in your Startly instance. This group cannot be edited or modified. When used all Team Members will have access to the Asset Management menu and assets for this customer.
Select Assignment Groups Drawer
This drawer shows all available asset management groups that can be added to this project. The list is a mixture of Global and Customer specific Assignment Groups. If a new group is needed, select the plus icon to create a new Assignment Group.
New Assignment Group Drawer
When creating a new Assignment Group from the project settings, you will need to define its availability. Creating a customer group will limit its availability to projects with asset management for that customer. Creating a global group will make the group available for selection on all asset management projects. Enter a name for the group and select the Manager to oversee the group. Assignment Groups can be used for more than one type of project and provides access to features of Startly. Defining the type allows visibility and access to the menu items for Assignment Group Team Members.
After creating the group select Save & Manage Team Members to add Team Members to the group. These Team Members will be able to view and manage assets for this customer’s end users.
Editing Assignment Groups
Assignment Groups added to this project have three editing options: Manage Team Members, Edit, and Remove. Manage Team Members lets you add or remove members from the group, while Edit allows changes to the group’s name, manager, or type. Updates made through these options apply across all projects using the group. For example, removing a member will prevent them from viewing or managing assets for any project linked to the group. Remove only disassociates the group from this project—it doesn’t delete it from Startly.
End Users
End Users are defined for each Customer. This setting provides visibility to end users who can request assets for this project. Should the Customer not have any end users, end users can be added individually by selecting the plus icon. For more information about adding End Users to the customer click here.
Startly also allows for End User sync(s) to be configured for customers. Click here to learn more about that process.
Service Locations
Service Locations are available for asset assignments. Each customer has their own list of locations. From this Project Settings screen, you can create, add, or update Service Locations. Because this is a customer-level setting, any changes made here will apply across all of the customer’s projects.
Service Locations are a customer setting and can be created in a hierarchy. To add a location select the plus icon which will place a new top level location in the hierarchy. An additional way to add Service Locations is by hovering over an existing location and selecting the plus icon to add a child location.
Asset Categories
Asset Categories are used to segment assets by category in Startly. Categories can be created at the customer and global level. Each category is also assigned an Asset Type. Asset Types include: Standard, Consumable, and Licensed.
Select Asset Categories Drawer
This drawer shows all available Asset Categories that can be added to this project. The list is a mixture of Global and Customer specific Asset Categories. If a new category is needed, select the plus icon to create a new Asset Category.
New Asset Category Drawer
When creating a new Asset Category from the project settings, you will need to define its availability. Creating a customer category will limit its availability to projects with asset management for that customer. Creating a global category will make the category available for selection on all asset management projects. Enter a name for the category and select an asset type.
Editing Asset Categories
Asset Categories added to this project have two editing options: Edit, and Remove. Edit allows changes to the category name. Updates made through these options apply across all projects using the Asset Category. Remove only disassociates the category from this project—it doesn’t delete it from Startly.
Asset Models
Asset Models are used to help further define assets by model name in Startly. Asset Models can be created at the customer and global level.
Select Asset Models Drawer
This drawer shows all available Asset Models that can be added to this project. The list is a mixture of Global and Customer specific Asset Models. If a new model is needed, select the plus icon to create a new Asset Model.
New Asset Model Drawer
When creating a new Asset Model from the project settings, you will need to define its availability. Creating a customer model will limit its availability to projects with asset management for that customer. Creating a global model will make the category available for selection on all asset management projects. Enter a name for the model and save.
Editing Asset Models
Asset Models added to this project have two editing options: Edit, and Remove. Edit allows changes to the model name. Updates made through these options apply across all projects using the Asset Model. Remove only disassociates the model from this project—it doesn’t delete it from Startly.
Depot Facilities
Depot Facilities are the physical locations or facilities providing Asset Management services. For projects with Asset Management enabled all global and customer specific facilities will be available.
New Depot Facility Drawer
When creating a new Depot Facility from the project settings, you will need to define its availability. Creating a customer facility will limit its availability to projects with asset management for that customer. Creating a global facility will make the category available for selection on all asset management projects. Enter a name for the facility and save.
Editing Depot Facilities
Depot Facilities can be Edited by selecting the edit icon, this allows changes to the facility name. Updates made through these options apply throughout Startly.
Shippers
Shippers are used within Asset Management when shipping assets. For projects with Asset Management enabled all global and customer specific Shippers will be available.
New Shipper Drawer
When creating a new Shipper from the project settings, you will need to define its availability. Creating a customer shipper will limit its availability to projects with asset management for that customer. Creating a global shipper will make the category available for selection on all asset management projects. Enter a name for the shipper, and a website url and save.
Editing Shipper
Shippers can be Edited by selecting the edit icon, this allows changes to the shipper name and url. Updates made through these options apply throughout Startly.
Vendors
Vendors are used within Asset Management, specifically the financial information of an asset.
Select Vendors Drawer
This drawer shows all available Vendors that can be added to this project. If a new vendor is needed, select the plus icon to create a new Vendor.
New Vendor Drawer
Vendors are a customer specific setting in Startly. When creating a new Vendor from the project settings, you will need to enter a name for the vendor and save.
Editing Vendors
Vendors added to this project have two editing options: Edit, and Remove. Edit allows changes to the vendor name. Updates made through these options apply across all projects using the Vendor. Remove only disassociates the vendor from this project—it doesn’t delete it from Startly.