Part 015 minute read
Set up your workspace
Create your organization profile, define sites, choose the fields you track and invite your team with the right roles.
Read the guideDocs and resources
Everything you need to run the first month yourself
Three getting started articles that cover the whole rollout, and a user guide that goes deeper on every part of the product. Written by the people who run implementations, not a documentation team working from a spec.
Getting started
Three articles, in the order you will need them
Read end to end they take about twenty minutes, and they cover everything between an empty workspace and a register that maintains itself.
Part 027 minute read
Import your first assets
Prepare your spreadsheet, map the columns, read the preview and commit an import you can reverse in one action.
Read the guidePart 036 minute read
Label and scan with QR
Print asset labels in bulk, apply them consistently and run your first stocktake using nothing but a phone camera.
Read the guideUser guide
The full user guide
Six chapters covering every part of Eze IT in detail, from workspace settings through to automation rules. It lives inside your workspace, updates with each release, and is searchable from any screen.
Administrators get the whole guide. Technicians see the chapters that apply to what they can actually do, so nobody is reading about permission scopes they will never touch. Every chapter ends with the three questions support is asked about it most often.
Get access with a demo workspaceWorkspace and settings
Organization profile, hosting region, currency, financial year, sites and location hierarchy.
- Company profile
- Locations and sites
- Custom fields
- Categories
Managing assets
Creating, editing, assigning, transferring and retiring records, plus bulk actions across a filtered view.
- Asset records
- Bulk edits
- Assignments
- Retirement and disposal
People and permissions
Roles, scopes, custom field visibility, single sign on, SCIM provisioning and auditor access.
- Roles and scopes
- SSO and SCIM
- Auditor access
- Activity log
Integrations
Connecting directory, device management, service desk, finance and HR systems, and what each one syncs.
- Directory sync
- MDM connections
- Service desk
- Webhooks and API
Reporting
Building reports, scheduling delivery, point in time reconstruction and exporting evidence for an audit.
- Report builder
- Scheduled delivery
- Point in time views
- Exports
Automation
Reminder rules, notice periods, escalation, joiner and leaver workflows and notification routing.
- Reminder rules
- Escalation
- Leaver chases
- Slack and Teams
Cannot find the answer in the guide?
The FAQ covers implementation time, imports, integrations, permissions and security in plain language. Anything more specific, and the team that runs implementations will answer it directly.
Try it properly
The guides make more sense with a workspace open
Book a demo and we will set up a trial workspace with a sample of your own data, so you can follow the getting started articles against real assets rather than examples.