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Create asset relations

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Asset relations connect the items in your inventory with named relationships. You can link an asset to another asset, such as a server backed up to another server, or to a user, such as a laptop used by a person.

Every relation uses a relation type. To create or manage relation types, see Manage asset relation types. To link a user to assets from the Users inventory instead, see Create user relations.

Prerequisites

  • A relation type that fits the relationship you want to record. To create one, see Manage asset relation types.
  • The Create relations between assets and users permission. If you don't have it, contact your site administrator.

Create an asset relation

You create asset relations from an asset's overview page. When you relate an asset to a user, you can select any user in your inventory, including users synced from Active Directory and Microsoft Entra ID (formerly Azure AD).

  1. Go to Assets > Views and locate the asset you want to create a relation for.
  2. Hover over the asset's name, then select Go to asset to open its overview page.
  3. Select Edit.
  4. In the Relations section, select Create new relation.
  5. Choose whether to relate the asset to another Asset or to a User.
  6. Search for and select one or more targets.
  7. Select a Relation type.
  8. Optionally, set a start date and an end date. If you don't set a start date, the relation takes effect immediately.
  9. Select Create, then Save changes.

FAQ

Which users can I create an asset relation for?

All users, including those synced from Active Directory and Microsoft Entra ID (formerly Azure AD).