Before you begin
Sign in to the correct organization and make sure this product is enabled. Creation and administration require the appropriate team role. Screens may differ with your language and permissions.
For a church with multiple locations, choose a campus in the top bar before creating a record. All permitted campuses combines only records you can access. Check the Campus field before saving; changing it transfers that record and requires access to both campuses. Policies and boards can also be church-wide.
Church owners and administrators add physical, online, or temporary campuses in Settings → Campuses. In Team & permissions, open Campus & product permissions to set each person’s campus, role, and products. A campus administrator manages records; church settings remain with church administrators and owners.
Open Inventory
Choose the correct organization, open Inventory, and select New asset. Start with a recognizable name that someone can search for, such as the item type and its usual use.
Record the identifying details
Add a description, storage location, and serial number when available. Purchase and warranty dates are optional. Select Create asset; new assets start available rather than already checked out.
Open the record and download its label
Select the asset title to review its details. In Asset QR label, choose Download label. The QR code opens this asset’s page; scanning does not bypass sign-in or organization permissions.
Add an asset and its storage location
Silent walkthrough with captions in English, Spanish, and Brazilian Portuguese. The example workspace is fictional.
Written walkthrough and transcript
- Open Inventory
Choose the correct organization, open Inventory, and select New asset. Start with a recognizable name that someone can search for, such as the item type and its usual use.
- Record the identifying details
Add a description, storage location, and serial number when available. Purchase and warranty dates are optional. Select Create asset; new assets start available rather than already checked out.
- Open the record and download its label
Select the asset title to review its details. In Asset QR label, choose Download label. The QR code opens this asset’s page; scanning does not bypass sign-in or organization permissions.
If something looks different
Missing actions usually depend on your role, the record’s visibility or status, or whether the product is enabled. Ask your organization administrator before creating duplicate records or changing access.