MacAssetsWritten guide
Transfer an asset from HQ to a franchisee client
Move one asset into a permitted destination site under another client.
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Keep going with the written guide.
The steps below are available now, so you can follow along in your app.
Go to the stepsFollow along
Written steps
- Open Asset Control and locate the asset in the source client's fleet.
- Check the asset reference and its current client, customer and site. Tick that asset's row checkbox, then choose Move to… in the selection bar.
- Choose the destination site under the intended franchisee client and customer. If it is unavailable, ask an authorised administrator to check your access.
- Review the complete source and destination before confirming the move.
- Refresh the destination fleet and verify that the asset appears under the correct client, customer and site.
Useful to know
Client-to-client transfer changes which organisation's users can access the asset. Moving an asset to a different site within the same client is covered separately.
Use the existing Asset Control platform page if native management actions are not available for your account.