Admin and Support roles
Create:
go to a foundational or custom asset type
click "+ New" at top right
fill in all required fields
click Save
*note: if you haven’t brought in data from ITG or ScalePad, type and status for orgs, contacts, configurations will not have values - coming soon
Edit:
go to an asset
click the edit pencil
make changes
click Save
NOTE: You can also use "Ask Lex" to generate new docs and assets!
How to create and edit assets
How to create and edit assets
Written by Jeremiah Hendrickson