Company assets can consist of inventory, but they can also include memberships that you’re subscribed to. Also, one or more employees might be benefitting from the same membership. 

To add a new membership:

1. Go to “Assets” and make sure that the “Memberships” (1) tab is selected.
2. Click “Add” (2). 
3. Type a name (3) for the new membership. This field is required. 

The rest of the fields are optional:

• Choose an existing category for the new membership, or add a new category (1). 
• Specify the cost model (per user, per company) and/or the cost frequency (per month, per year, or once off) (2). 
• Type in the cost (3). 
• Add a “purchased date” (4). 
• Type a short description (5) for the new membership. 

When you add a new membership or edit its information, save your changes by clicking the blue “Save” button (6) at the bottom of the page. 

To assign memberships to users:

Once you save your new membership, a new “Assign users” window will appear. You can select any employees applicable to the membership in question. Click “Select all” (1) to apply the membership to all employees and unselect any employee if necessary, or select specific employees (2). You can also use the Search field to narrow down your results. Click the blue “Assign” button (3) to mass assign the membership to the selected employees.