Assigning Devices & Equipment to a User

Assigning a device or equipment to a user allows you to track company resources that have been provisioned to employees. This feature is perfect whether your employees are working remotely and you need to make sure everyone has what they need to be set up for success, or you're starting your company's inventory from the beginning. Follow the guide below to learn how to assign a user a device or equipment. 

Managing a User's Assigned Device(s) or Equipment 

1. Under Tools select World of Work. 

2.  Then navigate to the Devices & Equipment tab. 

3. Choose the Device Type you wish to assign.

4. Click Assign Device next to the device that is being assigned. 

5. In the overlay that pops up, fill out the Device Owner and choose the Date of Assignment. Optional additional notes regarding the device can be added as well. 

Good to know: Device Owners will need to have a ClearCompany user account in order to be selected. Click here to learn how to add a new user. 

6. Once completed, click Assign Device.

Once a device is assigned, you can view the device's history to see who it was assigned to previously, and any notes about the device. 

Viewing an Assigned Device(s) or Equipment's History

1. Under Tools select World of Work. 

2.  Then navigate to the Devices & Equipment tab. 

3. Click on the Device Name to view the Device Details 

4. Click on History

History begins when a device is added to ClearCompany and will show when it was assigned and unassigned to specific users.