OpenAsset

CJ Teeter

Set up OpenAsset for the needs of your organization and users

Configuring OpenAsset

Creating Projects

Creating Employees

Creating keywords & fields

Getting Started

How to update your System Preferences in OpenAsset

Setting System Preferences

How to replace certain built-in fields and terms within OpenAsset with your own text

Customising System Terminology

How to create new Image Sizes for your OpenAsset system and edit existing sizes

Configuring Image Sizes

How to add custom fields to your projects, files, employees and roles

Configuring Fields

Ranks can be helpful if you would like to organise and find Files by image quality or usage preference. Learn how to customise your Ranks.

Customizing Ranks

Tools allowing you to closely control how content is added, viewed and edited within your OpenAsset system

Configuring Access Levels

How to display a selection of images from a chosen album on your firm's OpenAsset Login Screen

Setting Background Images for Your Login Screen

Control the appearance of your OpenAsset User Interface by setting a logo and colour scheme for your system

Set the Logo and Color Scheme for Your System

How to view information about your OpenAsset system and your subscriptions

Viewing Your Licenses

How to set up your OpenAsset Homepage to make it useful and engaging for your users

Configuring your OpenAsset Homepage

Configure Content Assist for your OpenAsset system, enabling users to leverage Generative AI for project descriptions and employee bios

Setting Up Content Assist

Configuring Your System

How to add custom fields to Employee Pages in order to store specific information or data on Employee Profile Pages

Adding Custom Employee Fields

Setting Up the Employee Module

How to use Access Filters to selectively allow or block access to certain parts of OpenAsset

Controlling Access to OpenAsset by IP Address

How to generate an authentication token in your OpenAsset system

Generating an Authentication Token in OpenAsset

Configuring Access and Security

How to edit settings for your File Categories

Configuring File Categories

Configuring Data and Metadata

Homepage Introduction

Homepage Configuration tutorial

Linking Files by "Upload Date" on the Homepage

Configuring your Homepage

Managing User Accounts

How to enable users to create their own user accounts from the Login Screen

Configuring User Self Signup

How to configure default options for users' OpenAsset interface

Configuring User Preference Defaults

How to send notifications to groups of users for specified actions in OpenAsset

Configuring User Notifications

How a user can change their Password for logging into OpenAsset

Updating Your Password

Configuring Users and Accounts

Group Permissions are the most effective way of controlling access to features and determining how users use files within OpenAsset

Configuring Groups for Permissions

How to control the actions that Groups of users can perform in OpenAsset

Configuring General Permissions for User Groups

How to configure Group permissions for Image Sizes and file formats

Configuring Image Size Permissions for User Groups

How to configure which user groups require upload approvals to upload files to your OpenAsset system

Setting Up Upload Approvals

Configuring Permissions

Help Videos

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