OpenAsset

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

CJ Teeter

Configuring Your System

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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