Topic
This article explains how to manage your asset relationships from the Asset tab on the organization and device dashboards.
Environment
NinjaOne IT Asset Management (ITAM)
Description
Before proceeding, ensure you have the NinjaOne IT Asset Management app enabled. For instructions, refer to Getting Started With NinjaOne IT Asset Management. You can also use this guide to learn how to create custom relationships for your entities.
The Asset → Asset Relations tab on the organization and device dashboards allows you to associate entities with the organization and define the relationship between the organization and the entity.
To manage entity relationships from the dashboard, refer to the following steps:
- Open the Assets tab and select Asset Relations.
- Click Add related entity.
- Select the relationship type from the top drop-down menu. For an explanation of system relationships or instructions for creating custom relationships, refer to Getting Started With NinjaOne IT Asset Management.
- Select the Entity type. Your selection in this drop-down menu affects the configuration fields that will appear in the modal. For the purpose of this example, we will use the "Device" entity type. Refer to the following table for a list of resources if you need to set up the entity.
| Entity Type | Required Data |
|---|---|
| Apps & Services document | Organization, template, and document. For more information, refer to NinjaOne Documentation: Apps & Services. |
| Checklist | Organization, template, and checklist. For more information, refer to NinjaOne Documentation: Checklists. |
| Contact | Organization and contact name. Create new contacts at Administration → Accounts → Contacts. |
| Credential | Organization and credentials. For more information, refer to NinjaOne Organizations: Credential Exchange. |
| Device | Organization and device name. |
| End user | End user name. For more information, refer to User Management: Resource Catalog. |
| Knowledge Base article | Source and article name. For more information, refer to NinjaOne Documentation: Knowledge Base Feature. |
| Location | Organization and location. For more information, refer to Organizations: Locations. |
| Organization | Organization name. For more information, refer to NinjaOne Platform: How to Find an Organization ID. |
| Technician | Technician name. For more information, refer to User Management: Resource Catalog. |
- Complete the rest of the fields as applicable and then click Add.
Click the hyperlink in the Name column to navigate to the entity detail page in the NinjaOne console.
To edit or remove this entry, move your cursor over the row and click the ellipsis button.
View Relationships
Reading or viewing of relationship types, along with the settings, is important to understand its functional capabilities. You can review specific details and allow others to understand why they exist and how they work.
To view a list of all relationships related to the organization, end user, or device, click View relationships. These relationships are recorded on their related dashboards.
Additional Resources
Refer to the following resources to learn more about the NinjaOne ITAM feature:
- NinjaOne Asset Management: Software Licenses
- Working with Unmanaged Devices in NinjaOne (ITAM)
- Find and Manage Endpoints from the Devices Search Page