People and access

Everyone on record. Only Members sign in.

Every Person can hold Assets and request kit. Only the Members you invite sign in to the dashboard, each with a role.

A Person's holdings in the Register, listing the Assets they hold, sample data.
Sample data: Operator · Requires approvalMember role and flag
Sample data: Mateo AlvarezHolds 2 Assets · no sign-in
A small team works around an oak table with laptops while one person presents.

Holding a laptop shouldn't need a password.

Most people in an organization hold something but never need the dashboard. The Register keeps a directory of People who can hold Assets and request kit, and gives sign-in only to the few Members who run the estate.

  • People and Members

    People are directory records that hold Assets. Members are People you invite to sign in.

  • Three roles, two flags

    Admin, Operator or Viewer, plus flags for who needs approval and who may approve.

  • Import your directory

    Bring People in from a CSV, then invite the Members who run the register.

From directory to dashboard.

  1. Add your People

    Import them from a CSV or add them one by one, with their department and email.

  2. Invite Members

    Invite the people who run the estate. They set a password, add two-factor sign-in when you require it, and get a role.

  3. Change access safely

    Deactivate a Member and every one of their sessions ends before the change returns.

See what each Person holds.

Every Person's holdings are listed in one place, and nobody holding Assets or seats can be archived until they are clear.

Ida BergHolding
  • AST-0142MacBook Air 13″
  • AST-0150Design suite licence
Cannot archive while holding assets

Access ends the moment you say so.

Deactivating a Member ends all of their sessions at once, so a former colleague is signed out everywhere before you close the page.

Mateo AlvarezMember deactivatedEvery session endedBefore the call returns
AdminOperatorViewerApproverRequires approvalTwo-factor on

Questions about People and access

What is the difference between a Person and a Member?

A Person is a directory record that can hold Assets and seats and request kit, but cannot sign in. A Member is a Person you invited, who signs in with a password, and two-factor when required, and has a role.

Which roles are there?

Admin can do everything. Operator does the daily estate work, such as issuing, returning and running reports. Viewer can read the register, custody, Kits and reports.

What happens when someone leaves?

Offboard what they hold, then deactivate their membership. Every session ends at once, and a Person still holding Assets or seats cannot be archived.

Do People need an account to request or confirm?

No. Each Person can use a personal Request Link to ask for kit, follow their requests and confirm a handover.

See who holds what, in the demo.

Book a demo to walk through People, Members, roles and an offboarding on sample data.

A person works with focus at a laptop in a calm, minimal office, wearing headphones.