Organisation Setup

Your organisation is the top-level container in AssetBuddy. It holds all your sites, assets, users, templates, and configuration.

Initial setup

When you first register and create your organisation, AssetBuddy runs an onboarding flow:

1. Create your organisation — enter your organisation name
2. Default data is seeded — system default asset categories, check templates, and roles are created
3. Create your first site — add your primary location
4. Create your first asset — add a piece of equipment to get started

After onboarding, you can continue adding sites, assets, users, and templates at your own pace.

Organisation settings

Organisation settings are managed by the Owner role. From the Organisation settings page you can:

• Edit the organisation name
• View your plan — see which plan your organisation is on
• Manage settings — configure organisation-wide preferences

Roles and permissions

The Owner can configure roles and permissions from the Roles & Permissions page:

• View all system roles and their current permissions
• Customise permissions for each role
• See which permissions are available

See Roles Explained for details on what each role can do.

Default data

AssetBuddy creates the following defaults for new organisations:

Default roles

• Owner, H&S Admin, Site Manager, Supervisor, Engineering, Operator, Contractor, Director

Default asset categories

• General Equipment, Vehicles, Fire Safety, Access Equipment, Building Systems, Electrical, PPE

Default check templates

• System templates for common inspection types, which you can copy and customise

Required permissions

Only the Owner role has access to organisation settings (org-settings:manage permission).