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 and H&S Admins. Open your user menu (top right) and choose Organisation Settings. From there you can:

• Edit the organisation name
• Choose when overdue checks are marked as missed. An overdue check can still be done until then. The default is 24 hours, and you can choose anything from 0 hours (straight away) to 168 hours (one week). See Overdue Checks
• Choose what happens when a check is missed: add a catch-up check (the default), make the next check due straight away, or carry on with the normal schedule. This applies to checks that are weekly or less often, and you can change it for individual assets. See What happens after a check is missed
• Choose how often the overdue summary email is sent: daily, weekly on Mondays (the default), or not at all. This is the default for everyone; each person can choose differently on their Profile page. See Overdue Summary
• 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

The Owner and H&S Admins can open and change Organisation Settings. Recording closedowns needs the org-settings:manage permission, which only the Owner role has by default.