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Knowledge base / Asset Management / Administration

Administration

2 min read · Asset Management 1.0.0

Everything is configured inside the app — no web part properties, no code. Admins see all sections; managers see Vendors, Announcements, Import and Device sync.

First run: the setup wizard

The first time a site owner opens the page, a wizard lists the 24 AM_ lists it will create and checks permissions, asks for organisation name, team mailbox, time zone, currency and numbering, adds admins, managers and auditors, and optionally adds starter content, turns on email and secures the lists. It is safe to run again — it resumes where it stopped. Anyone without Manage Lists sees “not set up yet” until then.

Capture: setup wizard — list checklist, organisation details step.
First run. The wizard creates every list and column, seeds statuses and types, and secures the lists.

Settings sections

  • Organisation — General (branding, numbering, currency, time zone, features, check-out defaults, maintenance mode), Locations, Vendors.
  • Assets — Asset types, Statuses, Custom fields.
  • People — Asset team (Admin / Manager / Auditor).
  • Communication — Email (flow download, delivery overview, test send, 24 templates with preview), Reminders & digest, Announcements.
  • Data — Import, Device sync (flow download; the client secret is pasted into the download and never stored).
  • System — System & security (on-demand check, Apply security, flow health), Plan & licence.
Capture: Admin General — organisation, branding, numbering, currency, time zone, features.
General. Branding, numbering, currency, time zone and feature switches.
Capture: Admin Email — flow status, delivery overview, template list with live preview.
Email. Flow download, delivery overview and 24 editable templates with preview.
Capture: System & security — validation results, Apply security, flow health stamps.
System & security. On-demand validation, list security and flow health.

Power Automate flows

The app never sends email itself and has no server. Three flows, downloaded from the app as import packages, do the work that needs a mailbox or a schedule. Run them under one account that is an active asset manager or admin (a service account is best). Import via My flows › Import › Import Package (Legacy), choose the connections, import, and turn the flow On. The flow account needs Send As on the asset team mailbox.

FlowDownload fromTriggerConnections
EmailSettings › EmailItem added to AM_OutboxSharePoint, Office 365 Outlook
RemindersSettings › Reminders & digestEvery 5–60 minutesSharePoint
Device syncSettings › Device syncOnce a daySharePoint, HTTP (Premium)
Device sync app registration (daily flow only)Entra admin center › App registrations › New single-tenant registration › Microsoft Graph application permissions DeviceManagementManagedDevices.Read.All and Device.Read.All › Grant admin consent › new client secret. Enter the application id in Settings › Device sync and paste the secret into the download box.
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