---
title: Kits and Asset Groups Guide
description: How to group Assets, build Kits for onboarding, and get low stock alerts.
---

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1. [Support Center & FAQs | Setyl](https://help.setyl.com/?hsLang=en)
2. [Assets & Devices](https://help.setyl.com/assets-devices?hsLang=en)

# Kits and Asset Groups Guide

## How to group Assets, build Kits for onboarding, and get low stock alerts.

Companies often have a standard set of assets or applications that are assigned to employees based on their job role or department. Kits in Setyl are designed to capture this process. This guide explains what Kits and Asset Groups are and how to use them.

### What are Kits?

Kits in Setyl let you create groups of assets and applications as templates, which can be used for onboarding employees. They can also be used for managing inventory and getting low stock notifications for assets based on thresholds you set.

Kits are made up of Asset Groups and Applications, and can contain as many of each as needed.

Kits are completely customizable and can be created for any scenario. They're most often used as templates for a specific role, department or location. For example, you might create a Kit called "Developer Kit – UK".

### What are Asset Groups?

An Asset Group is a collection of assets that meet certain criteria, specifications or filters. An Asset Group can be as broad or as specific as you choose. For example:

- An Asset Group called "Laptops" could include all assets with the asset type "Laptops".
- A more specific Asset Group could be "Apple MacBooks (512 GB)", containing all Apple MacBooks with that storage size.

Kits can also share the same Asset Group. For example, if several departments receive the same Apple MacBook, that Asset Group can be used in each of their Kits. Inventory and stock levels are tracked automatically across all Kits that use it.

**Assets are added automatically.** An Asset Group is based on its filters, so every Asset that matches them is included, including Assets you add later. There's no need to keep the group up to date by hand: new laptops, returns and replacements appear in the right group as soon as they match. To change what's included, just update the filters.

**Asset Groups aren't the same as Groups.** **Groups**, under **Organization \> Groups**, are groups of people, usually synced from Microsoft Entra, Google Workspace or Okta, and used for things like assigning Licenses automatically. Asset Groups are only for organizing Assets.

### Managing Asset Groups

You can create and edit Asset Groups on their own, or from inside a Kit (see below). To manage them on their own, go to **Assets \> Asset Groups**.

- **Create a group:** click **+ Add Asset Group**, enter a name, choose the **Asset Type**, then add filters.
- **Edit a group:** click the **⋮** menu next to it and select **Edit**.
- **Set a low stock alert:** click the **⋮** menu and select **Set low stock alert**.

Each group shows its **Total Assets** and **Available Stock**. Click a group to see every Asset in it.

**Filters**

Each group has one **Asset Type**, which can't be changed once chosen. This is because each asset type has its own fields. For example, laptops have a CPU field, while monitors have a Screen Resolution field. You can then add as many filters as you need, using fields such as:

- **Specifications:** CPU, Motherboard, Operating System, Operating System Type, RAM (GB), Screen Resolution, Screen Size (inches), Storage Size (GB)
- **Organization:** Department, Group, Team, Legal Entity, Location, Sublocation
- **Device:** Manufacturer, Model, Status

Each filter uses **contains**, **starts with** or **ends with**.

**Tip:** filters match the text exactly as it's stored on your Assets. Keep filter values short so they catch every variation. For example, "Manufacturer contains **Apple**" matches Assets listed as "Apple" and "Apple Inc.", but "contains **Apple Inc.**" misses any listed just as "Apple".

### What counts as Available Stock?

You decide this under **Settings \> Company Settings \> General \> Assets: Available Stock**:

- **Unassigned Assets:** any Asset in the group that isn't assigned to anyone counts as available.
- **All Unassigned Assets with the Following Statuses:** only unassigned Assets with the statuses you tick count. For example, tick **Available** and **Storage**, and leave **Broken** and **Lost** unticked.

Available Stock is also what low stock alerts are based on.

### How to create a Kit

1. Go to **People \> Kits**.
2. Click **Add New Kit**.
3. Enter a name for your Kit.
4. Click **Add Kit**.

### Adding Assets to a Kit

1. From your Kit, under **Assets required**, click **+ Add Asset**.
2. Either:
     - **To add an existing Asset Group:** select **Select Existing**, search for the group and click **Select**.
     - **To create a new Asset Group:** select **Add New**, enter a name under **Details**, choose the **Asset Type** under **Filters**, add as many filters as you need, then click to create the group.

To change or remove a group in a Kit, click the **⋮** menu on it. You can **Edit** it, **Set low stock alert**, or **Remove from Kit**. Removing a group from a Kit doesn't delete the group.

### Adding Applications to a Kit

1. From your Kit, under **Apps required**, click **+ Add App**.
2. Under **Select App / License**, choose the App and License.
3. Optionally, enter a **Role**, for example "Editor" or "Admin", so whoever sets up the account knows what access to give.
4. Click **Add App**.

To change or remove an App, click the **⋮** menu on it and select **Edit** or **Remove from Kit**.

### How to use Kits

Kits can be used as a template when onboarding employees, so they receive the right assets and application licenses for their role or department. Kits can also be used to monitor inventory and get low stock notifications.

### Onboarding template

To use a Kit during onboarding:

1. Go to the profile of the person who is onboarding. Their status must be **Onboarding** to use a Kit template.
2. Under **Assign Assets & Apps**, click **Use Kit Template**.
3. Search for the Kit you want to use and click **Select**.
4. The Asset Groups and Apps from the Kit are now listed for that person.
5. Under **Assets**, click **View Stock** beside an Asset Group, search for an Asset and click **Assign**.
6. Under **Apps**, click **Assign** beside each License they need.

Note: once someone is onboarded, the Assets assigned from a Kit no longer have any connection to each other in Setyl.

### Low stock notifications

Low stock notifications tell you when the Available Stock of an Asset Group drops below a threshold you set. Alerts appear on your home dashboard and are also sent by email.

To set a low stock alert for an Asset Group:

1. Go to **Assets \> Asset Groups**.
2. Find the Asset Group you want to monitor.
3. Click the **⋮** menu next to it and select **Set low stock alert**.
4. In the **Set Low Stock Alert** panel, select **Stock is lower than** and enter the number that should trigger an alert.
5. Click **Update Asset Category** to save.

You can also set a low stock alert from a Kit. Click the **⋮** menu on the Asset Group and select **Set low stock alert**.

Note: low stock checks run once a day. To avoid too many emails, the same alert for an Asset Group is only sent again if at least 7 days have passed since the last one. Each person can turn these emails off under **Personal Settings \> Notifications** (see [Which emails does Setyl send?](https://help.setyl.com/email-notifications?hsLang=en)).

### Additional resources

For further help, use the live chat at the bottom of the screen, or email us at [hello@setyl.com](mailto:hello@setyl.com).

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