Kits Guide

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 will explain what Kits are and how to utilize them.

What are Kits?

Kits in Setyl allow you to create groups of assets and applications as templates which can be used for onboarding employees.  They can also be utilized for managing inventory and receiving low stock notifications for assets based on customizable thresholds.

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

Kits are completely customizable and can be created for any scenario. They are 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 meeting 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 multiple departments receive the same Apple MacBook, that Asset Group can be used in both Kits. Inventory and stock levels will be tracked automatically across all Kits that use it.

How to create a Kit

To create a new Kit in Setyl:

1. Navigate to Kits

2. Click + Add New Kit

3. Enter an appropriate name for your Kit

4. Click Add Kit

Adding Assets to a Kit

1. From your Kit, click + Add Asset.

2. To add an existing asset group:

   1. Select Select Existing.

   2. Search for the asset group.

   3. Click Select.

3. To create a new asset group:

   1. Select Create New.

   2. Under Details, enter an appropriate name for the asset group.

   3. Under Filters, choose the Asset Type.

      Note: Asset groups only support one asset type per group. This is because each asset type can have unique fields for filtering.  For example, laptops have a CPU field, while monitors have a Screen Resolution field.

1. 1. Add as many filters to the asset type as needed.

   2. Click Create Asset Group.

Adding Applications to a Kit

1. From your Kit, click + Add App
2. Under Select App/License select the App/License
3. Click Add App

How to use Kits

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

Onboarding Template

To use a Kit during the onboarding process:

1. Navigate to the profile of the user who is Onboarding.

   Note: The user’s status must be set to Onboarding to use a Kit template.

2. Under Assign Assets & Apps, click Use Kit Template.

3. Search for the Kit template you want to use and click Select.

4. The asset groups and applications from the selected Kit template will now be listed for the employee.

5. Under Assets, click View Stock beside an asset group.

6. Search for an asset from that asset group and click Assign.

7. Under Apps, click Assign beside any appropriate licenses.

Low Stock Notifications

Low stock notifications help you stay informed when the available quantity of an asset group drops below a set threshold. Alerts will appear both on your home dashboard and via email notifications.

To set a low stock alert for an Asset Group:

1. Navigate to Assets -> Asset Groups.

2. Locate the Asset Group you want to monitor.

3. Click the 3 Dot Menu ( ⋮ ) next to the Asset Group and select Set low stock alert.

4. In the Set Low Stock Alert panel:
   a. Select Stock is lower than:
   b. Enter the quantity threshold for triggering an alert.

5. Click Update Asset Category to save your settings.

You can also add a low stock alert for any Asset Group from the kit it belongs to.  From the kit screen click the 3 dot menu

Additional resources

For further assistance please use the live chat at the bottom of the screen, or email us at hello@setyl.com.