Docs
Product documentation for features, workflows, and plan behavior.
Getting Started
QuickstartThe fastest path from spreadsheets to your first audit report.
Roles & PermissionsOwner vs Admin capabilities and what’s protected.
GlossaryDefinitions of key terms used across the product.
Features
AssetsStatuses, conditions, assignments, QR labels, import/export.
Asset StatusesLifecycle statuses, conditions, transition rules, and reactivation policy.
CSV Import (Assets)Bulk upload assets with column mapping and custom fields.
Asset Audit HistoryReview asset-level timeline events and change trail details.
PeoplePeople records, assignments, history, and CSV upload.
CSV Import (People)Bulk upload people with column mapping and custom fields.
Assignments & HistoryTrack who has what and keep an audit trail of changes.
Inventory Sessions (Audits)Run audits with snapshots, scanning, and session history.
Inventory SchedulesAutomatically generate recurring inventory sessions.
Inventory Audit PlaybookA practical step-by-step playbook for running audits.
Export (CSV)Download audit-ready exports of assets and session results.
Analytics OverviewDashboards, reports, trends, and how to interpret them.
“Requiring Attention” KPIWhat the dashboard KPI means and how it’s computed.
Custom FieldsAdd organization-specific fields to assets and people.
QR LabelsBuild label templates and print scannable QR codes.
Layouts ConfigurationControl visible columns for Assets and People list tables.
TrashRestore deleted records or permanently delete them.
Security, Data Retention, and DeletionTrash retention, audit retention, workspace deletion behavior.
Notifications & EscalationsIn-app operational alerts, escalation targets, and handling flow.
TroubleshootingCommon issues and the fastest fixes.
Developers
API AccessIntegrate InvyMate with internal tools using API keys.
API Endpoints (Overview)Endpoint catalog and routing model for tenant-scoped integrations.
WebhooksReceive signed lifecycle events for assets and people.
Plans
Plans & Pricing (Overview)How Basic, Team, and Pro differ (features and positioning).