Getting Started
Configuration
Docs
Customer documentation for workspace setup, day-to-day workflows, integrations, and account data handling.
Find the right guide
Start with workspace setup, follow the asset lifecycle from intake through audits, or connect InvyMate to the tools your team already uses.
Set up a workspace
Create your workspace, add records, and complete the first audit-ready workflow.
Start with QuickstartManage and audit assets
Organize equipment records, track assignments, and run repeatable inventory audits.
Explore asset workflowsConnect your tools
Use API keys, webhooks, or read-only MCP access to connect InvyMate with your existing workflow.
Explore integrationsGetting Started
QuickstartSet up your workspace, add records, and complete your first audit-ready workflow.
Roles & PermissionsUnderstand Owner and Admin responsibilities across the workspace.
GlossaryDefinitions of key terms used across the product.
Core Workflows
AssetsCreate and manage the equipment records you track in InvyMate.
Asset StatusesUnderstand lifecycle states and when to use each one.
CSV Import (Assets)Bulk upload assets with column mapping and custom fields.
Asset Audit HistoryReview asset-level timeline events and change trail details.
PeopleManage assignees, ownership, and offboarding records.
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 OverviewUse dashboards, trends, and reports to spot work that needs attention.
Notifications & EscalationsReview alerts, priority issues, and the actions needed to resolve them.
Configuration
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.
Integrations
API AccessCreate API keys and connect InvyMate to scripts or other tools.
MCP AccessConnect Claude Code or Codex to read asset and custody data safely.
API Endpoints (Overview)Understand the main API resource groups, auth pattern, and request shape.
WebhooksReceive signed lifecycle events for assets and people.
Account & Data
Security, Data Retention, and DeletionLearn what is recoverable, how long deleted records stay in Trash, and how destructive actions work.
Profile & PreferencesReview your account details and manage personal email and theme preferences.
TrashRestore deleted records or permanently delete them.
TroubleshootingCommon issues and the fastest fixes.