How To: Use and Manage Custody

Assigning and Releasing Custody

Assigning Custody

1. Go to Items (or Kits) in the main menu.

2. Select an Item.

3. Click Actions, then choose Give or Take Custody.

1. Find the Item you wish to release from Custody.

2. Click into the item to open the Item's page.

3. Click Release Custody in the top-right corner.

This capability must be manually enabled. You can do so by following these steps:

1. Click on Settings on the left-hand menu.

2. Click on Add-ons, then at Custody.

3. Click on Settings, then enable Allow to release items at other locations.

4. Click Save.

   

Locating Items in Custody

1. Navigate to Items (or Kits) page.

2. Use the filter on the left-hand side and select In custody.

Finding All Items in Custody of a User

See items held by a specific contact:

1. Navigate to the Users page, and select the desired User.

2. Go to the Items tab to view the Items currently in Custody.

Finding All Items in Your Custody

Check items currently in your Custody:

1. Visit your Dashboard and scroll to the relevant section.

NOTE: Make sure that users have appropriate Permissions to manage Custody. You can read more on our How to Manage User Roles and Permissions guide.