Creating an organisation

The sign-up page creates a new organisation — a workspace of its own, with you as its first administrator — from the product’s main address.

Reach it from Create an account on the sign-in screen (“New to Asset Infinity?”).

If your company already uses the product, do not sign up — ask your administrator to invite you. Signing up creates a second, empty organisation that cannot see the first, and reporting across the two is impossible.

The form

Field	What it means	Notes
Organisation	Your company or site.	Required. Names the workspace and its first site. Your organisation’s code is made from it.
Your name	Your full name.	Required. Every work order you touch is signed with it.
Work email	What you will sign in with, and where the confirmation link and any reset link go.	Required. A temporary or disposable inbox is refused, because the workspace only opens once the address is confirmed.
Password	Your password.	Required. At least 12 characters. Length beats punctuation — four unrelated words is a good password. The eye button shows what you typed.

Create workspace creates the organisation and sends a link to the address you gave. Already have an account? Sign in goes back to sign-in. Under the form, Get the mobile app offers the field app your technicians will use, chosen the same way as on the sign-in page — see getting the mobile app.

Confirming your address

The workspace waits for its address. Check your email names the address the link went to; open the link, press Open my workspace, and you land inside it signed in as its first administrator. Nobody can sign in before the link is followed, not even with the password you chose, and the trial starts when the workspace opens. Send the link again sends a fresh one, and Use a different address takes you back to the form to correct a mistyped address. A workspace whose link is never opened is deleted after a week. The screens and their messages are described step by step in signing in.

The Welcome questions

The first time you are inside, you are asked two questions, described in full under the Welcome questions:

Question	What it sets
Where is your organisation based?	The country, and with it the currency, date format and time zone, plus your phone number so our team can call to help you set up. It cannot be skipped. Each can be changed afterwards on Organisation
What does your organisation do?	An industry, which installs that industry’s asset categories, location types and request categories, switches on the modules it uses beyond the core, and may rename what the product calls things. Add sample data to try things out (the default) also adds assets, locations, people, suppliers and spare parts with eight weeks of jobs, inspections and meter readings; Start empty and load our own installs the categories alone. Choosing General asks one more page, What would you like to start with?

Sample data can be cleared at any time from the banner on Getting started. An organisation’s own address — its subdomain or its own domain, set under Branding — never offers sign-up. Opening /sign-up there shows Accounts here are by invitation: the organisation manages who can sign in at that address, so ask one of its administrators to invite you, and its help desk address is shown where it has one. Back to sign in returns to the sign-in page. Some installations provision organisations by hand and do not offer self-service sign-up at all.

What a new organisation contains

A new organisation is not empty. It arrives with:

Created	Detail
You	Its first user, holding the System Administrator role
One role	System Administrator, which holds everything. You compose every other role — see roles
A first site	Named after your organisation. Rename it to your actual site
Your industry’s starter set	The categories, location types and modules of the industry you chose on the Welcome step, and its sample data if you asked for it
State models	Published lifecycles for work orders, requests, assets and the other records, ready to use. See statuses
Notification subscriptions and templates	So service-level breaches, expiring contracts and certifications, comments and the rest reach somebody — the administrator until you name a narrower role. See notifications
A password policy	The product’s defaults. See authentication
Starting configuration	Work order types, reasons for extending a deadline, a failure taxonomy, criticality levels, meter types, vendor types, booking types, device and lost-property categories, energy commodities, document categories, label designs, AI prompts, default dashboards and reports

Everything above is yours to change.

The trial

A self-service organisation starts on a 14-day trial. Billing shows the days left, and a banner appears across the application in the last seven days. When the trial ends, nothing you set up is lost — choosing a plan puts you back where you left off.

First things to do

After sign-up the product opens Getting started, the checklist of what it needs, until you have loaded at least one asset.

Check your organisation settings

Currencies, language, timezone and planning horizon on Organisation.

Rename the site and build its locations

On the sites register and inside a site. Give it a working week — see setting up sites.

Compose roles, then invite people

Make narrower roles on roles before inviting anybody who should not run the organisation, then add people under people and access.

Configure before loading

Asset categories, criticality and meter types before you load assets — easier than reclassifying afterwards. See asset settings.

Load your data

Work down Getting started, importing the files you have.

Build your first plan

See the plan builder.

Several companies and sites in one organisation

One organisation can hold several companies, business units, cost centres and departments, and as many sites as you need. Do not create a second organisation for a second site — reporting across them would then be impossible. See organisation structure and the sites register. Anyone signed in can also open a further, separate organisation of their own from their profile; it starts with them as its administrator, exactly as signing up does, and asks the same Welcome questions. Its first site is named after the organisation when the First site box is left blank, so sample data always has somewhere to go. Joining an organisation that already exists still means being invited into it.

Setting up

Configuration

The form

Confirming your address

The Welcome questions

What a new organisation contains

The trial

First things to do

Several companies and sites in one organisation

The form

Confirming your address

The Welcome questions

Where sign-up is not offered

What a new organisation contains

The trial

First things to do

Several companies and sites in one organisation