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How to Switch Between ITAM and FAM Profiles

xAssets Configuration Guide
Getting Started

How to Switch Between ITAM and FAM Profiles

This page explains how to switch between profiles in xAssets -- for example, moving from IT Asset Management (ITAM) to Fixed Asset Management (FAM) or any other configured profile. Profiles control which menus, asset categories, and data you see.

What Are Profiles?

Profiles separate xAssets into distinct functional areas. Each profile shows only the menus, categories, and data relevant to a specific role or department. Common profiles include:

  • IT Asset Management -- inventory, contracts, software licensing, discovery
  • Fixed Asset Management -- asset accounting, depreciation, financial transactions, barcoding
  • Fleet Management -- vehicle-specific menus and categories

Your administrator configures which profiles are available and which user groups can access them. See Profiles for the full reference.

Where to Find the Current Profile

The current profile name is displayed at the top of the main page, typically in the header area. For example, you might see "IT Asset Management" or "Fixed Asset Management" displayed near the top-left corner.

How to Switch Profiles

  1. Click the profile name displayed at the top of the page.
  2. A dialog appears showing all profiles available to your user account.
  3. Select the profile you want to switch to (e.g., "Fixed Asset Management").
  4. The page reloads with the new profile active.

After switching, you will see:

  • Different menus in the navigation -- each profile has its own set of menu categories.
  • Different asset categories in the category tree and dropdown lists -- the profile's Category Filter Query controls which categories are visible.
  • Different asset records in queries -- the profile's Asset Filter Query restricts which assets are shown.

Note: xAssets remembers your last-used profile. The next time you log in, you will automatically be placed in the profile you used most recently.

What Changes Between Profiles

Element Behaviour
Menus Each menu category belongs to a specific profile (or to the Global profile, which appears in all profiles). Switching profiles changes which menu categories are visible.
Category tree The profile's Category Filter Query determines which asset categories appear in the tree and in dropdown lists.
Asset records The profile's Asset Filter Query restricts which assets are visible in queries and the asset editor.
Tasks and incidents The profile's Task Filter Query restricts which help desk items are visible (if the Help Desk module is enabled).
Dashboards Each profile can have its own dashboard configuration.
Global menus Menu categories assigned to the "Global Version 7" profile are visible in all profiles (e.g., Admin, user preferences).

Common Scenarios

Switching from ITAM to FAM

You are an IT asset manager who also handles fixed asset accounting:

  1. Click the profile name (e.g., "IT Asset Management") at the top of the page.
  2. Select Fixed Asset Management from the dialog.
  3. You now see financial menus (depreciation, journals, accounting periods) and financial asset categories, while IT-specific menus (software licensing, discovery) are hidden.

Switching Back

  1. Click the profile name (e.g., "Fixed Asset Management") at the top of the page.
  2. Select IT Asset Management from the dialog.
  3. IT menus and categories reappear.

Troubleshooting

Problem Possible Cause Solution
Only one profile appears in the dialog Your user group only has access to one profile Ask your administrator to grant access to additional profiles
A profile does not appear at all The profile is disabled Ask your administrator to enable it in Admin > Menus > Profiles
Cannot see expected data after switching The profile's filter queries exclude the records you need Ask your administrator to review the Category Filter Query and Asset Filter Query on the profile

How Profiles Interact with Permissions

Profiles and user groups are complementary:

  • Profiles control which menus and data subsets are visible based on the current functional area.
  • User groups control permissions -- what you can do with the data you can see (create, edit, delete).
  • Both filters apply simultaneously. If a profile filter and a user group table permission filter restrict the same data, you see only records that pass both.