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How do I move a tag from one customer account to another? (Internal)

Steps to move a physical tag from one customer account to another

Remove a tag from Asset and from the Customer inventory

  1. Log in using customer user creds (test accounts) or impersonate (test accounts or customer accounts)
  2. Navigate to Asset Mgt
    1. All Asset
      1. Search for the Asset you want to remove a tag from
        1. Select Action
          1. Select Edit
  3. Select "Remove Tag" (it is a red CTA (call to action))
  4. Select the top radio button -> "Tag is damaged and no longer operable (Won't be part of your inventory)"
  5. Select "Remove Tag" (it is a red CTA (call to action))
    1. 1_how-do-i-move-a-tag-from-one-customer-account-to-another
  6. Select "Save" (it is a blue CTA (call to action))
  7. You will see the state changes from Active to Archived state on asset, on tag it disappears from the inventory, the tag moves from Utilized to Available state
    1. The tag is not only in the Troverlo inventory and moves from Utilized to Decommissioned state
  8. Logout

Remove Tag from Troverlo Inventory

  1. Log in as a Troverlo user
  2. Find tag
    1. Navigate to Tags
      1. Search for tag you are looking for (use TagID)
        1. Select Actions
          1. Select Edit
            1. Select Delete
              1. Select Yes, I am sure
  3. The tag will now be removed from both the customer and the Troverlo inventory

Add the Tag back to the Troverlo inventory

  1. Stay Logged in as a Troverlo user (or log back in if logged out)
  2. Navigate to Tags
  3. Click on CTA (call to action) on upper right "Create Tag"
  4. Fill in all the fields
  5. Save

Add the Asset to a new company using that TagID

See KB Asset Management


What happens to the Asset?

The Asset will have its state changed to Archived.

What happens to the Tag?

The tag will now be removed from both the customer and the Troverlo inventory.

What happens to the Subscription

The subscription will have its state changed to Available and can be used by next Asset that is created with the same Tag Type.

Can I add a tag to this archived asset?

Yes, if you add one, it will make the Asset active again.

What happens to the observations that came into the system for that tag?

The observations are associated w the Asset, not the tag, so they are still there.