10 Snipe-IT Best Practices

Snipe-IT is an open-source asset management system that helps organizations keep track of their IT assets. It is a powerful tool that can help organizations manage their IT assets more efficiently and securely.

However, Snipe-IT is only as effective as the way it is implemented. In this article, we will discuss 10 best practices for using Snipe-IT to ensure that your organization is getting the most out of the system. We will cover topics such as setting up user roles, creating asset categories, and setting up automated notifications.

1. Use a dedicated account for Snipe-IT

Using a dedicated account for Snipe-IT ensures that the user has access to all of the features and functions available in the system. It also helps protect against unauthorized access, as only the designated user will have access to the system. Additionally, it allows you to track who is making changes or accessing data within the system, which can be helpful for auditing purposes. Finally, using a dedicated account makes it easier to manage permissions and roles within the system.

2. Set up your email settings

Email notifications are a great way to keep your users informed about their assets and any changes that have been made.

You can set up email notifications for when an asset is checked out, returned, or assigned to a user. You can also set up notifications for when an item needs maintenance or has reached its end of life. This helps ensure that all stakeholders are kept in the loop and no one misses important updates.

To set up your email settings, go to Settings > Email Settings. Here you can enter your SMTP server information, as well as customize the emails sent out by Snipe-IT.

3. Create an admin user

An admin user has access to all of the features and settings in Snipe-IT, so it’s important that you create a secure account with strong credentials.

This will ensure that only authorized personnel can make changes to your system. It also helps protect against malicious actors who may try to gain access to sensitive data or change settings without permission.

Creating an admin user is easy – just go to the “Users” tab in the Settings menu and click “Add User”. From there, you can enter the details for the new user and assign them the “Admin” role.

4. Configure the default locations and categories

When you set up your Snipe-IT instance, it’s important to configure the default locations and categories. This will help you keep track of where assets are located and what type of asset they are. It also helps with reporting and analytics, as well as making sure that all assets are accounted for in the system.

By configuring the default locations and categories, you can ensure that all assets are properly tracked and accounted for. This is especially important if you have multiple locations or a large number of assets. Having this information readily available makes it easier to manage and report on your assets.

5. Add custom fields

Custom fields allow you to store additional information about your assets, users, and other items in the system. This can be anything from a serial number or warranty expiration date for an asset, to a user’s shirt size or favorite color.

Custom fields are incredibly useful because they give you more control over how you organize and track data within Snipe-IT. They also make it easier to search for specific items when needed. Plus, custom fields can help you create reports that provide valuable insights into your organization’s IT infrastructure.

6. Upload company logo

Your company logo is a visual representation of your brand, and it’s important to make sure that all of your customers and users recognize it. By uploading your logo into Snipe-IT, you can ensure that everyone who interacts with the system will be able to identify your company quickly and easily.

Additionally, having your logo in Snipe-IT helps to create a more professional look for the system. It also makes it easier for users to find their way around the system since they’ll be able to recognize the logo as soon as they log in.

7. Enable LDAP authentication

LDAP authentication allows users to log in with their existing credentials, eliminating the need for them to remember multiple passwords. This also makes it easier to manage user accounts since you can control access from a single source.

LDAP authentication also provides an extra layer of security by allowing you to set up two-factor authentication and other advanced security measures. Additionally, LDAP authentication helps ensure that only authorized users have access to your Snipe-IT system.

To enable LDAP authentication, simply go to the Settings page in Snipe-IT and select “Authentication”. From there, you can configure your LDAP settings and start using LDAP authentication right away.

8. Customize Snipe-IT to fit your needs

Snipe-IT is an open source asset management system, which means it can be tailored to fit the specific needs of your organization.

By customizing Snipe-IT, you can add features that are important for your business and remove those that aren’t necessary. This will help streamline your asset management process and make it easier to track assets and manage inventory. Additionally, customizing Snipe-IT allows you to create reports that are more relevant to your organization’s goals and objectives.

9. Keep it updated

Snipe-IT is a powerful asset management system, and like any software, it needs to be kept up to date. New features are added regularly, security patches are released, and bug fixes are implemented. Keeping your Snipe-IT installation updated ensures that you have the latest version of the software with all the newest features and security updates.

It’s also important to keep your data backed up in case something goes wrong during an update. That way, if anything does go wrong, you can quickly restore your data from the backup and get back up and running.

10. Back it up regularly

Snipe-IT is a powerful asset management system, and it stores all of your important data in one place. If something were to happen to the server or database where Snipe-IT is hosted, you could lose all of that data.

To prevent this from happening, make sure to back up your Snipe-IT instance regularly. This can be done manually or automatically using a backup tool like Backup Ninja. Backing up your Snipe-IT instance will ensure that if anything does happen, you have a recent copy of your data that you can restore quickly and easily.