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Step 3: Master Data

Written by Katharina Kos

Once you are logged into the system and familiar with the basic navigation, it is time to bring it to life!

Your master data is the linchpin of the remberg system, and adding Assets, organizations, contacts and Parts provides you with the basis for quickly making the system your own.

Read below to find out what types of objects are available in the Master Data and what they can be used for:

3.1 Assets

"Assets" are all types of machinery, equipment or items that you manage and on which work needs to be carried out (e.g. compressors, fire doors or ladders).

Read below to find out how to create Assets manually in the system:


3.2 Internal Users

"Users" are internal persons assigned to your own organization. To facilitate their management, they can be assigned to user groups and user roles.

Read below to learn how to manually create internal users in the system and invite them to the system:

User Groups

To manage internal users, you can add them to one or more user groups. You can read about what you can use user groups for here.

User Roles

To ensure that internal users can only perform the actions in remberg that they are supposed to, you assign them to the appropriate user role. Each role has the appropriate rights in the system. You can read about the roles available to you here.


3.3 Organizations

"Organizations" can be manufacturers, distributors, suppliers, and many others with whom you are in contact and to whom Assets and Work Orders can be assigned.

Read below to find out how to manually create organizations in the system:


3.4 External Contacts

"Contacts" are external persons assigned to external organizations. These are the employees of manufacturers, suppliers, etc.

Read below to find out how to manually create external contacts in the system:


3.5 Parts

You can link "Parts" to Assets or Work Orders.
Read below to find out how to create parts manually in the system:


3.6 Initial Import

You can upload master data in bulk via the data import feature. Read below to learn how it works:

Updating the Data

You can keep your master data up to date either manually or in bulk using the import feature, or have it synchronized automatically via the API interface if, for example, it is already stored in your ERP system. You can find the documentation for the remberg API endpoints in our Developer Hub.

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