Getting Started
Welcome to TheStorage — the cloud IT Asset Management platform for teams that want to know, at any moment, what hardware and software they own, where it is, and who is using it.
This guide takes you from zero to a productive inventory in under 15 minutes. No server to install, no database to configure — just sign in, pick a template, and start tracking.
What you'll get
By the end of this guide, you will have:
- ✅ An authenticated tenant secured with your corporate identity provider
- ✅ A pre-seeded inventory template matched to your company type
- ✅ A working Dashboard with live metrics
- ✅ A clear path to import (or add) your first 10 devices
Before you begin
You only need two things:
| Requirement | Notes |
|---|---|
| A modern browser | Latest Chrome, Edge, Firefox, or Safari |
| An SSO account | Microsoft Entra (Azure AD / Office 365) or Google Workspace. Personal Microsoft / Google accounts also work for evaluation. |
For production use, we recommend signing in with your organization's SSO — it automatically syncs your colleagues into the Users page so you can start assigning devices immediately.
Step 1 — Sign in
-
Open https://thestorage.app and click Sign In in the top-right corner.
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Choose your identity provider:
- Microsoft Entra — for organizations using Microsoft 365 / Azure AD.
- Google — for organizations using Google Workspace.
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Complete the SSO prompt. First-time sign-ins may ask for admin consent if your organization requires it.
Step 2 — Create your tenant
A tenant is your isolated workspace. All devices, places, and settings live inside a tenant — and nothing crosses the boundary unless you explicitly move it.
Fill in three fields:
| Field | Purpose | Example |
|---|---|---|
| Tenant name | Globally unique identifier — used as the subdomain and in URLs. Letters and digits only, no spaces. | acmecorp |
| Workspace name | The default logical group inside the tenant — usually a location or department. | London or Engineering |
| Region | Where your data is physically stored. Pick the region closest to your HQ for best performance. Regions may be migrated later via support. | West Europe |
Your tenant name becomes part of every URL (e.g. https://thestorage.app/acmecorp/...) and cannot be changed later. Pick something durable.
Step 3 — Choose a starter template
Templates pre-seed common categories (Laptop, Monitor, Mobile, etc.) and starter tags so you're not starting from a blank page. Pick the one that best matches how your organization works.
| Template | Best for | Pre-seeded categories |
|---|---|---|
| Empty | You want total control and will configure everything yourself. | — |
| Work from Home | Remote-first companies distributing home-office kits. | Notebook, Monitor, Tablet, Mobile, Peripherals |
| IT General | Classic IT departments managing corporate hardware. | Notebook, MacBook, Desktop, Server, Monitor |
| Development Org | Engineering / product teams with mixed hardware. | Notebook, MacBook, Desktop, iMac, Monitor |
You can always add, remove, or rename categories later from the Categories page.
Toggle Generate demo data to pre-load a handful of sample devices so you can explore the app without adding your own data first. Demo data can be deleted in one click from the Devices page.
Step 4 — You're in
You land directly on the Dashboard, which is empty until you add devices. The left sidebar gives you access to every module; the top bar has global search, tenant switcher, notifications, and settings.
Your first 10 minutes
Here's a fast-track checklist. Each item links to the relevant guide.
1. Add a device
Click Devices → + Add Device. Enter a name, pick a category, and click Save. That's the minimum — everything else is optional. Full guide →
2. Or import many at once
Go to Settings → Import, download the Excel template, fill in your existing inventory, and upload. The system previews the import so you can catch typos before committing. Full guide →
3. Sync your users
If you used SSO, head to Users and click Sync Users to pull your colleagues in from Microsoft Entra or Google Workspace. You can now assign devices to real people by name. Full guide →
4. Configure your brand
Upload your company logo under Settings → Branding so it appears across the app and on exports. Full guide →
5. Check your Dashboard
Return to the Dashboard — it now shows live counts, a status-distribution donut, a monthly-spend trend, and an Assignment Coverage gauge.
What to do next
After the first 10 minutes, pick the path that matches your role:
| Role | Start here |
|---|---|
| IT Admin | Device lifecycle · Warranty tracking · Inventory audits |
| Finance / Procurement | Invoice & Currency · Vendor management · Dashboard Monthly Spend Trend |
| Operations | Places · Tags · Tenants for multi-location setups |
| Security / Compliance | Microsoft Intune integration · Directory providers · Security overview |
| HR / People Ops | Employee self-service · Assignment notifications |
Free plan and limits
Every new tenant starts on the Free plan — no credit card required, no 14-day countdown. The plan covers a generous per-tenant device limit (shown as a counter in the top bar, e.g. 12/50). When you're ready to scale:
- Click the Purchase icon in the top bar, or
- Go to Settings → Tenants and upgrade the tier.
The Professional and Enterprise plans unlock email notifications, custom branding, Intune / directory-provider integrations, and more. See the Tenants page for the full feature comparison.
Need help?
- 📚 Browse the full documentation using the sidebar on the left.
- 🧩 Check Support for SLA details and response times.
- ✉️ Email info@livesoft.hu — we read every message.
Welcome aboard. 🚀