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Click +Create in the top right of the screen to display the Add/Edit User form:
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General Details
Enter name and email details for the user:
User Name is usually the user's email address.
Alias Name can be used to add a nickname or job role.
Authentication
Enter an Access Code for the user. The user must use this when accessing private information via kiosks.
If using RFID, enter the unique reference code of the RFID allocated to this user.
(Optional) Restrict the user to only certain locations, this user will not be able to view/booking resource not available to them via the Booking Manager (multiple locations can be added).
Allowed Location will limit the locations that a user can create or view bookings, multiple locations can be added to this list).
Default Location this
User Restrictions
By default, users have the ability to view and create bookings for all resources.
To restrict users to specific locations use the Bookable Locations & Viewable Locations options.
Multiple locations can be added to these lists
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All other locations will become unavailable to this user. |
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Adding a location to Viewable Locations will allow the user view-only access to resources in these locations. They will not have access to create bookings.
Default Location helps filter down locations relevant to users, unlike Allowed Location it does not restrict users to only those selected.
This will also be used for loading the most relevant Kiosk for a user when accessing the Kiosk URL without an ID number.
Select the The User Role will allow users access to different aspects of the system.
Roles must be added when you first start using ResourceXpress in order to access menu items.
A User Admin can see all bookings for all users.
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Booking Manager Settings are only available for some booking systems and may not appear if not applicable to your system. |
User Specific Customisations
The Default Calendar View is an optional setting which that allows the initial view of the Booking Manager to be selected, the other views (day, week, month) will still be available to users via manual selection.
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The Assigned Resource Profile option allows for users workspaces to be permanently assigned to a workspaceuser, this is used for reverse hotelling.
The assigned profile will always display as busy and booked by this user during working hours.
Once a profile is assigned there is an option to add Out of Office days which will free this resource temporarily allowing others to make reservations, the user will have access to this view to add their Out of Office days.
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Assigned Resource Profile and Out of Office is a feature available in version 1.6 or later.
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