Create a New User
- Elliot Dooleysmith
- Anantha Kumar
Open the User list screen:
Click +Create in the top right of the screen to display the Add/Edit User form:
General Details
Enter the name and email details of 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.
User Restrictions
By default, users can view and create bookings for all resources.
To restrict users to specific locations use the Bookable Locations & View Only Locations options.
Multiple locations can be added to these lists
v2022.1 Adding a location to Bookable Locations will allow the user to view and create bookings in this location.
All other locations will become unavailable to this user.
v2022.1 View Only Locations works in conjunction with Bookable Locations.
Adding a location to View Only 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.
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.
Booking Manager Settings are only available for some booking systems and may not appear if not applicable to your system.
Default Home Page provides a dropdown list of available pages that the user can set as their default landing page when accessing ResourceXpress via the browser.
User Specific Customisations
The Default Calendar View is an optional setting 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.
My Booking Colour is used to distinguish the signed-in user's bookings from other bookings in the Booking Manager
The Date Format can be used to change the day, month, and year format of dates shown throughout the admin screens, this does not affect Resource, Kiosk, Maps or Qsign profiles.
The Assigned Resource Profile option allows for workspaces to be permanently assigned to a user, 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.
v2022.1 Users can now be assigned to more than one space—for example, desk and parking.
v2022.3 Multi-selection and Delete Selected options are now available.
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Assigned Resource Profile and Out of Office is a feature available in version 1.6 or later.
Out of Office is not applicable for assigned spaces using a Non-bookable Workspace licence.
Click Save to return to the Users List.
To create users, email needs to be configured, check out theEmail Settings Tab for information on setting this up.
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