Engage Configuration Matrix

Building Configuration

Below is the list of Reservations settings:

Reservations

Field	Description	Level	Engage Web
Limit total reservations field Allowed reservations per 15 minutes field	A System Administrator can set the daily limits for their buildings. See Set Daily Limits for a Building.	Building
Book Safe drop-down Book Safe Distance field	A clever way to ensure your employees are booked in a safe way to ensure social distancing. When your employee reserves a desk, the other desks within a given range will be disabled for bookings. See Set up Book Safe and Distance.	Global or Building
All Day Desk Reservations drop-down	Use this setting to enforce the all day reservation. See Set up the Desk Reservation & Check-in Times.	Global or Building	Only all day
Enable Desk Check In drop-down Desk Check In Open Window field Allow Day Start Time (HH:mm) field	If your business wants employees to make desk reservations as: All-day Desk Reservations Time Block Reservations which allows your employees to choose the desk booking such as All day or 1 hour, 2 hours, 3hours, or 4 hours. If you want your employees to check-in to their desks then in the Engage Configuration, your System Administrator can update the desk check-in window settings. See Set up Desk Reservations and Check-in Times	Global or Building
Auto Cancellation of Desk Reservations check box	When set this will cancel the desk booking if an employee does not check into the desk by the required time. Their desk booking is cancelled and freed up for someone else to use. See Set up Auto-Cancellation of Desk Reservations.	Global or Building
Enforce Booking Allowed drop-down	When you want to control who is booking a desk then your System Administrator can configure Engage to enforce bookings for your employees. For example, this could be used when an employee is waiting for clearance on a security check before they are allowed to make bookings. See Enforce which Employees can Make Bookings	Global or Building

Health Declaration

Field

Description

Level

Engage Web

Engage Mobile

Enable Health Declaration drop-down

Your System Administrator will be able to set up a Health Acknowledge message as part of your desk check-in process. When enabled your employees will not be able to check-in to the desk unless they agree with the custom acknowledge message first.

See Set up a Health Declaration Message.

Global or Building

Engage Configuration

Below is the list of the Engage settings.

General Tab

Field	Description	Level	Engage Web	Engage Mobile
Desk Booking Interval field	Set the interval blocks in minutes in which a user can reserve a desk. For example, if the user selects the time as 8:37 am and wants to reserve a desk for 1 hour then the reservation end time will be 9:45 am.	Global
Support Email field	The support email address used within your organization.	Global
Use Zoom Tiles field	Use default Architectural Floorplans or Stylized Floorplans. See Set up to use the Architectural Floorplans or Stylized Floorplans.	Global
Meeting Room Booking Interval field	Set the interval blocks in minutes in which a user can reserve a space. For example, if the time is 3.08 pm and the user selects that they want to reserve the desk for 30 minutes, the reservation end time will be 3.45 pm.	Global
Support Phone Number field	The support phone number used within your organization.	Global
Support URL field	A URL that links to the client’s support intranet page.	Global
All day desk reservation check-in start time. (Time format should be 'HH:mm') field	Set the check-in times for employees to check into their reserved desk. See Set up the Desk Reservation & Check-in Times.	Global
Brand Color field	Change the color to your company's brand color. See Set up your Corporate Branding.	Global
Concurrent desk reservations field	Enter the number of concurrent bookings. For example, if it is 2 then you can make 2 overlapping bookings. In this situation, you can make a booking at 9:00 am to 10:00 am and a booking at 9:30 am to 12:00 pm. See Limit Concurrent Bookings.	Global
User must login on launch check box	Check the User must login on launch check box to enforce an employee to regularly log in to Engage using a Passcode. See Set up Authentication so Employees Regularly Login.	Global	N/A
Engage Client Logo upload	Upload your company's logo. See Set up your Corporate Branding.	Global
Engage Client Cover Image upload	Upload a cover image. See Set up your Corporate Branding.	Global
SSO Enabled check box	Before you check the SSO Enabled check box make sure your IT team has set up the SSO for your Serraview instance. See Set up SSO for Engage.	Global
Use Floor Plan Available Color check box	Check the Use Floor Plan Available Color check box to turn on the color for available desks. See Set up visibility of reserved desks and available desks on the floorplan.	Global
Floor Plan Available Color field	You may want to change the color of the available desks on the floorplan. See Set up visibility of reserved desks and available desks on the floorplan.	Global
Welcome Title field	Set up the welcome tile. See Set up your Corporate Branding.	Global
Welcome Message field	Set up the brief welcome message. See Set up your Corporate Branding.	Global
MS Teams Integration check box	Your employees will be able to launch their company communication app of choice directly from the person card. Some examples being Microsoft Teams or Slack. This field is no longer required for the set up and for details on how to set up chat integration, See Set up the Chat Integration.	-	Deprecated field	Deprecated field
Person Of Interest - Fire Warden Attributes field	Set up the Person of Interest filters for the Fire Warden. See Set up the Person of Interest Filters.	Global
Person Of Interest - First Aid Officer Attributes field	Set up the Person of Interest filters for the First Aid Officer. See Set up the Person of Interest Filters.	Global
Enable desk check-in check box	Use this setting to enable desk check-in. See Set up the Desk Reservation & Check-in Times.	Global
Auto-Cancellation of desk reservations check box	Use this setting to automatically cancel the desk booking if an employee does not check-in to the desk by the required time. See Set up Auto-Cancellation of Desk Reservations.	Global
Check in window duration field	Configure the check-in times for employees to check into their reserved desk. See Set up the Desk Reservation & Check-in Times.	Global
Desk check-in open window field	Configure the check-in times for employees to check into their reserved desk. See Set up the Desk Reservation & Check-in Times.	Global
Desk check-in close window field	Not in use.	-	-	-
All Day Desk Reservation check box	Use this setting to enforce the all day reservation. See Set up the Desk Reservation & Check-in Times.	Global	Only all day
Future booking limited (in weeks) field	Enter the number of weeks. The minimum duration is 1 week and a maximum of 52 weeks. This setting limits how far into the future an employee can make a desk reservation. See Limit Future Desk Bookings.	Global
Highlighted reserved desks check box	Check the Highlighted reserved desks check box to always highlight the reserved desks on the floor plan. See Set up visibility of reserved desks and available desks on the floorplan.	Global
Hide calendar reservation controls	Waiting for Engage development.
Book Safe check box	A clever way to ensure your employees are booked in a safe way to ensure social distancing. When your employee reserves a desk, the other desks within a given range will be disabled for bookings. See Set up Book Safe and Distance.	Global
Book Safe Distance field	See Set up Book Safe and Distance.	Global
Disable web general access check box	See Disable an Engage Application.	Global
Disable app general access check box	See Disable an Engage Application.	Global
Hide contact information check box	If your business needs to hide contact information from a Person card, then your System Administrator can set this up. See Disable a Person's Contact Information.	Global
Send confirmation emails check box	If your business wants to send out Confirmation Emails when a person books a desk. See Set up Engage to send out Confirmation Emails.	Global
Send cancellation emails	If your business wants to send out Cancellation Emails when a person books a desk.	Global
Allow users to opt-out	If you have an employee that requires not be in found in Engage, you can opt-out the employee from Engage's search. See Enable Employees to Opt-out from Engage's Search.	Global
Show Acknowledgment drop-down Acknowledgment Message field Acknowledgment URL field	If you need to displays a message such as health notices, privacy statements or any other important information you want to convey to the employee in the Engage app, you can set this up to display either daily or when the message is changed. See Set up Acknowledgement Message.	Global
Enable Health Declaration Health Declaration field	This will be part of the check-in process where the employee will see the Health Declaration screen. The employee cannot check-in to the desk unless they agree with the custom message. See Set up a Health Declaration Message	Global
Allow upload of profile pictures	Waiting for Engage development.

Concierge Menu tab

Area

Description

Level

Engage Web

Engage Mobile

Concierge Menu

Set up the concierge menu to connect your employees to information and services.

For more details, See Set up the Concierge Menu for 3 or more menu items.

Global