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Manage Business Unit Representatives

Eptura Knowledge Center

Manage Business Unit Representatives

As a Business Unit representative who is responsible for validating in the My Workplace, you may be granted the ability to:

  • Add or remove a Business Org Unit Rep
  • Send Workplace Representatives' account information

These actions can be performed in the My Workplace.

  1. Navigate to Validation > My Workplace.
  2. Navigate to the floor where you want to make changes.
  3. Scroll down to the Confirmation Grid to the bottom of your screen.

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4. In the Business Rep(s) column, the names of the Administrators for each team displays.

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5. To make changes, click the Edit link. The Manage Team Reps form will display.

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6. Click Delete worddav6e4f462699f7ba648154bcde982b6c77.png  to the left of the name to delete an existing representative. To add a new representative start typing a name in the text box. Names that match your text will display. Click on the row to select the person as the Business representative.

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7. If required, add more Business Unit Representatives to the team.

8. Click the OK button. The new Business Unit Representatives display in the Confirmation grid.

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If a new Business Unit Representatives has not accessed My Workplace or Serraview before they will need to be emailed access details.

Add or remove a Business Org Unit Rep

Add a Business Org Unit Rep

You can add yourself or another rep as a Business Unit Representative for a team.

  1. In the Confirm Occupancy page in the Staff List area, from the Show (first drop down) select My Workpoints. In the second drop down the buildings where your teams are located displays.
  2. From the Show (second drop down) select a building.
  3. From the Show (third drop down) select a floor.
  4. Optional - In the Search field enter either a workpoint, org unit or person and click the Search button. The Workpoints/Occupant(s) for which you are a business org unit rep displays.
  5. In the Confirm Occupancy page scroll down to the Confirmation area. This displays each team on the floor, their Business Unit Representatives, allocated desks and occupants and the user who last confirmed the team.

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6. Locate the team and in the Business Rep(s) column click the Edit link. The Manage Team Reps dialog displays.

7. In the Name field enter the Business Rep's name.

8. Click the OK button.

Remove a Business Org Unit Rep

If you are no longer the Business Org Unit Rep for a team you can remove yourself or you can remove another Business Org Unit Rep.

  1. In the Confirm Occupancy page in the Staff List area, from the Show (first drop down) select My Workpoints. In the second drop down the buildings where your teams are located displays.
  2. From the Show (second drop down) select a building.
  3. From the Show (third drop down) select a floor.
  4. Optional - In the Search field enter either a workpoint, org unit or person and click the Search button. The Workpoints/Occupant(s) for which you are a business org unit rep displays.
  5. In the Confirm Occupancy page scroll down to the Confirmation area. This displays each team on the floor, their Business Unit Representatives, allocated desks and occupants and the user who last confirmed the team.
  6. Locate the team that lists the Business Org Unit Rep and click the Edit link under the name. The Manage Team Reps dialog displays.
  7. Next to Business Org Unit Rep's name, click the Remove worddava6f33f6c9153c2951e6a62e550604f5b.png icon to remove the name.
  8. Click the OK button.

Send Workplace Representatives' account information

You can send an email to the Workplace Representatives containing details on how to sign into the My Workplace and start validating.

  1. Navigate to Validation > My Workplace.
  2. From the menu, click the Send Login button.

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3. In the Send Invitation field, enter new representative's name. A list of names displays.

4. Select the representative's name.

5. Click the Send Invitation button. The user will receive an email with details on how to sign into My Workplace.

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