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Add a User

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Level: Administrator

Your Administrator can add new users in the Admin Module.

1. Navigate to Admin > Users. The users list displays.

clipboard_e68dec0d701f99a510579d9be1ef5dd3d.png

2. Click the Add User button.

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The Add User screen contains the following:

  • User Information
  • Permissions
  • Location Information
  • Categories
  • Additional Information

Step 1. Complete the User Information

This contains all the basic information about the user. Complete the following:

Field Description
First Name field Enter the first name of the new user.
Last Name field Enter the last name of the new user.
Email field Enter an email address for the new user.
Username field Enter a username for the new user. 

Step 2. Set the Permissions

This allows you to set the user's permissions. Complete the following:

Field Description
Site Admin toggle Toggle whether or not the user is a system administrator and select which centers they have access. If a user is selected as an administrator, they will automatically have access to all centers (no need to select).
Building Centers  

All Centers

Select All Centers tab to display the centers. Then select which centers the user has access to and what role, for example, Customer, Operator, Manager, Administrator.

Step 3. Complete the Location Information

This contains all of the location information about the user. Complete the following:

Field Description
Seat Classification drop-down

Select the seat classification either:

Assigned

A user (employee) who has an assigned seat location and is usually in the office most days of the week. Also, they can be member of a neighborhood.

  1. When you select Assigned the Space field displays.
  2. If you know the space's name then enter it in the field or click Browse and locate the floor's space.

If the user is assigned to an inactive or unoccupiable space, the clipboard_e7ef7b88d6c876f2704884588c47767e0.png(Incorrect Assignment) icon displays to the right of the Space field to alert you to the incorrect assignment. 

Hybrid

The user (employee) is assigned to a neighborhood section without a seat, usually they split their time between home and the office. 

  1. When you select Hybrid the Section field displays.
  2. If you know the section's name then enter in the field, or click Browse and locate the floor's section.

Remote

The user does not require a seat or neighborhood assignment, as usually they do not come in to the office.

The user’s access is based on the permission defined within each module’s center, such as Customer, Operator, Site Administrator and the User Permission Matrix contains the details the permissions.

Step 4. Complete the Categories

This allows you to add users to specific categories. Complete the following:

Field Description
Org Structure field Click the Browse button and then navigate the Org Structure to select a category. Such as Marketing, Sales, Call Center.

Step 5. Complete the Additional Information

This allows you to enter additional information about a user. Complete the following:

Field Description
User Type drop-down

From the drop-down select the user type. Such as Employee.

User Types can be defined, see User Types.
Alternative Delivery field Enter another user's name. When you type the list of users display and you can select a user.
Company field Enter the user's company name.
Job Title field Enter the user's job title.
Phone field Enter the user's phone number.
Extension field Enter the user's extension.
Mobile Phone Number field Enter the user's mobile number.
Employee ID field Enter the user's Employee ID.
Floor Warden toggle If the user is a floor warden then toggle to Yes.
Special Needs toggle If the user has special needs then toggle to Yes.
Comments field Enter in any comments.
Known as field Enter the user's preferred name.

Step 6. Save

Click the Save button to add the user.