Create a group and set permissions
Before you start
Before creating a group you must create a location. Learn more: Locations
How to create a group
Duplicate an existing group: To start a new group with the same settings, email templates, and rules as an existing group, create a duplicate group. Learn more: Create a duplicate group
Follow the steps to create or edit a group.
- Navigate to Application Setup > Groups.
- Click the Specify a country drop-down and select the country for the new group.
- Click New Group.
- Refer to the table and complete the fields for the new group. Click Save when done.
Group fields |
Description |
|---|---|
| Group Name | Enter the name of the group. |
|
Type (group resource type) |
Select the type of resources the group will manage:
*Whole-day or half-day booking slots for 'all-day' personal space resources depend on your organization's global configuration. Learn more: Global settings for personal spaces |
| Location | If an hourly personal space group is selected, you can select the locations for the group now. Otherwise, you must add the group to a location after it has been created. Learn how: Add a group to a location |
| Group Mapping | Contact Condeco support for further details and guidance on how to restrict user access to groups, utilizing SQL scripting along with Active Directory groups, or using the HR feeds tool. |
Default permissions: Define how users can interact with bookings.
Default permissions |
Description |
|---|---|
|
Can view
|
Allow all users to view the group. If disabled, only users who are members of this group can view the resources. |
|
Make bookings
|
Allow users to select and create a booking. If not enabled, the group is a 'restricted group' and the resources are only bookable by users who have been granted explicit permissions to the restricted group. Learn more: Restricted groups |
| View other users’ bookings | Allow users to view details of bookings created by others. |
| Edit other users’ bookings | Allow users to edit bookings created by others. (Applies to meeting space resources only). |
| Delete other users’ bookings | Allow users to delete bookings created by others. (Applies to meeting space resources only) |
| Allow managed access to other admins | Enables group administrators to manage bookings made by other administrators. (Applies to meeting space resources only). |
| Hide meeting space name from user | Hides meeting space names from search results, when booking a meeting space, and from the booking/advanced grids. (Applies to meeting space resources only). |
Search options: Enable or disable automatic allocation of personal spaces.
Search options |
Description |
|---|---|
| Prevent specific space requests | Disables the Search and Floor plan options when booking personal spaces to prevent users from selecting a specific space. (Not applicable for meeting spaces/delivery points). |
| Enable 'Quick book' button | Displays the 'Quick book' button on the search tools. Allows the user to book an automatically allocated space. Cannot be disabled if 'Prevent specific space requests' is enabled. (Not applicable for meeting space/delivery points). |
Next step
When your group is created and the group's resource type is set, you can configure the booking rules for the group.
Learn more: