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Set up a Person to book on behalf of another

Eptura Knowledge Center

Set up a Person to book on behalf of another

Level: System Administrator / Serraview Implementation Team

Your System Administrator can set up a person to book on behalf of another. The person who will complete the bookings on behalf of someone else will need the following secured actions:

Secured Action Description
Reservations - Book on behalf of another person For the delegated users making the bookings, update their Serraview user account with the secured action Reservations - Book on behalf of another person. Now the person can make a desk booking in Engage and they will require desk reservation permission in order to book it. See Set up Desk Reservation Permissions.
Reservations - Bypass concurrency limit If you want to make multiple concurrent bookings then add the secured action Reservations - Bypass concurrency limit to their Serraview user account and the limit concurrent reservations field will not apply. See Limit Concurrent Bookings.

If you need to make reservations for a person who has opted-out of Engage search then you will need the following secured action:

Secured Action Description
Reservations - See opt out of search users Only particular users will have this secured action, for example, if you are an Executive Assistant you need need to make reservations for your CEO who has opt-ed out of the Engage search.

We recommend that only your System Administrator has this the secured action below, as it will bypass all booking rules and note the System Administrator has all the mentioned secured actions by default.

Secured Action Description
Reservations - Bypass booking rules If you want to bypass all booking rules then add the secured action Reservations - Bypass booking rules to their Serraview user account. Now, if a desk is reservable, they can book it for another person. 

For information on how to add secured actions to a role, refer to Manage User Roles.

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