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Update Flexible Team Occupancy

Let us guide you through how to update your Flexible Team's occupancy in the Workplace Portal. Remember that Flexible Teams have occupants that belong to the team only, as opposed to each individual having an assigned workpoint.

Watch the Video


Watch the video below to see how to use Workplace, which is a simple tool used by Business Representatives to validate team occupancy. This helps Real Estate manage space allocations across the portfolio. A Business Representative that uses Workplace is known as a “Workplace Administrator” and in the video, you will see how a Workplace Administrator validates Flexible teams, where team members share a group of workpoints allocated to their team.

The video below was recorded with Serraview V2, however, in Serraview V3 the tool is the same.

However, it is important to note the following:

  • The Workplace Portal is accessed via the left-menu, click Audits > Workplace Portal.

Serraview Release: 2.61 Audio: Sound Direct Link: https://serraview.wistia.com/medias/yyezod0lfj

Best Practice


Flexi Teams have occupants that belong to the team only. Use the following procedures below to update the occupancy of your Flexi Team(s).

Is the person a member of your team?

Check if the team has correct team members, if the team members are no up-to-date you can add or remove people, refer to Manage people in a Fixed Team.

Do you need to assign an anchored desk?

If the flexi team requires a fixed position then you can assign a person to a desk.

Assign an anchor desk in a Flexi Team

There may be a need for a person to have a fixed position within a Flexi Team, refer to Assign an anchor desk in a Flexi Team.

Manage people in a Flexi Team

If the team members are not up-to-date you can add or remove people, refer to Manage people in a Fixed Team.

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