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Eptura Knowledge Center

User Role Matrix

Overview


SpaceIQ User Roles define permissions for users so they can perform related tasks and view specific data. An admin assigns a user role to each employee, determining their system permissions and defining their SpaceIQ user experience. Use the matrices below to determine the correct user role for your employees using SpaceIQ

Head over to An Overview of User Roles for a general description of each type of user role. 

Floor Map & Moves


Floor Map Admin Power Location Admin Dept Admin Space Captain IT Viewer Booking Manager
Search for Employees / Meeting Rooms
Search by Space / Seat Codes - - -
View Employees / Spaces Info V V V
Edit Employees / Space Info L D S - - -
Edit Space / Usage type L - - - - -
Allocate Spaces L - - - - -
Edit Floor Map L - - - - -
Create/Manage Neighborhood L D - - -
Assign Employees L D S - - -
Print Map - - -
Add/ Edit / Delete Workplace Groups - - - - - -
View Workplace Groups - - -
Book a Desk
Book a Desk for Someone Else L D S - - B
Add / Edit / Delete Assets L D S - - -
View Assets - - -

B - can manage books for employees and/or assigned departments.

L - only manages a location and the employees within that location. This includes employee assets and notes.
D - only manages employees within a department.
S - this user has a mix of permissions giving them access to specific locations and departments. Permissions may vary by user.
V - can only view employee and seat assignments. Cannot manage or modify employee assignments.

MOVE HISTORY Admin Power Location Admin Dept Admin Space Captain IT Viewer
View - -
Download Moves D S - -
Share Moves By Email - - - - - -
Notify All Employees D S - -
Complete Move Plan (Finish All Moves) - - - - -
Complete, Cancel, Reschedule, Reactivate Individual Moves L D S - -

L - can design move plans for a location and the employees within that location. Cannot complete the move plan.
D - can design move plans for employees within a department. Cannot complete or sign off on the move plan.
S - this user has a mix of permissions giving them access to move histories for specific locations and departments.
Permissions vary by user.

MOVE PLANS Admin Power Location Admin Dept Admin Space Captain IT Viewer
View - -
Create - - - -
Update L D S - -
Delete - - - - -
Duplicate - - - -

L - can design move plans for a location and the employees within that location. Cannot complete the move plan.
D - can design move plans for employees within a department. Cannot complete or sign off on the move plan.
S - this user has a mix of permissions allowing them to design move plans for specific locations and departments.
Permissions may vary by user.

Dashboard & Portfolio


DASHBOARD Admin Power Location Admin Dept Admin Space Captain IT Viewer
View - - - - -

 

PORTFOLIO Admin Power Location Admin Dept Admin Space Captain IT Viewer
View - - - -
Download Portfolio - - - -
View Lease Info from Right Drawer - - - -
Navigate to Lease from Portfolio Drawer - - - - -
Print Portfolio - - - -

Projections


PROJECTIONS Admin Power Location Admin Dept Admin Space Captain IT Viewer
View / Modify Projection - - - -
Import Projection Building - - - - -
Import Projection Floor - - - - -

Stack


STACK Admin Power Location Admin Dept Admin Space Captain IT Viewer
View Stack - - - -
Modify Stack - - - - -
Autostack  - - - - -
Import Stack (from Projection) - - - - -

Cost


COST Admin Power Location Admin Dept Admin Space Captain IT Viewer
View / Modify - - - - -
Import Operation Cost - - - - -

Reports


REPORTS Admin Power Location Admin Dept Admin Space Captain IT Viewer
View Reports - - - -

Company Settings


COMPANY SETTINGS Admin Power Location Admin Dept Admin Space Captain IT Viewer
Update & Manage Company Settings - - - - -

Mobile App


MOBILE APP Admin Power Location Admin Dept Admin Space Captain IT Viewer
Find Person / Meeting Room
Upload Employee Photo
Meeting Room Photo Upload  - - - - -
Book Desk
Request Maintenance 
Meeting Room Reservation

Assets Management


ASSETS MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
View Assets / Access Asset Management Page - - - -
Create Assets - -
Update Assets - - - - -
Delete Assets - - - - -
Assign / Unassign Assets to Employees S - -
Assign / Unassign  Assets to Spaces S - -

L - only manages assets in specific locations
D - only manages assets by department
S - this user has a mix of permissions giving them access to assets in specific locations and departments. Permissions may vary by user.

Bookings Management


MANAGE BOOKINGS Admin Power Location Admin Dept Admin Space Captain IT Viewer Booking Manager
Book a Desk
(Web)
Cancel a Booking
(Web)
Book a Desk for Someone Else (Web) L D S - - B
Cancel a Booking for Someone Else
(Web)
L D S - - B
Book a Desk
(Mobile)
Cancel a Booking
(Mobile)
Book a Desk for Someone Else
(Mobile)
- - - - - - - -
Cancel a Booking for Someone- Else
(Mobile)
- - - - - - - -

B - can manage books for employees and/or assigned departments.

L - can manage bookings for employees within their managed locations.
D - can manage bookings for employees within their managed departments.
S - this user has a mix of permissions allowing them to manage bookings for specific locations and departments. Permissions may vary by user.

Building Management


BUILDING MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
Create Buildings - - - - -
Update Buildings L - - - -
Delete Buildings - - - - -
View Buildings - - - -
Create Floors - - - - -
Update Floors L - - - -
Delete Floors - - - - -
Hide Floors L - - - -
View Floors - - - -
Import Lease - - - - -

L - only manages a building location and the employees within that location.

Departments Management


DEPARTMENTS MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
View Department / Team - - - - -
Create Department / Team - - - - - - -
Update Department / Team - - - - - - -
Delete Department / Team - - - - - - -
Allocate Spaces to Department / Team - - - - - - -
Update Department / Team Color - - - - -

Employee Management


EMPLOYEE MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
View Employee Management - - - -
Create / Update / Delete Manually Added Employees L - - - -
Update / Delete Imported Employees - - - - -
Change Employee Role - - - - - -
Remote Desking L - - - -
Import Employees  - - - - -
View Employee Import History - - - - -
Update Note L - - - -
Export Employee List - - - -

L - only manages employees within a specific location.

Employee Import Summary reports are only received by Admins and IT.

Integrations Management


INTEGRATIONS MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
Enable / Disable / Update  - - - - -
View Integrations - - - - -

Lease Management


LEASE MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
Create / Update / Delete / View  - - - - -
Download Lease - - - - -
Import Lease - - - - -

Neighborhoods Management


NEIGHBORHOODS MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
View Neighborhood L D* S* - -
Create Neighborhood L D* S* - -
Update  Neighborhood L D* S* - -
Delete Neighborhood L D* S* - -
Assign / Unassign Employees to Neighborhood L D* S* - -
Assign / Unassign Spaces to Neighborhood L D* S* - -

L - Only manages specific locations.

  • Add or remove employees from the Manage Neighborhood (they can not add or remove an employee from the Floor Map).

D* - Dept Admin permissions include:

  • Only managed by department and employees within that department.
  • View neighborhoods but cannot view related statistics, including sharing ratio, capacity, and occupancy stats.
  • Add or remove employees from the Manage Neighborhood (they can not add or remove an employee from the Floor Map).
  • Add or remove space from the Manage Neighborhood (they can not add or remove a space from the Floor Map).

S* - Space Captain permissions include:

  • A mix of permissions gives them access to specific locations and departments. Permissions may vary by user.
  • Add or remove employees from the Manage Neighborhood (they can not add or remove an employee from the Floor Map).
  • Add or remove space from the Manage Neighborhood (they can not add or remove a space from the Floor Map).

Tickets Management


TICKETS MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
Create / Update / Delete Tickets        
View Tickets        

Workplace Group Management


WORKPLACE GROUP MANAGEMENT Admin Power Location Admin Dept Admin Space Captain IT Viewer
View WPG - - - - -
Create WPG - - - - -
Update  WPG - - - - -
Delete WPG - - - - -
Assign / Unassign Employees to WPG - - - - -
Assign / Unassign Spaces to WPG - - - - -