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.

2. Click the Add User button.

The Add User screen contains the following:

User Information
Permissions
Location Information
Categories
Additional Information

Step 1. Complete 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 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 Location Information

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

Field	Description
Work Mode drop-down	Select the Work Mode either: In-Office - User is assigned to a seat and can be a member of a neighborhood, usually in the office most days of the week. Hybrid - User is assigned to a neighborhood section without a seat, usually they split their time between home and the office. Full-time Remote - User does not require a seat or neighborhood assignment, as usually they do not come in to the office. User’s access is based on the permissions defined within each module’s center, such as Customer, Operator, Site Administrator and the User Permission Matrix contains the details of the permissions.
Location	If needed, you can select a location for the user, either: Search for the space - If you know the neighborhood name or the space code, enter it in the search field. Browse to the space - Click the Browse button to browse to the space by selecting the Building, Floor, Locations. There is a filter to either display the Spaces or the Neighborhoods. For example: If you want to know where on the floor plan the space or neighborhood exists, then click the Location icon and the floor plan displays. If the space select is inactive or an unoccupiable space, the Incorrect Assignment icon displays to the right of the space field to alert you to the incorrect assignment.

Field

Description

Work Mode drop-down

Select the Work Mode either:

In-Office - User is assigned to a seat and can be a member of a neighborhood, usually in the office most days of the week.
Hybrid - User is assigned to a neighborhood section without a seat, usually they split their time between home and the office.
Full-time Remote - User does not require a seat or neighborhood assignment, as usually they do not come in to the office.

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

Location

If needed, you can select a location for the user, either:

Search for the space - If you know the neighborhood name or the space code, enter it in the search field.
Browse to the space - Click the Browse button to browse to the space by selecting the Building, Floor, Locations. There is a filter to either display the Spaces or the Neighborhoods.

For example:

If you want to know where on the floor plan the space or neighborhood exists, then click the Location icon and the floor plan displays.

If the space select is inactive or an unoccupiable space, the Incorrect Assignment icon displays to the right of the space field to alert you to the incorrect assignment.

Step 4. Complete Categories

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

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

Step 5. Complete 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 the User

Click the Save button to add the user.