Onboarding Checklist for Workplace

This document applies to: Workplace

All the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line "hamburger icon"  in the top left corner of your Proximity portal homepage once you are logged in. 

We recommend you complete the following steps in sequences when you are first getting started:

1. Send Floor Plans to Your Product Specialist  See Recommended Guidelines
2. Add a New Admin to Your Space
3. Create and Manage User Groups
4. Add and Manage Workspaces
5. Add and Manage Users
   
   

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Manage Users

• Add a New Admin to Your Space
• Create and Manage User Groups
• Add and Manage Perks
• Add and Manage Users
  • Payment Source Delegation

Manage Resources

• Add and Manage Workspaces
• Add and Manage Buildings
• Add a Reservation or Assignment for a User
  • Add a Shared Membership to an Assignment

Reports

• Rent Roll Report
• Resource Capacity Utilization Reports

Integrations & More

• Custom Domain: Creating Custom Space Domains (Outgoing emails and portal access)
• Calendar & Resources: Google Workspace, Microsoft Office 365 (Outlook)
• Door Access: Brivo, Salto, Kisi
  • Using Brivo? Verify you have the appropriate amount of Mobile Passes to support the number of users in your organization.
• Internet/WiFi: Integration Overview, Meraki vs. RADIUS

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Questions? Reach out to your Product Specialist