History for "Onboarding Checklist for 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
   
   

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 BuildingsAdd 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

Questions? Reach out to your Product Specialist

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
   
   

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

Questions? Reach out to your Product Specialist

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
   
   

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
  • 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

Questions? Reach out to your Product Specialist

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
   
   

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
  • 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

Questions? Reach out to your Product Specialist

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
   
   

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
  • 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

Questions? Reach out to your Product Specialist

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
   
   

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
• Internet/WiFi: Integration Overview, Meraki vs. RADIUS

Questions? Reach out to your Product Specialist

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
   
   

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

• Calendar & Resources:Google Workspace, Microsoft Office 365 (Outlook)
• Door Access: Brivo, Salto
• Internet/WiFi: Integration Overview, Meraki vs. RADIUS

Questions? Reach out to your Product Specialist

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
   
   

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

• Calendar & Resources:Google Workspace, Microsoft Office 365 (Outlook)
• Door Access: Brivo, Salto
• Internet/WiFi: Integration Overview, Meraki vs. RADIUS

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. Add a New Admin to Your Space
2. Create and Manage User Groups
3. Add and Manage Workspaces
4. Add and Manage UsersAdd and Manage Users
   
   

Manage Users

• Add a New Admin to Your Space
• Create and Manage User Groups
• Add and Manage Perks
• Add and Manage UsersAdd 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

• Calendar & Resources: Google Workspace, Microsoft Office 365 (Outlook)
• Door Access: Brivo, Salto
• Internet/WiFi: Integration Overview, Meraki vs. RADIUS

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. Add a New Admin to Your Space
2. Create and Manage User Groups
3. Add and Manage Workspaces
4. Add and Manage Users
   
   

Manage Users

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

Manage Resources

• Add and Manage Workspaces
• Add and Manage Buildings

Reports

• Rent Roll Report
• Resource Capacity Utilization Reports

Integrations

• Calendar & Resources: Google Workspace, Microsoft Office 365 (Outlook)
• Door Access: Brivo, Salto
• Internet/WiFi: Integration Overview, Meraki vs. RADIUS