Add and Manage Users
This document applies to: Workplace
Add User Manually
- Begin by going to the User List under Manage Users
- Click the green Add User button near the top.
- Enter an Email, First Name, and Last Name, followed by which User Group you wish to place them in.
Mass User Import
Your Product Specialist will be able to import a spreadsheet of Users you wish to import. Ensure all users are listed accurately on a spreadsheet (DOWNLOAD Sample Spreadsheet)
- Full Name
- Email: no duplicate emails
- User Group: Marketing, Finance, Operations, Executives, Guest, etc
- Assigned workspace, if applicable: Marketing (Conference Room 1,2,3 & Private Office 1,2); Guest (Conference Room 1)
Manage Users
Begin by going to the User List under Manage Users. Select the User you wish to manage.
Change User Group: Found under General Info
Add, Remove, Modify Reservations: Found under Resource Reservations. More details can be found HERE. Want to add a shared membership to an assignment? CLICK HERE
Invoices & Payment Sources: Found under Billing. Want to delegate a master Payment Source to other Users? CLICK HERE
Make Someone an Admin: Found under Settings. More details can be found HERE