User Management

5 articles

• Add a New Admin to Your Space (Proximity for Workplace)

  APPLIES TO:  Workplace Admins of your space have access to the dashboard (or what we sometimes refer to as the backend) of your Proximity site. The permissions and access will be different for both Space Owners and Space Managers.  Add an Admin to your Site Navigate to  Manage Users > User  List  > Select the user Select the Settings  tab From here, you can check the box next to Space Manager , Space Owner ,…

  https://docs.proximity.space/articles/add-a-new-admin-to-your-space

• Create and Manage User Groups (Proximity for Workplace)

  APPLIES TO:  Workplace Your user groups are the different teams of people that will use your space. Examples of user groups can be your legal team, remote workers, design team, support team, and more. User groups are either internal, the users that work for your company and do not pay for access to your workspaces or resources. Or user groups are external, meaning they do not belong to your company and you can set a…

  https://docs.proximity.space/articles/create-and-manage-user-groups

• Add and Manage Perks (Proximity for Workplace)

  APPLIES TO:  Workplace Show your current and potential users what they get for joining. Each benefit includes space for a photo and description of what you get and once a user has joined, they are shown instructions on how to receive that benefit. An example could be 10% off at a neighborhood coffee shop, free business cards from a designer in your space or access to a speakeasy down the road. Perks can be found…

  https://docs.proximity.space/articles/add-and-manage-perks

• Payment Source Delegation (Proximity for Workplace)

  APPLIES TO:  Workplace Enable Users to bill Workspace reservations to a single Payment Source through Payment Source Delegation. Example: Jane manages a team of 3(Joe, Josh, John), rather than requiring each one of them to have a payment source on file to make workspace reservations, she can delegate her payment source as the default payment method for Joe, Josh, and John. All invoices will then go to Jane. Before a Payment Source can be delegated…

  https://docs.proximity.space/articles/payment-source-delegation-proximity-for-workplace

• Add and Manage Users (Proximity for Workplace)

  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…

  https://docs.proximity.space/articles/add-and-manage-users