User Management
16 articles
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Add a New Admin to Your Space
This article has been superseded by What are Owners and Managers? How do I add another admin to our space?
https://docs.proximity.space/articles/add-a-new-admin-to-your-space
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Create and Manage User Groups or Membership Type (Workplace/Inventory)
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 price for the…
https://docs.proximity.space/articles/create-and-manage-user-groups
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Add and Manage Perks
Show your current and potential users what they get for joining. Each benefit includes space for a photo and a description of the perk offered, 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 in the…
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Payment Source Delegation
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 to other…
https://docs.proximity.space/articles/payment-source-delegation-proximity-for-workplace
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Add and Manage Users
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…
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How to Remove a Member/User
This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the member's account. To remove a member, look for the subtle Remove Member/User button below the notes on the Membership tab (General Info page for Workplace) of a member's account. Please note: Removing a member from your site does not result…
https://docs.proximity.space/articles/how-to-remove-a-member
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Edit a Member or User Profile
Depending on the Proximity platform, the term "member" and "user" are used interchangeably. In this instance, coworking = member, workplace = user. Coworking: By navigating to Manage Members > Member List > Select the member > Edit Profile Workplace: By navigating to Manage Users > Users List > Select the user > Edit Profile From here, you will be able to: Edit a member's name Add a birthday Edit contact information: including editing…
https://docs.proximity.space/articles/edit-a-members-profile
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Member/User Check-in (PIN codes)
Jump to Setting up PIN Code Member / User Check-in Keep track of who is in your space and when. To see check-ins, simply load your dashboard and they will be displayed at the top of your screen. Please note: Members who check-in via network access will not show in your dashboard. How to Check In Members are automatically checked in whenever they do certain things in your space: redeeming a punch pass , unlocking…
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Where would I put extra information about a user that is important to know?
APPLIES TO: Coworking, Workplace Once you add Custom Info to a member's profile, you can then search by Custom Info in your Member List. To add Custom Info go to your dashboard > Manage Members/Users > Member/User List . Select the member, select the Custom Info tab . Edit the Info Key by adding categories such as "Food Allergy." The Value will then be the food the member is allergic to. Select Save Custom Info…
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How do I add or remove managers from the top of the member directory?
Only admins with manager permissions, not owners, will be at the top of the member page. You can choose which managers show up on this page by navigating from your dashboard to M anage Members > M ember Lis t > choose the Manager. Click the Setting's tab and then check/uncheck the "Visible as a Community Manager" box and scroll down to Save Changes: Visible Managers will now be displayed at the top of your…
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SSO/Directory Sync
Proximity's SSO offering enables authentication via an organization’s Identity Provider (IdP) Okta Azure Google Auth0 OneLogin ADFS Jump Cloud PingFederate OpenID CyberArk Shibboleth VMWare Duo and more... In addition to the above list we are compatible with any IdP and support both the SAML and OIDC protocols. Directory Sync: Organizations can implement user lifecycle management via our Directory Sync offering by allowing IT admins to provision and de-provision users and user groups from their directory…
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What are Owners and Managers? How do I add another admin to our space?
Owners and Managers have administrative permissions. Only Owners can add other Owners or Managers to the platform. Owners also have the ability to hide revenue reports from Managers. Managers receive email notifications about reservations and new activity, and text messages from Proximity Wave for tour requests, while Owners do not. You can be both an Owner & Manager. Make Someone an Admin From the dashboard, navigate to Manage Members > Member List . Select the…
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Creating and Managing Punch Passes
Punch passes are often created to give a bulk discount on drop-ins. You have the option to choose a minimum number of punches that must be purchased to qualify for your bulk rate and you can add an expiration date as well. Discounts can't be applied to Punch Passes. Once a member activates a punch they will remain at the punch membership level until all of the following conditions are met: The member has no…
https://docs.proximity.space/articles/creating-and-managing-punch-passes
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Creating and Managing Punch Pass Subscriptions
Punch pass subscriptions are great for limiting visits per Membership/User Group - say you have a monthly Membership that only receives 10 visits to the space per month. Using the punch pass subscription option, you can easily track and manage the visits the members has at the space and their access to the space. They are also great for members who want to consistently refill their punches. Follow this link for more information on punch…
https://docs.proximity.space/articles/creating-and-managing-punch-pass-subscriptions
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Creating and Managing Add-ons
Add-ons are a great way to bill a member for something that is added to their membership. This could be something recurring like a sit-stand desk that you’d bill every month or something that happens one time like adding a door logo. Another great example of an add-on is a Default Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Default membership, the Default Member can still…
https://docs.proximity.space/articles/creating-and-managing-add-ons
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Sending Sign-up (Join) Links
You can send sign-up (Join) links to any membership/user group by navigating to your dashboard > Manage Members/Users > Memberships/User Groups. Select the membership/user group and scroll down to Join Link. Copy and paste this link. You can use this link for hidden or visible memberships/user groups and anyone with access to the link can use it to sign up.
https://docs.proximity.space/articles/sending-sign-up-join-links