Edit a group of employees

Create a group of employees

Step 1 – On the admin panel, click on Group Settings in the sidebar menu

Step 2 – Click on the button Add New Group in the top right corner

Step 3 – Fill up the following fields

  • Name
  • Credit Refill
    • This is the number of credits the employees in this group will automatically receive every month or week
    • Use 0 if you don’t want to use credits
  • Credit Refill Cycle
    • Monthly (default): employees in this group  will get their credits reset on the 1st of every month
    • Weekly: the group members will get their credits reset every Monday
  • Is Queue Status
    • No (default): employees in this group can only request a space if there is availability
    • Yes: employees in this group can request a space even if there is no availability (waiting list)
  • Group Booking Limit
    • This is the maximum number of bookings that can be made every day by the employees in this group
    • Use 0  if you don’t want to set a limit
  • Default Credit Balance
    • This is the number of credits the employees in this group will receive at the moment of joining the group
  • Default Zone
    • This is the zone that will be selected by default in the employee’s account
  • Available Days
    • This is the number of days in advance that employees in this group can book. Ideal for establishing booking priorities.

Step 4 – Click on Add

Add employees to the group

Step 5 – On the Group Settings tab, find your new group and click on 0 in the #Employees column

Step 6 – In the left column, tick the box to add employees to the group (settings are saved automatically)

Add zones to the group

Step 7 – On the Group Settings tab, find your new group and click on 0 in the #Zones column

Step 8 – In the left column, tick the box to give access to these zones (settings are saved automatically)

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