How to Assign Resources - Desks & Private Offices

Introduction

The OfficeRnD Space Management module allows you to manage your space availability and occupancy.

There are 3 types of permanent/assignable resources. Those are the default ones, but you can create custom resources - here's how:

  • Dedicated Desks - permanently assigned desks
  • Private Office
  • Private Office Desk - a desk in an office that can be assigned independently

How to Assign Desks

There are several ways to assign a desk:

Member profile

One way to to assign a desk is to open the company or member profile, head to the Memberships section, and click Assign under the Membership.

 

Add_membership_assign.png

In the window that opens, choose the Resource, Start date, and End date. Then, hit Assign to complete the process.

 

assign_window.png

Floor plan

The easier option is to assign the resource from the interactive floor plan. Once you open it, you can click on the resource and click the Assign button next.


floor_assign.png

Assign Member to Membership

First you need to find the member and then select the membership you want to assign. You can assign the membership with or without a member specified.

 

Important: The type of the resource should match the type of the billing plan used to create the membership. For example, you cannot have a membership for a dedicated desk and assign it to an office.
 

Member Assignment Without a Membership

in rare cases, you may want to assign a member without membership. For example, if you assign the office to a single membership of the company, then you can assign each office desk to a specific member of the same company.

Important: Please make sure that the office desk has the private office specified as "parent" when you create/configure the resource (learn how to create a resource).
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Comments

2 comments
  • Say I have an office that holds 3 people.  How do I assign multiple people to an office?  Or can I only assign who is paying for the office to the office?  Help.

     

    0
  • Hi there,

    I hope this message finds you well! 

    The easiest way to achieve this is to add Office Desks to the Private Office in question.
    As stated above, this is a resource type that can be assigned independently.
    You can add the needed number of desks to the office, then assign them to the respective members, while the office can be assigned to the company they are members of. 
    To do so you need just to navigate to the interactive floor plan. Once you open it, you have to locate the private office, add the desks, then click on each and select the ‘Assign’ button.

    I hope this helps!

    0

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