This is a brief explanation of all terms used in the Collaboration section in the OfficeRnD admin portal, divided by subsections.
Table of Contents
Events
| Organizer |
The company organizing the event.
|
| Title |
The title of the event, that's going to take place.
|
| Description |
Here you can write a short summary of what the event is going to include and any other details that you'd like to add, that cannot be included in the other fields.
|
| From and to |
The duration of the event.
|
| Location |
You can choose one of the existing locations in the system, where the event is going to take place.
|
| Where |
Additional details on the exact location of the event.
|
| Limit |
The maximum number of members that can attend the event.
|
| Image |
You can upload an image for the event that will display in the members portal.
|
Next steps:
Messages
| Message |
Allows you to send messages to individual members of the space that they would be receiving in their Members Portal or/and in their mailbox.
|
|
Filtered group of contacts
|
Filter by Location, Status & Plan. |
|
Specific contacts
|
Select by name. |
Next step:
Tickets
| Tickets |
In the members portal, you can enable your community to submit tickets and share feedback or report
issues they would like you to address. |
| Tickets Dashboard |
The section will only display tickets with the Open status that are currently waiting for an admin's attention.
|
| Unassigned |
The section displays all tickets that have not been assigned to a teammate.
|
| Open |
The section displays all tickets that are currently open, regardless of assignment.
|
| Pending |
The section displays all tickets that are currently Pending, waiting for a client's reply.
|
| Resolved |
The section allows you to review all tickets that have been marked as resolved.
|
| Resolve |
The member can mark the ticket as resolved themselves to let the team know they don't need to follow up.
|
| Add |
The member can reply to the ticket, offering more information about the issue at hand or checking for any updates.
|
| Submit a ticket |
The member can create a new ticket that will be tracked separately from the current one.
|
Further information on Tickets and Ticketing System here.
Posts
| Posts |
Admins can add posts which can be updated about the space, links to third party pages or images.
|
Next step:
All Contacts
| All Contacts |
This is a place where you can see all members and companies of all statuses. You can easily check their emails and telephone numbers. You can also export this information into CSV.
|
Benefits
| Benefit |
This can be discounted parking slots, fitness cards, food vouchers to which your members can have access.
|
| Category |
Category - you can sort the benefits by category in the members portal. Each category will appear as a separate tab.
|
Next step:
How-to Guides
| How-to Guides |
How To Guides let your members know how to set up their printer or what the emergency evacuation
procedures that would appear on the Members Portal Dashboard. |
Next step:
Comments
Please sign in to leave a comment.