You can use our global mobility options if you have multiple organizations (accounts) within OfficeRnD Flex. While keeping your admin organizations separate, you can enable your members to switch between your member portals and browse through all locations under your brand.
This way, members who travel between different locations and countries will have a seamless experience booking services and rooms from the members portal.
Note:
Multi-Organization Linking is only available for public/open locations.
Travelers do not impact the Data Hub KPIs.
Multi-organizations Linking Explained
Once Multi-organization linking is enabled, all your member portals will be linked to each other through a member-facing switch option. Then, members can easily switch between the different organizations while still keeping their profile in their home location. They can purchase new memberships, book rooms or hot desks, and easily plan their journey between the different locations under your brand.
On the admin side, you'll be able to:
Quickly review how many such 'travelers' you have in your spaces.
Their profiles will be replicated across all organizations they visit. Your front-desk team will be able to quickly find their information, purchases, and bookings while recognizing them as users of your brand.
What do Members See on the Portal
When you link the members' portals of multiple organizations, we'll make all your current portals available through a Switch Organizations button. Then, members can click on their profile picture and switch between your organizations.
The Switch Organizations button will not be visible to the member if its organization is linked to organizations that only have draft/closed locations.
Once the member switches to a new organization, they will be asked to accept any required Terms & Conditions. Then, they can explore the services available in the new location they visit.
In the members portal, members are recognized on a brand level. If a member has an active subscription in any of your locations and organizations, on the members portal across all organizations, they will have access to everything an active member can usually access.
For example, if an active member switches to an organization in another country, they will have access to all pages on the members portal. At the same time, a drop-in user won't have access to the members' directory. Concurrently, if a drop-in user from one location purchases a subscription and becomes active in another location, they will again have access to everything across all locations and organizations in your brand.
To better understand the permission levels of members, you can review the Portal Access & Permissions article.
Note that when you enable Multi-Organization Linking, you can select how to present the switch option to your members. You can label the option as:
Switch Organization
Switch Country
Switch Space
How Are Admins Affected
Nothing changes from an admin perspective. You will keep your separate organizations (accounts) in OfficeRnD Flex so your admin teams can manage them as usual.
What are Travelers
Travelers are the members who visit multiple organizations. When members switch from one organization to another via the members portal, part of their profile information is recreated in the new organizations. The system also tags them as Traveler.
What Part of the Member Profile is Recreated in the Other Organization
The Traveler profile copies the switching member's information. They are initially marked as a Contact until they purchase a service or book a room, in which case their Status can change to Drop-In or Active member. Custom property values will be copied as well if they match targets and names.
When members 'travel' between accounts, they are flagged as Travellers, and their home location, account credits, and discounts do not carry over to the account they are traveling to.
What if a member is registered in both organizations?
If the member was invited or has signed up (has a username and password and can log into the MP) to both organizations before they switched, they will not be marked as a Traveler in Community/Members. This is because they have been registered in both organizations before they switched. Therefore, no information will be copied because it was already filled into each organization during registration.
If that's the case, there's no need to delete the member in any organization to remove their Member Portal Access. When done, a new member (traveler) will be created when they switch. If needed, the old member can then be merged manually with the new one.
Where Can Admins Find Travelers
To find the travelers to your organization:
Log in to your original OfficeRnD Flex admin account.
Navigate to Community > Members.
Go to the Mobility column or filter by Mobility from the top filters.
Open the traveler profile, and you will see them labeled on the left-hand side of the screen. You will also see the location they picked when they switched to the other organization.
When you export members, the exported information includes the traveler label and the organization from which they came. The information will be available in the export's Mobility and Created From columns. The Mobility column will include the Traveler label for any member who has switched to a different organization, and the Created From column will specify their original location.
If a member is tied to a company, when the member switches organizations in the Member Portal, their company will also be copied as Traveler, unless it already exists. This way, the company billing information and details will be copied, allowing the company to make purchases when necessary. The labeling and filtering of Traveler companies is the same as that of Traveler members.
What Should I Consider Before Enabling Multi-Organization Linking
Before enabling Multi-organization linking, think of how to present the switch option to your members. You can label the option as:
Switch Organization,
Switch Country
Switch Space
Next, get the names of all admin organizations whose member portals should be linked together:
Log in to the Admin Portal of OfficeRnD Flex.
For each organization in your brand, go to Settings > Account Details > Account Setup and copy the organization's name from the Name field.
Discuss the timeline that works best for your team and community. As this operation would affect your community, we must align the development time needed for the change with your internal plan. Please consider that the merging of portals takes up to 2 weeks.
How To Enable Multi-Organization Linking
Go to Settings > Platform Modules > Global Mobility and check if the feature is turned on.
If the feature isn't working, please contact [email protected] to ask that we enable multi-organization linking for your brand. Please include the information from the steps below.