Team Lead - Enable Booking On Behalf of Another Employee

If you want to enable employees, who don't have access to the OfficeRnD Hybrid admin portal to book resources on behalf of their team, you need to set them up as Team Leads. This approach is useful if you want to enable your managers or personal assistants to be able to book desks and meeting rooms from the web portal on behalf of other employees from their team. 

Enable Booking On Behalf of Another Employee

Team Leads can make bookings on behalf of team members. How to designate Team Leads: 

  1. Navigate to People/Teams and open any Team profile page.
  2. Use the dropdown menu under the Team Function column of the Employee section to make someone a Team Lead. By default, the role there will be Member (unless the person is Admin).
  3. Check the Team Lead option to mark them as employees who can make bookings on behalf of people in their team.

member_tl__1_.png

As a result, this person will be able to book a resource for anyone in their team through the Web Portal.

The booking for the resource will be assigned to the particular employee that it was made for and both the Team Lead and the Employee will be able to edit that booking. Those bookings can be found under the Account module in the Web Portal.

If you have employees that are part of several teams, you'd have to open each of those team profiles, find them in the list and make them a Team Lead. This way they can book on behalf of each team.

What's Next

Was this article helpful?
3 out of 3 found this helpful
Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.