Assign Memberships to Resources from Community

Overview

In addition to being able to assign memberships from the floorplan, they can also be assigned from the Memberships section.

Note: Resources and Memberships should already be imported or manually created in the platform in order to assign a membership.

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal

2. Click on the Community module.

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3. Click Memberships

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4. Memberships Overview

This will list the available memberships that have been either imported or created manually.

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5. Memberships Assignment

Memberships that can be assigned to a resource will have an Assign button available below the membership name and next to the membership location.

There are 3 types of permanent/assignable resources (those are the default ones, but you can create custom resources - learn how to do that  here):

  • Dedicated Desks - a.k.a Fixed - permanent desks;
  • Private Office - permanent by nature;
  • Private Office Desk - a desk in an office that can be assigned independently.

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6. Click on Assign

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7. Assign Resource

The pop-up window will allow the selected membership to be assigned to a corresponding resource.

  • Resource - the specific resource to which the membership should be assigned.
  • Start Date - the date when the membership assignment should take place; this often aligns with the membership Start Date.
  • End Date (optional) - the date when the membership assignment should end.

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8. Select an available resource from the dropdown

The dropdown will populate with available resources in the platform. Learn more about resources.

Note: The availability of the resource will be dependent on the resource's available date and/or if there are any existing assignments.

Learn how to import resources or manually create resources.

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9. Click on Assign

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<p"> You've now completed assigning the membership to the resource. Proceed to complete the remainder of unassigned memberships. </p">

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