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In the below article, you’ll learn what each role refers to and an overview of the various actions they can take.
Please refer to individual module sections for more in-depth permissions.
Contents:
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*Additional modules required
Bookings Specific Roles
Bookings Manager
Permission Level: Building
Role assigned by: Property Managers, Equiem Administrators
The Bookings Manager role is specific to platforms with the Bookings module. It allows for a user to complete various actions relating to company owned resources in their assigned building(s), including:
Creating and managing resources
Managing block out dates
Viewing usage and reconciliation reports
Creating and managing bookings
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This role is typically assigned to Building Managers who manage bookable resources such as meeting rooms and amenities for a specific location, such as a building or buildings within a larger business park or campus. It may also be assigned to reception or security teams who are responsible for managing bookable spaces at a building(s). |
Booking Observer
Permission Level: Building
Role assigned by: Property Managers, Equiem Administrators
The Bookings Observer role is specific to platforms with the Bookings module. It allows for a user to complete various actions relating to company owned resources in their assigned building(s), including:
Creating new bookings
Viewing upcoming bookings
Viewing usage and reconciliation reports
Accessing room panel screens
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This role is typically assigned to members of a building team such as receptionists, security teams or cleaners who need to have visibility of how the resource is being used but are not required to edit or manage the resources/bookings. |
Request Management Specific Roles
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This role is typically assigned to end users who make up part of a facilities or management team within a tenancy, that don’t already have the Workplace Manager role assigned. It is only required if the Request Management module has been configured for “only select users” to open requests at a company level. |
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Visitor Management Specific Roles
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Receptionist
Permission Level: Building Reception or Tenant Reception
Role assigned by: Workplace Managers,Property Managers, Equiem Administrators
The Bookings Manager receptionist role is specific to platforms with the Bookings module. It allows for a user to complete various actions relating to company owned resources in their assigned building(s), including:
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Creating and managing resources
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Managing block out dates
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Viewing usage and reconciliation reports
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the Visitor Management module and is different to other roles in the Equiem One ecosystem as it is granted within the module itself as opposed to through the user settings.
This role allows users to complete the following actions for their assigned reception(s):
View and create appointments including on behalf of other users
Access to perform reception desk actions such as checking in/out visitors, adding card IDs, printing access passes, reissuing digital access passes and accessing/adding appointment notes
Export CSV files of reception desk view
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Permission Level: Building
Role assigned by: Property Managers, Equiem Administrators
The Bookings Observer role is specific to platforms with the Bookings module. It allows for a user to complete various actions relating to company owned resources in their assigned building(s), including:
Creating new bookings
Viewing upcoming bookings
Viewing usage and reconciliation reports
Accessing room panel screens
| Info |
|---|
This role is typically assigned to Building Managers who manage bookable resources such as meeting rooms and amenities for a specific location, such as a building or buildings within a larger business park or campus. It may also be assigned to reception or security teams who are responsible for managing bookable spaces at a building(s). |
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This role is typically assigned to members of a building team such as receptionists, security teams or cleaners who need to have visibility of how the resource is being used but are not required to edit or manage the resources/bookingsboth building receptionists and tenant specific receptionists or security teams to complete receptionist duties for their location. A Property Manager or Building Manager may also be assigned this role to have an overview of the reception. |