Equiem One - Request Management - Roles & Permissions Update
- Helene Nancy (Unlicensed)
Product: Equiem One [sitename].equiem.one
Release Date: 22/12/23
Summary: This update introduces functionalities related to Equiem One's new native solution, Request Management, specifically addressing Roles & Permissions within the Request Management product.
Impact: This update is visible to all Property Managers on Equiem One, irrespective of whether Request Management is enabled at their site.
1. Release of Request Management Roles
We have introduced three distinct roles tailored for Request Management, designed to empower users with specific responsibilities.
Request Manager:
Allows users to oversee and manage all aspects of requests at a specific building. Access to this role is provided by the Property Manager in User Settings > Roles.Request Assignee:
Enables users to resolve requests at a specific building. Access to this role is granted by the Property Manager in User Settings > Roles.Request Reporter:
Registered users with the ability to create requests via the Request Management product. This role becomes active if the "only selected users can open requests" option is selected at the Company level (Settings > Companies > Permissions). Property Managers can assign this role in User Settings > Roles.
Note: Property Manager and Workplace Manager also play roles in Request Management, but as these roles already exist, they are not covered in this release. Further details on Request Management roles will be provided in dedicated release notes.
2. Request Management Companies Permissions
Companies/Tenants at a site have the options to chose whether all their employees can create requests via Request Management or just a selected few.
To control this Settings, Property Manager need to go to Settings > Companies > Click on the Company in question > Click on the new Permissions tab > Select the right level of user permissions for Request Management.
Option 1: all registered users can open requests
Option 2: only selected users can open requests
If Option 2 is selected, then, the Property Manager needs to go back to User Settings and assign the “Request Reporter” role to the users who are allowed to open requests.
By default, Property Manager, Workplace Managers and Request Managers will always be able to open requests so there is no need to assign the “Request Reporter” role.
By Default Companies will need to opt-out. The option is always enable all users by default.
3. Coming Soon: Visitor Management Permissions Update
In the first half of 2024, we are excited to announce the migration of Visitor Management permissions to the new Permissions service. This update will align Visitor Management permissions with the structure introduced in Request Management. Property Managers will gain the ability to specify whether end users can create appointments in Settings > Companies > Permissions. When "only selected users" is selected, Property Managers will need to allocate the "Appointment Organiser" role to users in Settings > Users > Roles.
Stay tuned for more updates as we continue to enhance your Equiem One experience.
FAQ
Questions | Answers |
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Can I pre-assign these roles in the New User Invite widget? | Not at this point no because the Request Assignee and Request Manager roles are building specific roles and the current interface for the widget only allows for Site wide roles like Property Manager and Workplace Manager. We have scheduled an upgrade of the New User Invite Widget in the the first half of 2024 to allow for roles to be pre-assigned. You will see the Request Reporter role as it is a Site wide role however, the following conditions need to apply for the role to be active:
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Will we be able bulk assign these roles to multiple users at once? Or have to go into their profile one by one? | At this point, it need so be done user by user. The Request Reporter and Request Assignee need to be defined on a per-building basis. As stated above, we will evolve the interface to make this process easier in 2024. Site wide roles will be able to be bulk assigned once we have done the work in user settings in the new year.
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