View connections
Open profile: Navigate to your profile and select Connected Persons.
Overview: Here you can see all the team members you are connected to. Here you can either adjust existing connections or add new connections.
Adjust authorizations
Permissions granted: Grant your employees permissions for your bookings. Decide who can view, manage or book all your bookings for you.
Access permissions: Manage permissions for other people's bookings. When you select new permissions, a request for these permissions is first sent to the other person. The request is also sent by e-mail.
Explanation of rights:
Read bookings - View the bookings of others and thus reduce the reconciliation effort.
Book on behalf of others (book-on-behalf) - Make bookings on behalf of others. Perfect for teams, assistant roles and shared resources.
Edit bookings - You can cancel the bookings of other users. This allows you to put your entire booking management in the hands of others.
Notify about bookings - Receive a notification as soon as bookings are made by a person connected to you. This way you can make sure you don't miss any important changes and can react to them.
Add connection
Select Add a connection to add an additional connection/person, here you can either enter an e-mail address directly or select people from the list. All people who share communities with you and are not in incognito mode are listed here. Click on Send connection request to open the rights management window.
Book for connected persons
In the planner for other bookings: | On the resource page for other bookings: |
In the planner, you can book for connected people both in the map view and in the list view by clicking on the selection arrow or the three dots. | On the booking page of the resource there is a selection(Book for), here all connected persons are displayed. |
Pro tip: Alternatively, you can also invite people with whom you are not connected to make a booking using the paper airplane symbol.
View bookings
You can view your own bookings under Bookings . By clicking on My bookings in the top left-hand corner of the page, you can view bookings that have been made for others and a selection of people for whom you can view bookings.
By clicking on a specific booking you can:
Booking option, date and time
The location of the resource, including a preview on the map
Details of the order
And the provider of the booking
can be viewed.
Connected Persons and Communities
The Connected Person feature works independently of the Communities. If the person you want to invite is not in your Communities, it will be more difficult to find them, but they can still be invited by e-mail.
All community settings and preferences are of course retained to ensure consistent and secure management. Use these functions to ensure optimal organization and efficiency within your team.