Resources

Add shared resources, allow for resource reservation, and view resource reservations on the calendar

Overview

The Resource Reservation feature allows administrators to efficiently manage shared resources such as conference rooms, printers, and other office assets. Administrators can add and manage resources, enable reservations, and delegate oversight responsibilities to specific admin roles.

Toggle this feature ON to enable users to reserve resources when scheduling events, ensuring ease of access and preventing double bookings.

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Adding and Managing Resources

To add a shared resource, click the Add Resources button (top right).

From the Add Resources pop-up menu:

• Enter the resource name.

• Select the resource type (Room, Equipment, Other).

• Assign the resource to an office location.

• Provide a description for the resource.

• Assign a manager to oversee the resource.

• Upload a picture to help users identify the resource.

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Editing and Enabling Reservations

Once a resource has been added, administrators can edit, activate/deactivate, or delete resources from the 3-dot action menu next to an entry.

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Assigning Resource Management to Admins

To delegate resource management:

1. Navigate to Admin Portal > Users > Admin Roles.

2. Create or assign the Resource Manager role.

3. Resource Managers can manage reservations and oversee availability.

Users can reserve these resources when Creating Events. For more information on resource reservation and events, click here.