Individually assign users to profiles

Users always need to be part of a profile to enforce the booking policies to the user's profile. In the article Default profiles and profile priority we explained what different profiles there are, and we explain profile priority. In this article we will explain how you can add users to Workspace Location/Quota profiles based on individual profile assignment. To recap, the priority is evaluated in the following order:

  1. Manual profile assignment (CSV-import or Individual assignment)
  2. Auto assignment rule
  3. Default profile

Applies to

The following administrators are able to assign users to profiles:

  • Subscription Owner
  • Subscription Administrator
  • Building Administrator
  • Booking Administrator

Individual assignment

Individual assignment is a perfect solution if you want to adjust the profiles of a small group of users. It is called individual assignment, because you need to open up each user individually. This becomes too time-consuming for a group of users. To adjust the profile of an individual follow these steps:

  1. Go to the People tab.
  2. In the User list search and click on the user you want to adjust the profile for.
  3. The user overview pops up, in which you can view the user's profiles and week schedule. This screen would also be used for Booking on Behalf of someone else.
  4. On the left side menu, click on the Edit button.
  5. The entries below Workspace quota profile and Workspace Location profile will change to a dropdown menu. In the dropdown menu you can select all the available quota- or location profiles.
  6. Finish by pressing Save in the top corner.

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