To manage Plan and desk Assignments in Optix you will need to first create a Plan, and then define a custom User property which will be used to track which space has been assigned to a particular User or team.
Note: If you have only a small number of dedicated desks, you can alternatively create a unique Plan for each one of these spaces. |
Manage and track private office Assignments
To manage and track private office Assignments, we suggest the following approach that involves using Plans and custom properties.
1. Create a unique Plan for each kind of Dedicated Desk you're offering. You do not need to create a Plan for each individual desk, but rather create a Plan for each class or style of desk.
For example: you might have 3 small desks, 2 medium desks and 2 large desks with each size carrying its own cost. In this case, you should create a Plan for each size (3 Plans in total)
2. When creating the Plan, use an 'Hourly Bookings' access type with an 'Unlimited' access grant to 'Any Private Office'.
Note: You can use the 'Any Dedicated Desk' designation for all versions of the Plan as we will assign a specific desk in Step 3 below. The price specified for the Plan is what will be charged, the price you specified when creating the resource is irrelevant in this scenario. |
3. Create a custom User property called 'Desk Assignment'. Make sure to select Field Type of 'Single Option' to ensure you are able to filter by this property on the User's list.
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