Add or edit a neighborhood assignment of a workplace profile

Add a user or edit a user's neighborhood assignment from their workplace profile directly.

Avant de commencer

Role required: sn_wsd_core.admin, sn_wsd_core.workplace_manager, sn_wsd_spcmgmt.space_planner

Pourquoi et quand exécuter cette tâche

You can also add a user or modify a user's neighborhood assignment from their workplace profile directly instead of making changes to the neighborhood. The changes are applied on both the neighborhood and the workplace profile. You can edit a user's Neighborhood, neighborhood's Workplace location, the Profile type and other details.

Procédure

1. Navigate to All > Workplace Core > Administration > Workplace profiles.
2. Select the user whose neighborhood assignment you want to add or edit.
   1. On the User Workplace Profiles list, select the Preview icon () next to the Employee name.
   2. Select Open Record.
3. On the User Workplace Profile form, go to the Workplace Profile Location Assignments related list.
4. To edit the existing user assignment, do the following:
   1. Double click the field that you want to edit.
   2. Select Save.
   3. Select Update to update the profile.
5. To add a neighborhood assignment, do the following:
   1. Select New.
   2. On the Workplace Profile Location Assignment form, do the following:
      1. Set the Profile type as Neighborhood assignment.
      2. In the Neighborhood field, select the neighborhood to which you want to assign the user.
      3. In the Workplace location field, select the workplace location in the neighborhood to which you want to assign the user.
      4. Select Submit.
      The neighborhood assignment is updated.
6. Select Update to update the workplace profile.

Résultats

The user's neighborhood assignment and the neighborhood to which the user belongs is updated. Neighborhood assignments are applicable if Neighborhood is selected as the group by or view by option in a scenario or building overview. Location assignments are applicable for all other options.