User criteria form

  • Release version: Yokohama
  • Updated February 4, 2025
  • 1 minute to read
  • User criteria enables you to allow access to users based on role, department, group, location, or company. Administrators can control access by creating and applying user criteria. User criteria records define conditions that are evaluated against user records. When user criteria is defined, records are only visible to users who pass the defined conditions.

    Table 1. User criteria form
    Field Description
    Name User criteria name.
    Users Users with access to reservable modules. Click the unlock users icon (unlock users icon) to select users. Click the add me icon (Add me icon) to add yourself as a user.
    Groups User groups with access to Reservable module. Click the unlock groups icon (Unlock groups icon) to select the required groups.
    Roles User roles with access to Reservable modules. Click the unlock roles icon (Unlock roles icon) to select the groups.
    Advanced Option to create a script for the user criteria.
    Application This field is automatically set to Workplace Reservation Management.
    Active Option to make the user criteria available.
    Company Company name. Click the unlock company icon (Unlock companies icon) to select the company with access to Reservable modules.
    Location Location name. Click the unlock locations icon (Unlock locations icon) to select the locations with access to Reservable modules.
    Departments Departments name. Click the unlock departments icon (Unlock departments icon) to select the departments with access to Reservable modules.
    Match All Option to make all conditions as required when the user criteria is applied. The conditions are set in the previous fields, such as Location, Department, and so on