Add a user to the neighborhood

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Assign one or more users to a neighborhood. Create a workplace profile and add the user directly.

    Vorbereitungen

    If you’re using Workplace Space Management version 1.11.1 or later, you can also add a user to the neighborhood from their workplace profile directly. Refer to Add or edit a neighborhood assignment of a workplace profile.

    Wichtig:
    From Workplace Space Management version 1.11.1, the Neighbourhood User Assignments table is no longer available. Instead, the user assignment can be performed on a workplace profile directly using the Workplace Profile Location Assignment table (displayed a related list on the form) in the Workplace Core application. The Workplace Profile Location Assignment in the Workplace Core is now configured with additional fields such as Profile type, Neighborhood, and Source where all the data is saved. This table helps a space manager to perform scenario planning and save any user assignment-related changes performed on a neighborhood directly on the workplace profile.

    On a neighborhood, when you configure a user assignment rule, the neighborhood assignment changes on the workplace profile are automatically saved on the user's workplace profile. On the user's workplace profile, you can know the type of assignment from the Profile type field.

    If you’re an existing customer, upon upgrading, the entities in the Neighbourhood User assignments table are automatically migrated to the Workplace Profile Location Assignment of the user's workplace profile.

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

    Warum und wann dieser Vorgang ausgeführt wird

    Edit an existing user in a neighborhood or add a user to a neighborhood.

    To add a user to the neighborhood, the user must have a workplace profile. If the user doesn’t have a workplace profile created, create a workplace profile and add the user using the following procedure.

    Prozedur

    1. Navigate to All > Workplace Core > Neighborhood > All.
    2. Select the neighborhood to which you want to assign a user.
    3. Wahlweise: If you’re using Workplace Space Management version 1.10.0 or below, to add a user, do the following:
      1. On the form, select the User Assignments Related list.
      2. Select New.
      3. On the User Workplace Profile form, do the following:
        1. Select the Employee whom you want to add.
        2. Select the Workplace Entity to which the employee belongs.
        3. Select Submit.

          The workplace profile is created for the user and is also added to the neighborhood.

    4. Wahlweise: If you’re using Workplace Space Management version 1.11.1 or later, to add a user, do the following:
      1. On the form, select the Workplace Profile Location Assignment related list.
      2. Select New.
      3. On the Workplace Profile Location Assignment, do the following:
        1. In the Workplace profile field, select the user's workplace profile who you want to add.
        2. Select the Profile type as Neighbourhood assignment.
        3. In the Workplace location field, select the workplace location in the neighborhood to which you want to assign the user.

          The user is added to the neighborhood. The workplace profile of the user is updated with the neighborhood assignment. You can also make or edit the neighborhood assignment from the workplace profile. For more information, refer to Add or edit a neighborhood assignment of a workplace profile.

    5. Select Update.

    Ergebnisse

    The user is added to the neighborhood. The Workplace Profile Location Assignment of the user is updated. The Workplace Profile Location Assignment related list in the Workplace Profile form of the user and the Neighborhood form are 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.

    For more information about the Workplace Profile Location Assignment, see Workplace Profile Location Assignment form.