Edit user assignments on the floor plan
Use the floor plan to edit location or neighborhood assignments for the users.
Before you begin
Role required: sn_wsd_core.workplace_manager or sn_wsd_spcmgmt.space_planner
Note:
The sn_wsd_core.scenario_reader role has access to view the map and user assignments.
Procedure
- Navigate to All > Workplace Central > Workplace Central.
-
On the side navigation, select the Space Planning module.
The Space Planning workspace opens with the Floor plan tab selected by default.
- Select a campus, building, and floor to view the map.
- Optional:
Select a View by option to group spaces on the map.
The default view by option is set to None.
-
Edit the user assignments based on your requirement.
Action Steps Assign a single user - Select the space that you want to assign the user to.
If you don't select any space, the user is assigned to the floor selected on the map.
- On the details panel, select Add users.
- On the Add users pop-up, search for the user that you want to assign.
- Select the user from the list.
- Select either of the following assignment type for the user.
- Location: Creates a location assignment on the workplace profile.
- Neighborhood: Creates a neighborhood assignment on the workplace profile.
- Based on your assignment type, fill in the following fields.
- Move from location: Existing location assignment of the user. This field is displayed only for the Location assignment type.
- Select neighborhood to move the user from: Existing neighborhood assignment of the user. This field is displayed only for the Neighborhood assignment type.
- Select neighborhood to move the user to: New neighborhood assignment of the user. This field is displayed only for the Neighborhood assignment type.
- Select Confirm.
Assign multiple users - Select the spaces that you want to assign the users to.
If you don't select any space, the users are assigned to the floor selected on the map.
- On the details panel, select Add users.
If you can select a single space, then from the Users section, select Add.
- On the Add users pop-up, select the Select users by criteria tab.
- Select either of the following assignment type for the users.
- Location: Creates a location assignment on the workplace profiles.
- Neighborhood: Creates a neighborhood assignment on the workplace profiles.
For the Neighborhood assignment, you must select the neighborhood you want to assign the users to.
- Add conditions to filter the users.
For example, Workplace profile is Active. For more information about conditions, see Condition builder.
- Select the users that you want to assign, then select Confirm.
Move a user Note:Moving a user requires the Workplace Move Management plugin.- Select a user on the map.
Alternatively, you can select a space that has a user assigned.
- On the details panel, on the user card, select Move.
- In the From location section, select the location that the user must move from.
- In the To location section, select the building, floor, and space the user must move to.
- Select Apply.
Unassign users - Select spaces or users on the map.
- On the details panel, select Unassign.
The Unassign users pop-up opens.
- Select the following options based on your requirement.
- From the selected location: Removes the selected assignment from the selected users.
- From all location assignments: Removes all location assignments from the selected users.
- From all neighborhood assignments: Removes all neighborhood assignments from the selected users.
- Select Confirm.
- Select the space that you want to assign the user to.