Add or edit user assignments of a neighborhood

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Add a user to a neighborhood or edit the existing user assignments of a neighborhood located in a building.

    Before you begin

    Important:
    You can add a user assignment or edit a user assignment of a neighborhood only in a building view.

    Role required: sn_wsd_spcmgmt.space_planner

    About this task

    Modify the user assignments of a neighborhood in a building. Add a user assignment or remove an assignment.
    Note:
    On a building, you can make user assignment-related changes only for a neighborhood that is already created. You cannot add a new neighborhood. To create a scenario and add a neighborhood, refer to Create a scenario and add neighborhood spaces. To create a neighborhood, refer to Managing Neighborhoods.
    Important:
    A user can have only one location in a neighborhood. If there are multiple locations in the same neighborhood, then, the latest added location is set as active and others are deleted.

    Procedure

    1. Navigate to any one of the following locations:
      • All > Workplace Central > Workplace Central.
      • All > Scenario Planning > My Scenario Plans
      You can also open Workplace Central from the Employee Center directly. Navigate to Workspaces > Workplace Central.
      The Workplace Analytics dashboard opens.
    2. Select the Space Optimization icon ().
      The Space optimization dashboard opens.
    3. In the All Buildings section, select the building for which you want to modify the neighborhood user assignments.
      Select View all to view a list of buildings.
      The stack plan of the building opens.
    4. To view the neighborhoods located on each floor, do the following:
      1. Select the Stack plan settings icon () to open the settings.
      2. In the View by field, select Neighborhood.
        The stack plan displays the neighborhoods located in the building.
    5. To edit the user assignments of a neighborhood in the stack plan, do the following:
      1. On the stack plan, select the neighborhood on the floor where you want to edit the user assignments.
      2. On the Space details panel, under the Assignment section, select Edit user assignments.
        A page opens displaying the list of users assigned to the neighborhood.
      3. Optional: Use the filter, sort, or refresh options to modify the list.
      4. To add users to the neighborhood, do the following:
        1. Select Add.
        2. In the Add user profile window, select the users whom you want to add.

          Use the filter option to filter the users list. You can add up to 1000 users to the neighborhood.

        3. Select Add.
        The users are added to the neighborhood. A new Workplace Profile Location Assignment is added to the user's workplace profile with the neighborhood assignment. 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. The Source field of the user assignment is set as manual.
      5. To remove existing users from the neighborhood, do the following:
        1. Select the users whom you want to remove from the neighborhood.
        2. Select Remove.
        3. On the deletion confirmation window, select Delete All.
        The users are removed from the neighborhood. The Workplace Profile Location Assignment is removed from the user's workplace profile with the neighborhood assignment. 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.