With great power comes great responsibility.
Organisation Settings is a powerful tab that allows the management of your whole organisation and its locations.This article will introduce the categories and sections of the tab, giving you a better understanding of their use. You will then be able to update easily and confidently your settings according to your organisation's needs and growth.
Note: Organisation Settings tab is only accessible to administrators. A global Admin will have access to the whole organisation whereas other roles might have limited access to the different sections.
The tab contains two main categories:
Organisation
It contains all the locations and allows you to implement decisions on a higher organisational level across all locations.
This section includes:
Location: You can visualise your locations in that sub-tab and create a new location using the button 'Create Location' at the bottom right. Clicking on a location will take you inside the location, and open a new submenu.
Employees: It contains all your employees. You can search for a specific employee, view and edit employees' profiles. You can also disable employees, which means they won't appear in any searches.
Templates: Add a custom message showing before any desk booking and/or send an automatic reminder for employees to fill in their daily passes.
Note: If turned on, it will be implemented across ALL locations.
Company details: Complete your organisation profile with your logo, name, and description. It is also where you add the domains allowed to log in to RICOH Spaces.
Note: The recommended size for the logo is 240x240 px.
Groups: Create, upload and manage your AD groups.
Organisation Roles: View and assign global roles; global or/and global insights admin.
Integration: This is where you connect all integrations to RICOH Spaces.
Location Groups: Create groups for similar locations in order to view locations more easily.
Global Policies: There you can set global policies across all locations.
Location
Once you have clicked on a location, you will be taken inside it. Unlike the changes you make in the Organisation Settings, the changes you will do there will ONLY be valid for that location.
It includes:
Details: This includes details of the location. Print QR codes there, set the location, office hours and days.
Floors: Visualise, create, edit and rearrange your floors.
Zones: Visualise, create, edit or delete zones.
Spaces: Visualise all the spaces available in your location and details about them. Create, edit, delete and export spaces.
Screens: Visualise and manage all your screens ( Wayfinder displays, visitor displays, room panels).
Item Catalogue: Create items that will be used for service requests.
Policies: Set policies for your spaces, and manage the daily pass and privacy.
Roles: Assign, edit and delete roles.
Meeting Labels: Create labels you and your employee can use when booking a room.
Layouts: Create, edit and delete room layouts.