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User Documentation

Welcome
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Data Hierarchy

User Management

Adding and Removing Users
User Roles and Permissions
Bot and Test Users
User Groups
Mass Messaging
File Attachments
Credentials Management
Single Sign-On
- Okta Integration
- ADFS Authentication

Resource Management

Overview
Adding Resources
Hiding Resources
Resource Properties
Display Categories
Named Units
Inventory Tracking
Maintenance Records
Bulk Importing
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Reservations

Overview
Allowing Guests
Approvers
Rates and Fees
Template Reservations
External Calendars
Weekly Slots
Weekly Blocks
Resource Blockers
Time Restrictions
User Group Restrictions
Credentials Requirements
Library Loan Mode
Event Registration
Check-In and Check-Out
Auto-Cancelling Reservations
Requests Mode (No Calendar)

Spending Accounts

Overview
Creating Accounts
Enabling Transactions
Over-Budget Approvers

Reports

Activity Reports

Modules

Kiosks
Web Integrations
Invoices and Quotes
Custom Forms
Live Maps
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Marketplaces
Custom Themes
Scripting

Integrations

Google Calendar
Microsoft Outlook
Outlook Add-In
Payment Processors
Intuit QuickBooks Online

Tips and Tricks

Site Settings
Markdown Formatting
Ad-hoc Resource Blocking
Inviting Outlook Resources

API and Developers

Resource Management Overview

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