Home » Categories » Spaces » Manual

Spaces Organization Management

Organizations can easily be managed via the staff side interface.  After logging into the dashboard a user has access to a variety of workflows.  The dashboard article covers the information displayed. Customers that do not wish to manage the approval of organizations or patron relationships can enable the auto approval of organizations.  Currently this setting is not accessible via the staff side interface. Please contact the support team to have this feature enabled.  

To engage the organization management workflow, select the Find Organizer button.  Pending organizations and patron organization relationships are indicated by the number in the red circle on the Find Organizer button.

After selecting the Find Organizer button there will be sub menus displayed.  Pending requests are listed under the Pending sub menu.  The pending requests are categorized by Organization and Patron Relationships.  Please click here for information on Patron Relationship management.  

 

A staff side user can review the information displayed on the pending organization ticket and determine whether to approve or deny the organization.  Organization information can be changed or updated by selecting the edit link on the left hand side of the ticket.    

 

After the staff side user has selected the deny or approve button a modal will engage.  This modal will allow the staff side user to add any notes they would like to communicate to the patron that submitted the organization request.  

Custom Fields
  • Applicable To: Staff Users
  • Attachments: No
  • Summary: This article covers the organization management workflow.
0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
There are no comments for this article. Be the first to post a comment.
Related Articles
Add/Edit Equipment in a Location and Space in Spaces
Viewed 2509 times since Mon, Sep 29, 2014
Spaces Time Slider and Full-Day Reserving
Viewed 1035 times since Tue, May 9, 2017
Spaces XML Feed
Viewed 2485 times since Wed, Mar 29, 2017
Viewing an Existing Reservation in Spaces
Viewed 2013 times since Tue, Sep 17, 2013
Patron Accounts in Spaces
Viewed 1753 times since Tue, Sep 10, 2013
Spaces Patron Relationship Management
Viewed 2181 times since Wed, Sep 18, 2013
Patron Account Creation By Staff in Spaces
Viewed 3759 times since Fri, Oct 17, 2014
Default Security Roles in New Core Application
Viewed 1539 times since Sat, Feb 10, 2018
Using Layouts in Spaces
Viewed 995 times since Thu, Oct 29, 2015
Configuring Special Options in SignUp, Spaces, and D!BS
Viewed 7176 times since Thu, Nov 7, 2013