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
Spaces Cost Setup: Taxes
Viewed 80 times since Thu, Oct 24, 2019
Booking a Room For a Patron in Spaces
Viewed 16873 times since Tue, Sep 17, 2013
Default Security Roles in New Core Application
Viewed 2815 times since Sat, Feb 10, 2018
Secured access to content via HTTPS FAQ
Viewed 3225 times since Tue, Dec 20, 2016
Patron Accounts in Spaces
Viewed 2464 times since Tue, Sep 10, 2013
Payment: Mark As Paid - Returns - Staff Adjustments
Viewed 10841 times since Fri, Oct 17, 2014
Reports Tips And Tricks
Viewed 4140 times since Wed, Jun 17, 2015
Spaces Cost Setup: Costs List Tab
Viewed 37 times since Thu, Oct 24, 2019
Spaces Admin Dashboard and Main Menu
Viewed 4678 times since Tue, Sep 17, 2013
Add/Edit a Location and Space in SignUp, Spaces and D!BS
Viewed 17902 times since Mon, Sep 29, 2014