Setting up user access to the Week Planner

As a system administrator of GoBright there are two key steps in allowing users to benefit from the Weekly Planner functionality.

If you want to use the Office attendance feature in the Week planner, read the article Office attendance in Week planner for more information.

Setting the Location

First, a location must be set as a working location. Select an existing location, or – if you are setting up GoBright for the first time – create a new one via Settings > General > Locations.

You can designate a location as a working location by selecting the following option and save the new setting:

Setting the User Role

Secondly, users must be granted specific settings that allow them to create and manage their own Weekly Planner environment.

At Settings > Users > Roles:

Select the user role to which you want to assign Weekly Planner access. If you are using this feature for the first time, you can create a new user role by selecting Add.

If the user role allows bookings, you can enable Weekly Planner access by ticking Allow access to Week Planner under the Bookings section:

Save the new user role setting.

Setting a default week

Users can manage their personal Week Planner by accessing the Profile area in GoBright.

From the Profile menu, select Default Week, then choose your preferred default office and default team.

Here you can define how your typical week is structured by setting your general working pattern. For example, you can specify that you work in the Rotterdam office on Monday, Tuesday and travel on Wednesday in the afternoon, and spend the end of the week working from home.

Users can change these settings at any time.

Save the settings.

This article comes from the Help Center of GoBright.

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