Facilities&Events and Strive use Guest user accounts to allow users outside your district to have limited access to these applications. Guest accounts can be created in each application separately and are accessible within Management, Facilities&Events, and Strive.
Creating Guest Users in Management
System administrators with the Manage Guests right can create and manage guest user accounts.
Step 1: Select Management.
Step 2: Select Manage Guests under Organization, then Create a New Guest.
Step 3: Enter a first name, last name, and email address. Then, create a guest password for their use.
Enter an organization if you’re using invoicing in Facilities&Events.
Step 4: Select Save.
Select a guest user's account in the Manage Guest list to make changes to their account and view assigned login and password information.
Guest Users in Strive
Strive managers can use guest accounts to provide access to an outside instructor to manage a course or to invite attendees from outside your district to register and receive certificates for provided training.
Adding a Guest
Follow these directions to add a guest to Strive under the Workshop Settings gear.
Step 1: Select Workshop Setup, then select Guests.
Step 2: Select Add Guest.
Step 3: Enter a first name, last name, and email address. Then, create a guest password for the user.
Step 4: Select Save Guest.
Assigning a Guest User as an Instructor
Once you have added a guest user, you can assign them as an instructor to the district court instructor’s list.
Step 1: Select Workshop Setup, then select Instructors.
Step 2: Select Add Instructor.
Step 3: Select Guest Instructor, then select Next.
Step 4: Select the added guest, then select Next.
Step 5: Select Finish.
Creating a Guest User Account in Facilities&Events
Creating a guest user account in Facilities&Events is similar to the process detailed in the Management section.
Step 1: Select Facilities&Events.
Step 2: Select the Manage tab, then select Manage Guests under Users & Guests.
Step 3: Select Add a Guest.
Step 4: Enter a first name, last name, and email address. Then, assign a password.
Select an organization only if you’re using invoicing in Facilities&Events.
Step 5: Select Save.
Approving Guests in Facilities&Events
System administrators must activate a setting in Facilities&Events to allow users from outside the district to access Guest Reservations. Learn more information about guest reservations and setting up reservations for guest access in Guest Reservation Workflows and Fee Schedules.
Step 1: Select the Manage tab, then select General Options.
Step 2: Check the box for Guests must be approved before reservations are allowed.
Step 3: Post the link on a site so that guests can log in and access specific locations available for reservation.
Step 4: Select Manage Guests, then select Guests Needing Approval.
Step 5: Select Approve or Deny.
Guests approved or denied will no longer show in the list waiting for approval.
Comments
0 comments
Article is closed for comments.