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Setting Up Room Access for EMS Users

Add an everyday user to specific spaces within the EMS.

In order for a user or or Everyday User of the EMS website to view workspaces available for reservation, the Everyday User will need to be added to both a "Process Template" and "Group" within the EMS desktop client. Review the EMS Administrative Terms document to review details about these terms. 

Follow these steps to assign an Everyday User to a Process Template and Group: 

  • To add a Process Template and/or Group for an Everyday user, note their:
    • NetID
    • First and Last Name
  • On the EMS menu bar, select Configuration > Everyday Applications > Everyday Users.

Screenshot of the configuration and everday user ments

  • Once the Everyday Users window opens
    • Use the "Find" field near the top of the window, search for the user by their NetID or name (last name, first name).
    • Select "Display".
    • Select/highlight the user's name.
    • Select "Edit" on the right-hand side of the screen. 

Screenshot of EMS everyday users finding a user steps

  • Once the window for that specific Everyday User editing window loads,
    • Select the "Process Templates" tab at the top of the window.
      • These are the spaces on the EMS website that will then be available for the user to reserve under the "My Templates" menu. 
    • In the left-hand column, select/highlight the template name for the template you would like to apply to that user.
    • Select the ">" arrow (pointing to the right) in the middle column to move the selected/highlighted template over to the right-hand column. 
      • If needed, select another template name and move it from the left-hand to the right-hand column using the same steps. 

Screenshot of EMS everyday user profile process template tab

  • Within the same window,
    • Select the "Groups" tab
    • Select the "Display" button near the top of the window.  Available groups will then appear in the left-hand column. 
    • Select/highlight the name of the group to which you would like to add this user.  This will typically be a unit within a larger division/department. 
    • Select the ">" arrow (pointing to the right) in the middle column to move the selected/highlighted template over to the right-hand column.

Screenshot of EMS everyday user menus group tab

  • After a Process Template and Group have been added for that specific user, select "OK" at the bottom of the window. 
  • On the remaining Everyday Users window, select "Close"




Keywords:EMS, users, everyday users, room access, process templates, groups,   Doc ID:116651
Owner:Jenee J.Group:Facilities Planning & Management
Created:2022-02-09 16:22 CSTUpdated:2022-02-11 16:53 CST
Sites:Facilities Planning & Management
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