Add New Member Organisation: Generic Accounts

Follow these steps to add a new member organisation who uses a generic email account to manage their calendars (e.g. gmail.com, outlook.com, iCloud.com, etc.).

This process will enable each user created to set their own password to access Space Connect and book shared meeting rooms.

 

Step 1: Login

Sign-in to the Space Connect admin portal at http://admin.spaceconnect.co.

 

Step 2: Edit location

From the Locations page, select the 'Edit' button next to the location you need to add the new member.

 

Step 3: Manage members

From the Edit Location page, click on the "MANAGE MEMBERS" button.

 

Step 4: Add member details

The next page will list existing members (if any).  From here members can be edited.
Select the "ADD NEW MEMBER" button.

In the 'Member Company Name' field, enter the name of the company (or individual you are adding as a member.

Enter the details of the organisation:

  • Member Company Name
    Enter the name of the member organisation.
      
  • Email Domain Type
    The type of system used for emails and calendars.  When a member organisation is added, their users can access SpaceConnect by authenticating with their existing login details.
    • Microsoft
      If the company uses Microsoft O365 for managing emails and calendars. 
      Once the member organisation allows connection to SpaceConnect, users can authenticate with their existing login details to open SpaceConnect.  Also, meetings can be added to the user's calendar.
        
    • Google
      If the company uses Google G-suite for managing emails and calendars. 
      Once the member organisation allows connection to SpaceConnect, users can authenticate with their existing login details to open SpaceConnect.  Also, meetings can be added to the user's calendar.
        
    • Email+Password
      If the company does not use Microsoft or G-Suite, their users can still access SpaceConnect by using their email address and a password.  In this scenario, every user account must be manually created so that an automated welcome email is sent with a one-time usage password.
  • Member Email Domain
    Enter the domain of the email account for the organisation.  For example, if the email addresses are bob.smith@gmail.com, then the domain is "gmail.com"
  • Global Administrators Email 
    Enter the email address of the domain administrator (e.g. name@spaceconnect.co)
    This is not required for Generic accounts.

 

Step 5: Save Member Details

Once all the relevant information has been entered, click "ADD MEMBER" to save and return to the list view.  All settings can easily be changed if necessary by editing a member record.

 

Step 6: Create user

From list view of members, scroll to find the member you just created. and select the link for "Manage Users' link.  This will then display a list view of users (This will be empty for newly created members).
From here, click on "ADD NEW USER". 

This will open the dialog for adding users to the member company.

 

Enter the details of the user:

  • First Name
    The users first name.
      
  • Last Name
    The users last name.
      
  • Email 
    The email address of the user.
    Note, it must have the same domain as the "Member" company entered before,  E.g. if the member accounts uses gmail.com, then the users email address must be xxx@gmail.com.   

 

Step 7: Save Member Details

Once all the relevant information has been entered, click the 'Add' button to save and return to the list view of users.  All settings can easily be changed if necessary by editing a member record.

 

Success! You have now added your new member and with a user.
You MUST complete this step for each user within the member organisation who needs to be set up with an Email password account.