Planner Roles

 

This is an overview of what the different roles can and have rights to in the Planner solution. These roles can be assigned to Planner users.

Table of content

• Booker
• Secretary
• Facility Manager
• Receptionist
• Catering manager
• Administrator
• Table overview of what the roles can access

Booker:

This is a basic user. A booker can book meetings for themselves in Planner or through the Outlook add-in if it’s installed. They can only book a VIP resource if they have the corresponding VIP access.
The booker rights can be granted to one location or all locations.

Local: Can only set up meetings and order catering, rooms and equipment at the assigned location.

Global: Can set up meetings and order catering, rooms and equipment across several locations.

Permissions: Can access My Calendar”,” My Settings” and Booking Flow”

 

 

Secretary:

The secretary can create, view, edit and delete meetings on behalf of all other users. The secretary right can be granted to a location, a department, multiple departments or every location.

Local: Can only set up meetings and order catering at assigned location for others.

Global: Can set up meetings and order catering across multiple locations for others.

Permissions: Can access My Calendar”, My Settings”, Scheduling Assistance”, “Classic View” and Booking Flow”

 

 

Facility Manager:

This right is meant for the person(s) in charge of the meeting rooms. They have access to the reports tab, where they can create reports.

The facility manager rights can be granted to one location or all locations.

They have access to the bookings tab. In the bookings tab, they can edit others meetings in regard to meeting rooms and equipment. Here they can bypass the ordering deadline and VIP restrictions for meeting rooms and equipment.

In the resources tab, they can create and edit meeting rooms and equipment. There are a lot of possible settings set on resource level. They can also make resource categories VIP.

Local: Can only create resources for the assigned location.

Global: Can create resources across multiple locations for others.

Permissions: Can access “Admin module-Bookings-Report-Resources”, Booking Flow” and My Settings”

 

Receptionist:

It is possible to register the creation of guests, entry and printing of outside guests in the Visitor module.

Local: you can only register guests for your own location.

Global: can register guests to multiple locations.

Permissions: Can access Visitor Reception”, My Settings”, Scheduling Assistant” and “Booking Flow”

 

Catering Manager:

This right is meant for the person(s) in charge of the kitchen. They have access to the reports tab, where they can create reports. These are usually used to create and deliver the food.

The catering manager rights can be granted to one location or all locations.

They have access to the bookings tab. In the bookings tab, they can edit others meetings with regard to catering. Here they can bypass the ordering deadline and VIP restrictions for catering, so they can add orders to last minute meetings, or correct past orders. They can also lock bookings, which is used in some economy exports.

In the resources tab, they can create and edit catering resources. There are a lot of possible settings set on resource level. They can also create Closing days, which are days when catering can’t be ordered, and they aren’t included in ordering deadlines. They can also make resource categories VIP.

 

 

Administrator:

You have full access to the solution for creating users, locations, companies and resources. You can change users’ rights, assign users to locations, and delete meetings under Bookings.

Administrators can change the system configuration and create, edit and delete users. In short, everything covered by this guide. Administrator rights are always for all locations.

Permissions: Can access Classic view”, Scheduling Assistant”, Visitor Reception”, My Settings” and “Administrator Module”

 

 

Table overview of what the roles can access

Sections	Booker Role	Secretary Role	Resource Manager Role	Admin Role	Receptionist role
My Calendar	Yes
My Settings	Yes
Booking flow	Yes
Visitor reception	No	No			Yes
Visitor Selfregistration configuration	No	No	No	Yes	No
Scheduling Assistance	(No)	Yes
Classic View	(No)	Yes
Admin
Reports			Yes
Bookings			Yes
(Booking flow - managed)			Yes
Resources			Yes
Users				Yes
Organization				Yes
Analytics/Insights				Yes
Settings				Yes
Visitor
Reception module		Yes
Self Registration - config				Yes