Onboard your team with CHEQROOM

Inviting your team and collaborating on CHEQROOM

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21 articles in this collection
Written by Vincent and Mathilde

Setting up Email Notifications

Send automated reminders to your users
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Written by Vincent
Updated over a week ago

Contacts overview

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Written by Vincent
Updated over a week ago

Adding new Contacts

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Written by Vincent
Updated over a week ago

Adding extra fields to a Contact

Storing extra information like employee numbers or student ID as custom fields on the Contact level
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Written by Vincent
Updated over a week ago

Importing Contacts from spreadsheet

How to import Contacts from CSV file into your CHEQROOM account?
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Written by Mathilde
Updated over a week ago

What's the difference between Users and Contacts?

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Written by Vincent
Updated over a week ago

Adding new users to your CHEQROOM account

Creating logins for each member of your team by sending them an invitation email
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Written by Vincent
Updated over a week ago

User roles & permissions

Specify the level of access to data that each type of user needs
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Written by Vincent
Updated over a week ago

Restricting what self-service users can do

Decide how much access your self-service users have to the account
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Written by Vincent
Updated over a week ago

Restricting users to only seeing a part of the inventory

Decide which user gets access to which facility, equipment room or warehouse
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Written by Vincent
Updated over a week ago

Setting up self-service bookings

Allowing team members or students to make their own Reservations and / or Check-outs.
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Written by Vincent
Updated over a week ago

Linking Contacts to Users

Allowing contacts to log-in to CHEQROOM with their own username and password
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Written by Vincent
Updated over a week ago

Adding a contact picture to your profile

Personalize your account by adding a profile picture
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Written by Mathilde
Updated over a week ago

Blocking contacts

Ban certain contacts from booking equipment
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Written by Mathilde
Updated over a week ago

Preventing booking conflicts

Allow or prevent users to create double bookings or equipment booking conflicts
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Written by Mathilde
Updated over a week ago

Organizing bookings with colored labels

See what's going on by grouping together Reservations and Check-outs
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Written by Vincent
Updated over a week ago

Transferring a user to another existing account

How to change accounts or invite someone who is already part of another account?
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Written by Mathilde
Updated over a week ago

What happens to my existing users once I start to use the LDAP User Sync module?

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Written by Vincent
Updated over a week ago

Integrating with your LDAP or Active Directory server

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Written by Vincent
Updated over a week ago

Tips for crafting your User Sync query with LDAP syntax

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Written by Vincent
Updated over a week ago

Troubleshooting issues with User Sync

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Written by Vincent
Updated over a week ago