When certain users start to get sloppy and keep bringing equipment back overdue, you can now block those users and prevent them from making bookings and check-outs for themselves.
Please make sure that 'block contacts' is activated in settings -> add-ons
Blocking a contact
Go to Contacts
Click on the Contact you would like to block
Click on Actions in the top-right corner
Click Block...
Enter a message why the Contact was blocked (this will be saved in the Contact's history)
Blocked Contacts are NOT allowed to:
Have a new reservation added to their name
Have a new check-out added to their name
Extend an open Check-out
Convert a Reservation into a Check-out
Take an item into Custody
Blocked contacts are allowed to:
Log in (if they're linked to a User)
View availability of Items
Check-in open Check-outs
For users with the permission to manage any reservation: Create a reservation for someone else
For users with the permission to manage any check-out: Create a check-out for someone else
For users with the permission to release and transfer custody for any item: Give Custody to someone else
Listing blocked contacts
As a user with the permission to manage contacts, you can find an overview of your blocked contacts by going to your Contacts and clicking 'Sort - Blocked - Descending'. The blocked Contacts have the prohibited icon marked on the right side:
Unblocking a contact
Go to Contacts
Click on the Contact you would like to unblock
Click Unblock in the top-right corner
Enter a message why the Contact was unblocked (this will be saved in the Contact's history)
How to let users know they have been (un)blocked
By account message
When blocked contacts log in, they will see a message stating they have been blocked by the account owner:
By setting up automated email notifications
A user with permission to the account settings can also create an automated email notification which will send out an email to the blocked contact once they have been blocked and/or unblocked:
Go to your Settings in the bottom left corner of your screen
Click Notifications
Click New notification
Choose the trigger Blocked Contacts or Unblocked Contacts
Give this trigger a unique name and choose Email
Write your message:
Fill in the To field with a static email address (e.g. equipment-admin@yourdomain.com) or use a dynamic field. E.g. email it to the Contact of the Check-out with {{contact.email}}
Enter an Email subject
Write the Email body
Preview your Email
Important
*All user roles can be blocked. They will still have access to the account, but won't be able to make reservations or check-outs for themselves. All users with permission to manage any booking will still be able to make bookings for other users who have not been blocked.
For Customers Using the New and Improved User Management Page
When certain users start to get sloppy and keep bringing equipment back overdue, you can block them and prevent them from making bookings and check-outs for themselves.
⚠️ Please ensure that the block users option is activated in Settings -> Add-ons.
Blocking a user
Go to Users
Click on the User you would like to block
Click on Actions in the top-right corner
Click Block...
Enter a message why the User was blocked (this will be saved in the User's history)
Blocked Users are NOT allowed to:
Have a new reservation added to their name
Have a new check-out added to their name
Extend an open Check-out
Convert a Reservation into a Check-out
Take an item into Custody
Blocked Users are allowed to:
Log in (if they have Workspace Access)
View availability of Items
Check-in open Check-outs
For users with the permission to manage any reservation: Create a reservation for someone else
For users with the permission to manage any check-out: Create a check-out for someone else
For users with the permission to release and transfer custody for any item: Give Custody to someone else
Listing blocked Users
As a user with the permission to manage Users, you can find an overview of your blocked Users by going to your Users overview page and clicking 'Sort - Blocked'. The blocked Users have the prohibited icon marked on the left side:
Unblocking a User
Go to Users
Click on the User you would like to unblock
Click Unblock in the top-right corner
Enter a message why the User was unblocked (this will be saved in the User's history)
How to let users know they have been (un)blocked
By account message
When blocked Users log in, they will see a message stating they have been blocked by the account owner or administrator.
By setting up automated email notifications
A user with permission to the account settings can also create an automated email notification which will send out an email to the blocked User once they have been blocked and/or unblocked:
Go to your Settings in the bottom left corner of your screen
Click Notifications
Click New notification
Choose the trigger Blocked Users or Unblocked Users
Give this trigger a unique name and choose Email
Write your message:
Fill in the To field with a static email address (e.g. equipment-admin@yourdomain.com) or use a dynamic field. E.g. email it to the User of the Check-out with {{contact.email}}
Enter an Email subject
Write the Email body
Preview your Email
Important
All users can be blocked (whether they have workspace access or not). They will still have access to the account, but won't be able to make reservations or check-outs for themselves. All users with permission to manage any booking will still be able to make bookings for other users who have not been blocked.