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Settings & Customization
Configure your settings and personalize the user side of the platform.
How to import data from a CSV fileUse CSV files to import large (or small) amounts of data easily, such as users, customers, units and more.
Guidelines for CSVs to uploadCarefully check the CSVs you'd like to upload to zapfloor with these checklists
How to import users to zapfloor using a CSV fileWould you like to import a list of users in a few click to zapfloor?
How to complete and send the right files to import your customers and users to us?This will help you to add your list of customers and users in a CSV file in a Process Street link.
How to use Roles to limit access for zapfloor usersYou can define a role so your users can focus on the actions and data that's important to them.
How to assign a default resource group for new contacts in a customerYou can assign resource groups to new users per default using these steps
What if: You don't want operators to edit the customer numberIf you want to stick to one flow of creating customer numbers, you can disable the customer number permission.
What can the advanced role system do for you?For users and operators within your zapfloor account you can define custom roles. They will only see the relevant actions and information.
How to create or edit a role for a user or operatorUse zapfloor's advanced role system to define custom roles with their own permissions within the platform.
Don't allow operator to edit international status for customersYou can set permissions per operator role to decide if your team can edit the international status or not.
How to edit your outgoing emails via ZapfloorAll about emails - Via templates you can set or edit the emails that you're sending to your customers and users via Zapfloor.
Most used email templates in zapfloorYou can check and adjust the text of the emails zapfloor sends to fit your center's tone of voice. Below, a list of the most used emails.
How to create a new billing entity?If you have multiple locations, you can opt for adding more than one billing entity to send invoices from.
How to edit billing entity informationEdit the billing entity info when you have to change legal name or bank account. A new bank account AND use Twikey? Contact Zapfloor please
How to use Roles to limit access for zapfloor operatorsYou can define a role so your colleagues can focus on the actions and data that's important to them.
How to manage which mails operator users receiveYou can set mail subscriptions per operator user in Settings
How to manage which locations operator users can accessYou can assign each operator one or multiple locations that they can access through the location picker on the top right of their screen.
How to create a new operator userA new office manager at the office? We will create a new operator user in ZapfloorHQ.
How to edit operator user detailsLet me show you how to edit operator user information and reset password
How to archive an operator userIf a colleague no longer needs access to Zapfloor, you can archive the operator user.
Managing Attendee Visibility for Hot Desk BookersManage attendee visibility in hotdesk booking, tailoring reservation displays to ensure confidentiality.
How to set day price for hotdesksWith a day price, customers pay a fixed amount for a desk (daypass), regardless of the hours they book.
Desk booking permissions explained
see who's in the office
Book multiple access groups in one go
Marketplace
Sell products and services using zapfloor
Marketplace: How to set up?Configure your Marketplace to give the best out of the box transactional experience to your customers.
Product categories: Set up and assign categoriesHow to set up categories for your products, meeting rooms and units to create your own divisions in usage and revenue reporting.
How does the Marketplace work on the user side?Here you can see how exactly you can use the Marketplace to buy various products as a user
Checklist emails (outgoing mails to edit)Give your customers all information they need in the emails.
Location header image in the mobile appPer location you can provide a photo to be the header of when users log in to your mobile app.
How to enable or disable events in the app?You can activate the events module in the mobile app per location.
How to edit community manager (first contact) in the appWether you're using a white label app or the Zapfloor app, you can adjust the community manager and their email in My Center
How to assign insight into specific zones for user side reportingYou can use the roles system in Zapfloor to assign a view on how certain zones or areas are doing for your users.
How to edit colors for the user platform (whitelabel)If you're using a custom domain, you can adjust the colours in the user platform
How to launch the app?Involve your customers in your new office management app using these tips, collection from community managers all over the world.
Logos and visuals in context, where will my logos end up?We'll give you a quick overview of the provided place for your logos, photos and images. You can create your own branding in Zapfloor.
White label app requestDescription how to request a whitelabel app
Request custom domainThe custom domain will allow your members to work on your URL instead of app.zapfloorhq.com