timum

Adding team members - with or without onOffice link

There are different ways to add new team members from onOffice to timum ...

Contents

In timum for Estates

Option A - by the team member themselves

Can only be carried out by the team member being added

  1. The team member must be logged in to onOffice.
  2. Then open a property for which timum is to be used
  3. Click the 'Appointments' tab in the property view (far to the right - may only be visible after clicking the 3-line button)
  4. When the Appointments tab loads, the logged-in user is automatically created in timum and linked to their onOffice user.
  5. Newly created users appear in timum appointments in the list of contact persons to choose from.

Option B - by other users

Can be carried out by any user

  1. The team member is set up as a caretaker in a property.
  2. Click the 'Appointments' tab in that property (by any user)
  3. The caretaker user is automatically created in timum and also set up as the responsible contact for the property in timum (can be changed later)

In timum for Agents

Option A - by the team member themselves

  1. The user to be added logs in with their onOffice account
  2. in the onOffice calendar, above the calendar and below the [Today] button, click the small text link 'Appointment scheduling'
  3. timum opens with the following options
    1. Create a bookable resource in timum for yourself ⇒ you are created as a user in timum and linked to onOffice.
    2. Create a bookable resource in timum for another team member (and onOffice user) ⇒ the other team member is created in timum and linked to onOffice.
    3. Assist in timum team calendars WITHOUT being bookable yourself

Option B - by other users

  1. in the onOffice calendar, above the calendar, click 'Appointment scheduling'
  2. Depending on the login status of the logged-in user, there are two paths
    1. the selection from Option A appears (see above) ⇒ select the team member and set them up as bookable
    2. the timum calendar appears directly ⇒ click the grey circle with 3 stripes in the upper right and select 'Add new person' ⇒ continue as in Option A

timum users without an onOffice user

If team members need to work in timum without having an onOffice user - e.g. external employees or partners - this is also possible.

⚠️ NOTE: Using this method, an added team member will not be linked to an onOffice user.

in timum for Estates - preliminary steps:

  1. Click the grey circle with 3 stripes in the upper right
  2. Switch to the Manager view

All:

  1. Select Settings in the ribbon above the calendar
  2. Select the Users section in the left menu
  3. Use the Add team member function to invite a new user to timum by their email address.