Skip to main content

Resources - Overview & Permissions

*once updated, update sandbox manual*

Resources can be used to track a variety of things in the lab using different categories, including equipment, inventory, personnel, customers, storage locations, and more.

Resources can be created from a CategoryResource Template that you set up. Resources can be categorized by category, status, and tags.

Resources can be booked on their resource page or on the scheduler calendar from the dashboard, once the booking permissions are updated.


Permissions

Each resource belongs to a Team, not a specific user. Any user can comment on a resource that they can see without editing the resource.

Permissions can be set for visibility and editing for Resource Category templateTemplates and individual resourcesResources by Team, User Groups, and User. The permissions can be managed on the Template for the template itself and for any derived resources. At the template, you can lock permissions so that they cannot be edited for derived resources.

image.pngimage.png


Booking Permissions

Each resource needs to have booking permissions turned on before it is able to be scheduled on the scheduler.

image.pngimage.png

When you open the booking parameters, you will have several settings that can be adjusted per resource:

image.png