How can I get more of my staff access to Matrix Booking Insight?

Problem

We would like access for my colleague so they can look at the reports and dashboards that Matrix Booking Insight provides.
We would like access for my colleague so they can look at the sensor reports that Matrix Booking Insight provides.

Solution

We have a range of dashboards on our analytics platform Matrix Booking Insight. They are divided in to 2 types: core and visitor management.

Each of our core dashboards give you information and data on the following:

Bookings – understand each individual booking, with details on the booking start time, the booking owner, the number of attendees, and more.
Resource usage – understand which resources are being used.
Building attendance – understand how many of your employees are attending your offices.
Cancellations – understand who is cancelling what resources, when, and what time was not wasted.
Bookings summary – understand the number of bookings and the hours resources are booked by different metrics.
Resource utilisation – understand the proportions of time that resources are booked for.

Each of our visitor management dashboards give you information and data on the following:

Visitors – understand who and when people are visiting your sites and buildings.
Visitors summary – understand visit and visitor patterns.

The following user account types and access profiles will have the following access to the dashboards:

	Core dashboards						Visitor management dashboards
User role	Booking summary	Bookings	Building attendance	Cancellations	Resource usage	Resource utilisation	Visitors	Visitors summary
Service provider
View-only user
Receptionist
Standard user		Raise request	Raise request		Raise request
Location manager			Raise request		Raise request
Location administrator			Raise request		Raise request
User administrator
Administrator

For users that don’t have access but it can be requested for them, raise a support ticket and our Support Team will sort out their access for you.

Access to non-core dashboards

If you want your administrators or any other additional users to have access to non-core dashboards (for example, Sense and access control dashboards), contact your customer success manager to discuss this.

We’ll work out any additional costs for any products you want with Insight, administrator access to any non-core dashboards, and any additional user access for you.

Access to bespoke dashboards

If you want bespoke dashboards created for your administrators or any other additional users, contact your customer success manager to discuss this.

We’ll work out any additional costs for any products you want with Insight for your bespoke dashboards, administrator access to your bespoke dashboards, and any additional user access for you.

Move Insight user access

You can move user access between staff members should you need to or should someone move on to a new role at no extra cost. If you would like to reassign an existing user’s access to another colleague, raise a support ticket and provide the:

Email address of the current user.
Email address of the user the access should be reallocated to.