Matrix Booking Knowledge Base

We currently use 'preferred name' to identify key people like fire wardens, how do we migrate to use workplace roles?

  • Follow the steps to create and set up the workplace roles you need.

  • Navigate to the Admin > Users page.

  • Use the text filter to search for users with roles in their ‘preferred name’ e.g. fire warden.

  • Click on the name of the user you want to change and select the role you wish to assign at the bottom of the window.

  • Remove the role from their ‘preferred name’ field.

  • Save the changes.

  • Repeat this process for all the users you need to migrate.

Alternatively, you can set the role(s) to allow self assignment and ask people to update it themselves via their “Your information” page.