New Setup / Rollout

Navigation Path:
Office > New Setup

To initiate a new office instance or update an existing one, Door James provides a centralized "Rollouts" area.

Select the Office icon in the main sidebar.
Click on New Setup at the very bottom of the office menu.
In the main window, you will see the Rollouts section with two primary options:

Step 1: Office Information (Editable)

Enter the foundational data for the new location.

Office Name: Internal name for organizational purposes.
Office Switcher Name: The label displayed in the top-left dropdown menu.
Street Address, Zip / Postal Code, City / Town / Suburb: Precise physical location.
Phone Number: General contact for the office.
E-Mail (Office Manager): Primary administrative contact.
Website: URL for the office’s local site or intranet page.

Step 2: Invite Users (Editable)

Grant permissions to your team members.

User Search: Locate colleagues by entering their company email address.
Role Selection: Assign the appropriate role to define their level of access within the panel.

Step 3: Upload of Setup File (Editable)

Bulk import the office inventory.

Action: Upload your asset list as a CSV file.
Content: This file should contain all desks, meeting rooms, and parking spaces to be managed at this location.

Step 4: Position Assets on Floorplan

Create the interactive map.

Image Upload: Upload a high-resolution image of the floorplan.
Mapping: Drag and drop the assets imported in Step 3 onto their physical locations on the map image.

Step 5: Office Summary (Editable)

Final review before the official launch.

Review: Audit all entered data, user roles, and asset placements.
Launch: Select "Finished" or "Go Live" to activate the office. Once activated, the location will be visible and bookable for users in the Member App.

The Old Rollout Setup provides a flexible environment to build your office infrastructure using both bulk uploads and manual entries.

Main Configuration Options

Upload of Setup File:

Action: Click "Upload" to import your assets via a CSV or Excel file. This is the fastest way to handle large volumes of data.

Position Assets in the Map:

Action: Click "Position" to open the floorplan editor and place your imported assets onto the map.

Add Assets Manually:

Action: Click "Add" to create individual desks or rooms one by one. Use this for quick additions or if you don't have an Excel list.

Add Areas Manually:

Action: Click "Add" to define floors or office sections (e.g., "1st Floor", "Terrace") manually.

Add Features Manually:

Action: Click "Add" to create specific equipment tags (e.g., "Dual Monitor", "Coffee Machine") that can be assigned to assets.

Monitoring & Saving

Rollout Status (Bottom Left): Choose the current progress
Rollout Checklist (Right Side): A checklist that shows which essentials are still missing.
Save (Bottom Right): Click "Save" to store your progress.

This tab provides a high-level overview of the entire configuration. Before finishing the rollout, verify the following data:

Total Assets: The final count of all imported and manually added assets.
Asset Types: A breakdown of the different categories (e.g., how many Desks vs. Meeting Rooms).
Total Areas: The number of floors or sections created and mapped.
Features Assigned to Assets: Verification of equipment tags (e.g., "Monitor", "Docking Station") correctly linked to your assets.

Video: