Add team members – with or without onOffice link

There are several ways to create new team members from onOffice in timum. Which one fits depends on whether you use timum for Estates or timum for Agents, and whether the team member has their own onOffice user.

In timum for Estates

Variant A – by the team member themselves

Can only be carried out by the new team member themselves.

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 – it may only become 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 the list of contact persons available for selection in timum appointments.

Variant B – by other users

Can be carried out by any user.

1. The team member is set up as a resource contact for a property.
2. In this property, click the "Appointments" tab (by any user).
3. The resource contact's user is automatically created in timum and also created as the resource contact for the property in timum (can be changed later).

In timum for Agents

Variant A – by the team member themselves

1. The new user logs in with their onOffice user.
2. In the onOffice calendar, above the calendar and below the [Today] button, click the small text link "Scheduling".
3. timum opens with the following choice:
   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.

Variant B – by other users

1. In the onOffice calendar, above the calendar, click "Scheduling".
2. Depending on the logged-in user's login situation, there are two paths:
   1. The choice from Variant A (see above) appears ⇒ select the team member and set them up as bookable.
   2. The timum calendar appears directly ⇒ click the grey circle with three lines in the top right and select "Create new person" there ⇒ continue as in Variant A.

timum users without an onOffice user

If team members are to work in timum without having an onOffice user – e.g. external staff or partners – this is also possible.

In timum for Estates – preliminary steps:

1. Click the grey circle with three lines in the top right.
2. Switch to the Manager view.

For everyone:

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