Desk booking with Protect

• How to add desks
• How to export your desks CSV
• How to add a floor map
• How to see who has been assigned what desk
• How to be assigned a desk as an employee
• Desks FAQ

How to add desks

1. Navigate to Desks on the lefthand side of the dashboard
2. Click Import CSV
3. Drag and drop or select the file you want to upload
   NOTE: Here is a template CSV you can download. Leave row 1 (headers) as is, rows 2 and onward please customize for your company.
   • Floor Name, Desk and Enabled are required on each row
   • Neighborhood, and Assigned To are optional
   • If using the Assigned To field, note that this field can only be populated with an email address, not the employee name
4. Click Import X desks
5. You will be lead to a screen that lists your floor(s)

✨ TIP: If a desk is set to Enabled: No but has an email in the Assigned To field the desk will only be assigned to them when they sign in.
• It will be unassigned if that person does not sign-in that day.

How to export your Desks CSV

1. Go to Desks
2. At the top right you will see Re-import CSV and Export CSV
3. Click Export CSV
   • If the file downloads without a .csv extension you can add .csv to the file and it will open in any spreadsheet tool.
4. From there you can add more rows to the CSV or edit accordingly and re-import

How to add a floor map

1. Once your desks have been added you will see a list of all the Floors you have click on Details.
2. At the top you will see a modal to drag and drop your floor map image.
   ✨TIP: A higher resolution image will be easier for your employees to read!✨

How to see who has been assigned what desk?

1. Go to Visitors > Visitor log
2. Click the menu icon at the top right of the visitor log
3. Scroll down and check Desks

How to be assigned a desk as an employee

1. Register to go into the office
2. Sign in
3. There are two separate ways to view your desk assignment
   • Right after you sign in you'll be viewing your pass. Here it says your desk and shows the floor map.
   ➖ If the image is a high enough resolution you will be able to zoom in and look at closer details.
   • If you close the pass you can always re-open it to view the floor map but you will also see on the registration card itself the desk assignment.

Upon sign in

After closing your pass

✨ For more information on how to view and change the assigned desk on the floor map, please take a look here.

Desks FAQ

• Once a desk has been assigned that day it will not be assigned to anyone else until the next day.
  • Even if the employee assigned that desk signs out, the desk will not become available again.
• If a desk is set to Enabled: No but has an email in the Assigned to field the desk will only be assigned to them when they sign in.
  • It will be unassigned if that person does not sign-in that day.
• Desks will be randomly assigned when someone signs in using Protect.
• Uploading a new CSV will overwrite your current list. Be sure to include all desks on every new upload.
• If you have no desks available to be assigned the person will still be able to sign in without one.
  • We suggest setting a capacity that matches the number of desks available to use.