How does Equipment access work?

Equipment Access is a feature that groups users and controls which items they can reserve or check out, based on item attributes. It prevents unauthorized users from adding costly or delicate equipment to their Reservations and Check-outs.

Equipment Access helps you to:

• Create clarity on what items can be used in Reservations and Check-outs.

• Protect expensive, delicate, fragile, or advanced equipment.

• Eliminate the burn of manually verifying Reservations and Check-outs.

• Optimize planning by eliminating faulty reservations.

To assign Equipment access, you need to:

1. Create user groups

2. Enable Equipment Access

3. Create and assign item groups

4. Assign user groups to users

Ready to set up Equipment Access? Check the article Setting up Equipment Access.

What does a user see after Equipment Access is configured?

After configuring Equipment Access, users assigned to a User group can only reserve or check out items to which their group has access. Restricted items are clearly marked on the item page — users can view item details but cannot book a restricted item unless their permissions explicitly allow it.

When creating a Reservation or Check-out, users with an assigned User group see only non-restricted items by default. Restricted items are still visible and clearly labelled as restricted. Depending on the permissions granted to their User group, users may be able to add restricted items to Reservations.

Ready to Set Up Equipment Access?

Now that you know more about it, it's time to configure Equipment Access. The following help articles will get you up and running!

• Set up Equipment Access

• Create and manage User groups