Configure Everyday User Process Templates

Everyday User templates control what Everyday Users can access and do in EMS applications other than EMS Desktop Client. EMS provides two types of Everyday User templates:

• Security template: Controls access to menu items, booking information, and other features. Previously called Web Security Templates.

• Process template: Controls the reservation options available to users for spaces such as conference rooms, workspaces, and study rooms. Process templates also control date and time restrictions, room access, and available services such as A/V and catering. Previously called Web Process Templates or Web Templates.

EMS Enterprise includes an unauthenticated user process template and supports additional Everyday User process templates. EMS Professional also includes the unauthenticated user process template and supports up to two additional process templates.

Configure Everyday Users before you assign them to process templates.

1. On the EMS menu bar, select Configuration > Everyday User Applications > Everyday User Process Templates.

   The Everyday User Process Templates window opens to the Everyday User Template tab and lists the configured process templates.

   The unauthenticated user template controls settings for anonymous or guest users. To provide a process template to an authenticated Everyday User, assign the user to the appropriate template.

   To view inactive process templates, under Show, select Inactive.

2. Select New.

   The process template configuration dialog opens.

3. Enter the process template information.

   Use Request Status to configure a Request/Approval workflow. For example, select Request to require administrator approval before EMS finalizes a booking.

4. Configure the applicable process template tabs:

   • Process Template Tab

   • Booking Rules Tab

   • Defaults Tab

   • Video Conference Tab

   • Rooms Tab

   • Categories Tab

   • Event Type Tab

   • User-Defined Fields (UDF) Tab

   • Parameters Tab

   • Web Text Tab

   • Menu Text Translations Tab

   • Terms and Conditions Tab

5. Under Everyday User Application Settings, select the applications or integrations that can use the process template:

   Option	Description
   Enable for Web App	Select this option to make the process template available in EMS Web App.
   Enable for Outlook	Select this option to make the process template available in EMS for Outlook. This option can allow users to book a room that has a conflict. You can configure an automatic email to notify the user when a room is not available for a selected date. When you enable this option, the Outlook Conflict Email tab becomes available.
   Enable Integration to Microsoft Exchange	Select this option to enable the process template for Microsoft Exchange if your organization does not use EMS for Outlook.

6. Select OK.