{"id":2433,"date":"2021-12-10T13:19:58","date_gmt":"2021-12-10T05:19:58","guid":{"rendered":"https:\/\/blog.facilitybot.co\/?post_type=knowledgebase&#038;p=2433"},"modified":"2025-07-01T06:57:43","modified_gmt":"2025-06-30T22:57:43","slug":"managing-requestors","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/admin-web-portal\/managing-requestors\/","title":{"rendered":"Managing Requestors"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Managing Requestor\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/8ISvQiwLcpU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Requestors are building occupants including residents, employees, shoppers, and tenants who interact with FacilityBot to report faults, make <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/requests\/\">requests<\/a>, book <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/facilities\/\">facilities<\/a>, invite visitors, book desks, ask questions, respond to <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/surveys\/\">surveys<\/a>, and communicate with their facility manager. In most cases, Requestors use their preferred <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/channels\/\">messaging platforms<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"929\" height=\"408\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-1.png\" alt=\"\" class=\"wp-image-3363\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-1.png 929w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-1-300x132.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-1-768x337.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-1-920x404.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-1-230x101.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-1-350x154.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-1-480x211.png 480w\" sizes=\"auto, (max-width: 929px) 100vw, 929px\" \/><\/figure>\n\n\n\n<p>FacilityBot allows Admins to view Requestor information and set the feature permissions for Requestors. Feature permissions are set by assigning tags to Requestors.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing Requestor Information<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2-1024x576.png\" alt=\"\" class=\"wp-image-3364\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2-1024x576.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2-300x169.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2-768x432.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2-920x518.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2-230x129.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2-350x197.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2-480x270.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-2.png 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the Accounts -&gt; Requestors page, Admins can view the list of requestors who have interacted with the bot.&nbsp;<\/li>\n\n\n\n<li>Hover on the selected Requestor to view the available actions.&nbsp;<\/li>\n\n\n\n<li>View the request history of the selected requestor by clicking on the history icon.&nbsp;<\/li>\n\n\n\n<li>View the conversation thread of this Requestor by clicking on the chat icon.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"566\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3-1024x566.png\" alt=\"\" class=\"wp-image-3365\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3-1024x566.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3-300x166.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3-768x425.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3-920x509.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3-230x127.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3-350x193.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3-480x265.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-3.png 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Managing Requestor Permissions Using Requestor Tags<\/h2>\n\n\n\n<p>Requestors can be assigned with Requestor Tags. The Requestor Tag indicates the requestor\u2019s permissions such as whether the Requestor is permitted to invite a visitor and the Zones for which this Requestor is permitted to book a desk.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4-1024x575.png\" alt=\"\" class=\"wp-image-3366\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4-1024x575.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4-300x168.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4-768x431.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4-920x516.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4-230x129.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4-350x196.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4-480x269.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-4.png 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the \u201cRequestors\u201d subsection, click on the \u201cManage Requestor Tags\u201d&nbsp;<\/li>\n\n\n\n<li>Click on the +New button to create a new Requestor Tag.&nbsp;<\/li>\n\n\n\n<li>Enter an intuitive Requestor Tag name. For example, \u201cResidents\u201d might be an intuitive tag for Requestors that are allowed to invite visitors.&nbsp;<\/li>\n\n\n\n<li>Click on the \u201cSubmit\u201d button to save<\/li>\n\n\n\n<li>Next, go to the feature that will use this Requestor Tag and set the permission there. For example, enter the Requestor Tag \u201cResidents\u201d at Setting -&gt; Visitors -&gt; Permissions.<\/li>\n\n\n\n<li>Finally, add the \u201cResidents\u201d tag to all Requestors that are permitted to invite visitors<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"802\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5-1024x802.png\" alt=\"\" class=\"wp-image-3367\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5-1024x802.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5-300x235.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5-768x602.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5-920x721.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5-230x180.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5-350x274.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5-480x376.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/manage-requestor-5.png 1264w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Requestors are building occupants including residents, employees, shoppers, and tenants who interact with FacilityBot to report faults, make requests, book facilities, invite [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[47],"class_list":["post-2433","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-admin-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - 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