Ways to share a draft
Share seating arrangement drafts across your organization in view-only mode, or export a draft as a CSV. Leadership teams can then collaborate on, review and approve drafts without the risk of unintended edits.
Share drafts in view-only mode
- In the web dashboard, go to the Map tab > Edit floor menu.
- Select the Assignments-Scenario planning tool to find your draft.
- Select the draft you want to share.
- Select Share in the top right corner.
- Search for colleagues by name or email and add them. User role permissions control who can view and who can edit.
- Select Invite to send an email invite, or select Copy link to share a link with coworkers. Only users with access to view or edit this draft can open the link.
Each person gets an email notification with a link that opens the draft in Robin. The email looks like this:
To send an email invite again, open the Share menu > select the 3 action dots next to the person's name > Resend email.
Export draft as a CSV
Export your proposed desk assignment changes as a CSV file to share with stakeholders, such as third-party movers and facility managers. The export includes these details:
- Building
- Floor
- Assignee's first and last name
- Previous (desk) location
- New (desk) location
To export a draft:
- In the web dashboard, go to the Map tab > Edit floor menu.
- Select the Assignments-Scenario planning tool to find your draft.
- Select the draft you want to share.
- Select the 3 action dots in the top ribbon.
- Select Export CSV.
Robin downloads a CSV file to your device.
Share drafts with edit access
If the person you share with has view-only access and you want to give them edit access, change their user permissions under Manage > Roles.
The person needs these permissions:
- Assign Desk permission for the building or floor
- Desk Delegation permission
All users who collaborate on the same draft see the same queue and can work on it at the same time.