This article explains how to quickly edit a request in the Services Web Portal via a link on a meeting in Workplace Central.
It is possible to edit a request for catering and services directly from a meeting shown in Workplace Central, provided you have the correct permissions.
How to edit a catering and service request in Workplace Central
- Click on a meeting card in Workplace Central with a request you wish to edit.
- Click on the blue "Edit" link at the bottom of the Services section in the opened meeting card.
This will open the specific request in the Services Web Portal.
*Notice, it is only possible to see the link if you have all permissions required.
- Edit the request, click "Update request, " and navigate to Workplace Central.
Required permissions to access the "Edit" link
It is only possible to edit a request directly from Workplace Central if you have the correct permissions to the Services Web Portal.
- Workplace Central user role
- Services Portal User role
- Membership to the provider where the request is placed
Learn more about user roles and memberships to the AskCody Platform.