Cheqroom - adding users, adding user supplemental information, and user agreement

There are two ways to add a user:

1. UC Davis students, staff, and faculty can add themselves through single sign-on (SSO). Please refer to this link  for this process: https://lsit.ucdavis.edu/cheqroom-login-information.This is the recommended method as they will be added through the UC Davis login system and have the option to download and login through the mobile app during the login process. Users can download the app and log in through the app later, but the above link is the easiest way to do it all at once. 

2. Checkout Agents and Admins can add them manually. See directions below.

If you need to add a user agreement to an existing user, click here to skip to the directions

Adding Users Manually and adding supplemental information (Checkout Agents, Equipment Admins, and Admins only) iPad directions

Open the Cheqroom app and select the "New user" button

ipad

 

Complete the fields and select "Add" on the top right corner. Note that only the name and email field are required. At this point, If you feel comfortable, you can hand the iPad to the user to complete the fields themselves.

user

 

Adding supplemental information ( phone, student number, and graduation date) to an existing user

From the home screen, select the hamburger icon on the left top, then from the slide out menu select "Users"

users

 

Scroll through or type in the search bar to find the User

find user

 

Click on the user you want to select, then on the next screen select "Actions" in the top right corner and then from the menu select "Edit User"

select user

 

Select the fields you want to add or edit and then select "Update". Also, if you feel comfortable, you can hand the iPad to the user and let them fill out the information. 

edit user

 

Add User Agreement

If you are not already on the User screen, navigate to the User screen and select "Actions" and the "Generate PDF..."

pdf

 

Next select the user agreement you want to user (if there are multiple) and preview the information. Select the pencil icon.

pencil icon

 

Next have the user sign the agreement and then select "Confirm" at the right top of the window. 

sign

 

Next select "Generate" and you are done!

generate