Let managers book further ahead than everyone else

1. Put the managers in a user group

An override rule targets users or user groups. Use a group — people are promoted and leave, and a group means the rule never has to be edited for that. Offision ships a Department category of groups, so a suitable one may already exist; see Create a user group if not. This article uses a group called Management team.

2. Open the policy those rooms use

The rule lives on the booking policy, beside the window it overrides — not on the room, and not on the group. Select the policy, then choose Edit in the panel that opens on the right.

3. Add an override rule for that group

In the editor’s page list choose Override rules — near the bottom, with a badge counting the rules the policy already has. Choose Add Override Rule and fill in the three parts every rule has:

• Name — name it after the group: Management team. The list you come back to shows only these names, so a rule named after its group reads as policy.
• Override condition — Organizer applies when these people create or edit their own bookings, which is the case here. Booking manager instead applies when they work through the admin console on anyone’s booking.
• User(s) / user group(s) — pick the Management team group.

A person is matched by at most one rule per policy: the first matching rule from the top wins. If you add a second rule later — say a wider one for directors — drag the more specific rule above the more general one.

4. Give the rule its own date range

Under Override rules inside the rule, choose Add and pick Limit the booking date range. The same control as the policy’s own page appears — From (e.g.: Today = 0), To (e.g.: one month = 30) and Release time — but what you set here applies only to the people in this rule. With the policy at To 60, give the management team To 180: six months of horizon against everyone else’s two.

Two details are easy to misread:

• Only the settings added to the rule change. Everything not listed in the rule follows the policy unchanged — a rule with just the date range in it alters nothing else about how these people book.
• Adding the row with the toggle off removes the window entirely for these people, rather than leaving the policy’s. A ceiling still applies — the system-wide maximum of 365 days — but nothing shorter.

Save the policy when you are done.

5. Check it worked

Sign in to the user app as someone who is not in the group and try one of the rooms about three months out — the date is refused, or simply unavailable in the picker. Then try the same room and date as a member of the Management team group: the form accepts it without complaint.

If the manager is refused too, they are not in the group, or the rule’s date range row was never added — a rule with no settings in it overrides nothing.