Offsite hosts are member facilities that have been set up to conduct testing for RedJade® Suite licensees as offsite locations. The licensee sets up a test and hands it off to the offsite host to conduct the test and collect data. This document describes the process for a member facility to set up a company, specify locations, add details and photos of their facilities, and invite users and partners. You can make your facility available in the RedJade Hosting Directory to host and schedule events or you can set up your company to receive hosting requests only from specified partners. Company setup and user invitations are managed by a company administrator. Location setup and station management is done by a field site manager. Once set up in RedJade, field site managers can manage your bids, schedule reservations and review testing activities. 

See the following to set up an off-site hosting company:

• Create an Account
• Set Up a Company for Offsite Hosting
• Set Up Testing Locations
• Add a Room
• Set Up Stations
• Invite Users
• Manage Notification Settings

Create an Account

Before you set up your company as an off-site hosting facility, an account needs to be created.

To create an account:

1. Send an email to support@redjade.net or submit a request through the Support Portal.
   
   
   
2. In the request, specify that you would like to be setup with an account to become a Offsite Hosting Facility. Include your Company Name and the email address for the company's Administrator User Account.
   
   
   
3. A support representative will process the request and send you an email Invitation to Join.

Set Up a Company for Offsite Hosting

Once the account is created, you can add your company address and contact information. 

To set up a company for offsite hosting:

1. From the Welcome to RedJade form, complete the First Name and Last Name fields and create a password.
   
   

   NOTE – The following password requirements are enforced: Passwords must be at least 8 characters long and include at least 2 of any of the following: An Uppercase letter (A-Z) A lowercase letter (a-z) A number (0-9) A special character (?<>!@#$%^&*()-_+=) May not have more than 2 consecutive identical characters

   
   

   
   
   

2. Click on [CREATE ACCOUNT], then accept the Terms and Conditions.

   
   
   

3. To complete the company setup, click on the Admin tile or select ADMIN from the drop-down menu in the title bar.
   
   
   
   

4. Select COMPANY from the left navigation pane.
   
   
   
   

5. Complete the address information, email and phone number for the main company location. Website address is optional.
   
   
   
   

6. To add a company photo, click on the AWAITING PHOTO box.
   
   
   

7. Click on [SAVE CHANGES].

Set Up Testing Locations

Now that the company is set up, you can add testing locations. Once the locations have been set up, your company can receive and manage bid requests and conduct tests.

To add a location:

1. From the ADMIN section, select LOCATIONS from the left navigation pane. You can also go to LOCATIONS from the COLLECTION menu.
   
   
   
   
2. Click on [CREATE].
   
   
   
   The Locations form opens.
   
   
   
   
3. Complete the following fields to add your first location:
   
   

   Name	The name of the testing facility that displays to RedJade licensees when browsing testing facilities to request a bid. We recommend naming each facility to include the metropolitan area in which it is located. For example, "Denver Area." Licensees typically browse testing facilities by location.
   Address	The physical address of the testing location. The Google map updates the location. The address is used to specify the time zone for Onsite tests at the location.
   Email	The email address of the person who manages the bid requests for the location.
   Country Code, Area Code, Phone Number	The phone number of the person who manages the bid requests for the location.
   Default Language	The default language used for testing at the location.
   Seating Capacity	The total number of computer stations that can be set up and used in a single session.
   Sharing Status	Internal: Only users within the company can see the location. Internal locations cannot receive Hosting Requests from RedJade licensees. Partner: Only Authorized Partners can see and request use of the location. See Manage Offsite Partners. Public: All RedJade licensees can see the location and send bid requests.
   Description	Optionally, complete the description box to tell partners about your testing facility. You can format the text using standard editing tools.
   Photos	Optionally, add photos of your test facility to share with partners. Images can only be added after the location has been create.

   
   
   
4. Click on [SUBMIT], the location is created.
   
   
   
5. On the right side of the form, the Google map displays the location entered in the address field.
   
   Optionally, under the Photos section, you can upload up to 6 photos of your test facility. Click the Awaiting Photo thumbnail to Upload Image and click (+) to add more images.
   
   
   
   
6. Repeat these procedures for all locations to add.

Add a Room

A room is a group of computer stations that have been registered to collect data for onsite test locations within RedJade. Tests are scheduled based on the room, or group of computer stations, used for the test. A location must have at least one room to collect data at an onsite location.

To add rooms to a location:

1. Edit the location and select the ROOMS tab. Click on [ADD ROOM].
   
   
   
   
2. Enter a Room Name and click [SAVE].
   
   
   
   
3. The room is created. Additionally, you can edit the room name or delete a room by clicking on the pencil icon.
   
   

   SEE ALSO – Set Up a Station in a Browser for the steps to activate stations for onsite testing in RedJade.

   
   

Set Up Stations

Once the locations and testing rooms are set up you can add the stations. Stations are registered and assigned to rooms within a location.

Stations are added using a unique activation code generated by RedJade and assigned to a specific room and location. The activation code for a room and location never changes. When adding stations it's best to name them in sequential order, to assist in serving. For example, Booth 01, Booth 02, Booth 03, etc.

When activating in a browser (Chrome, Safari, Microsoft Edge, Firefox), the activation is saved in the browser's Cookies and Site Data. The station needs to be activated in the browser by which it will be managed and you must have allow sites to save data on your devise and cookies enabled.

Stations may also be activated using the RedJade Booth App (available only for Windows-based computers). The app uses the full screen, inhibits web surfing, has a smaller installation footprint and uses a configuration file, rather than a browser's Cookies and Site Data. If you've previously activated the station in a browser and switch to the RedJade Booth App, you will need to activate it in the booth app. 

To set up stations in a browser:

1. From the ADMIN section, select LOCATIONS from the left navigation pane. You can also go to LOCATIONS from the COLLECTION menu.
   
   
   
   

2. Click on [EDIT] of the location to activate the station under. Alternatively, click the Rooms # to directly open to the location's Rooms tab.
   
   
   
   

3. From the ROOMS tab select a Testing Room, then click on [GET ACTIVATION CODE].
   
   
   
   The activation code is generated. Each station needs to be activated using the code. The code is case-sensitive.
   
   

   
   
   

4. From a station, go to https://app.redjade.net/surveys, enter the activation code then click on [REGISTER]. 
   
   
   
   

5. Complete the Booth Name field, then click on [Activate this station].
   
   
   
   

6. The station is activated. Click on [Finished].
   
   
   
   

7. Repeat steps 4-6, using the same code per room, to activate all stations.
   
   
   

8. Review the activated stations from the room detail region on the Location form. Additionally, you can edit a station name or room assignment by clicking on the pencil icon or delete a station by clicking on the X.
   
   

Invite Users

You can invite other users to join your company in RedJade. 

To invite users:

1. From the ADMIN section, select USERS from the left navigation pane.
   
   
   
   
2. Click on [CREATE].
   
   
   
   
3. Complete the Email field for the first user. Alternatively, click on Bulk Invite to add multiple users, separating the email addresses by a comma.
   
   
   
   
4. Check an Assigned Roles option to make the user a Company Administrator or Field Site Manager.
   
   

   NOTE – You must select at least one role for each user. Field Site Managers have access to the Collections section in RedJade and can manage locations and hosting requests. Company Administrators have access to additional options, such as Users and Company info in the Admin section. If you use Bulk Invite to add users, all will be assigned the selected roles and locations. See Understand Roles and Access for further details.

   
   
   
5. Select the user's location from the Shared Locations drop-down menu.
   
   
   
6. Click on [INVITE USER]. The user will receive an email invite with a link to RedJade to accept.
   
   

   NOTE – Once setup is complete, any company administrator can go to the Admin section at any time and manage users and locations.

Manage Notification Settings

Once user accounts have been set up, each user can adjust his or her notification settings, as needed. Users responsible for receiving and managing bid requests should enable all of the Event Hosting notifications. The administrator might need to ensure that other users enable these notifications. 

To manage notification settings:

1. From the ADMIN section, select PROFILE from the left navigation pane.
   
   
   
   
2. Select the NOTIFICATIONS tab in the top-right corner of the form.
   
   
   
   
3. Under Notification Settings, check the items for which you want to receive notifications. Be sure to check an option in all the Event Hosting notifications.
   
   
   
   
4. Choose from the following options:
   

   In App – New notifications are indicated under the bell icon in the upper-right corner of the form while the user is logged into RedJade. Email – New notifications are sent to the user via email.