How does a new user login for the first time?

Learn the basics of user logon in the AskCody Portal

If a new user is created in the AskCody Portal the user will have a username (email) and a set of roles determining what kind of access this user will have.

The user will only have to log in to the AskCody Portal if they one or more of the following roles: 

  • AskCodyOwner
  • User Administrator 
  • Integration Administrator
  • Insights Portal User
  • Dashboards Administrator
  • Dashboards Manager 
  • Services Administrator
  • Services Portal User 
  • Finance
  • Resources Administrator
  • Resources Manager 
  • Displays Administrator 
  • Displays Manager 
  • WayFinder Administrator 
  • Visitors Administrator 
  • Visitors Portal User

(To learn more about user roles, click here)

If the new user has one or more of the roles above they will need to request a password the first time they try to log in to the AskCody Portal. To request a password the new user needs to go to the AskCody Portal and click the Request password button. The new user will then have to type in the email that is being used as the user's AskCody username. and click Send instructions. 

Finally, an email will be sent from AskCody with instructions on how to create the password and the user will then be able to log in.