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How to set up Welcome+

Learn how to configure and get started with the AskCody Visitor Management (Welcome+) system

Welcome+ allows employees to skip the tedious back and forth correspondence between multiple organizational units when a visitor needs to be registered.

The employee is in full control of the visitor registration and both the reception and security will have a simple and comprehensive overview of all the registered visitors and visitors that already have been checked in or out.

The Welcome+ solution consists of 3 parts: 

  • The Welcome+ Manager is the online interface where the reception staff can manage hosts, expected visitors, and check-ins.
  • The Welcome+ Admin Center is the online interface where the reception management can manage the number of reception and set up specific visitor rules and check-in management. 
  • The Welcome+ add-in is the user interface that integrates with Outlook where employees can register and manage their visitors. The add-in is connected to both Exchange and the Welcome+ manager, so all changes regarding meeting time and location are automatically updated when and sent to the reception.

There are many different configuration options for Welcome+ in order to support as many use cases and workflows as possible. If you have any questions or need configurations advice please contact support@askcody.com

What you need before you can set up Welcome+:

Step 1: Create a Reception

Go to Admin Center* Click on Welcome+ and choose Receptions  Click Add  Fill out the information and click Add.

Reception settings in the AskCody Management Portal

 

Step 2: Create a Check-in screen configuration

Go to Admin Center*  Click on Welcome+ and choose Check-in Screen Configuration → Click Add  Fill out the information and click Add.

Check-in screen configuration in the AskCody Management Portal

 

To change the headline "Welcome" on the Check-in screen, go to How to customize Welcome+ text and messages.


Step 3: Create a check-in screen

Go to Admin Center*  Click on Welcome+ and choose Check-in Screen → Click Add → Fill out the information and click Add.

Create a check-in screen in the AskCody Management Portal

 

To change the headline "Welcome" on the Check-in screen, go to How to customize Welcome+ text and messages


Step 4: Install the Welcome+ add-in for Outlook

Go to Admin Center*   Click on Add-ins Copy the Manifest URL to your clipboard (ctrl+c) → Install the add-in via Exchange Admin Center (click here to learn how) or via Powershell (click here to learn how)

 

Step 5: Create hosts

How to create hosts manually: Go to the Welcome+ Manager+ Click Hosts and choose Manage hosts → Click Add → Fill in the information and click Add

 Add a host to a reception in the AskCody Management Portal

 

How to import hosts via .csv file: Go to the Welcome+ Manager+  Click Hosts and choose Import hosts → Upload the .csv file and click Import

Import hosts to a reception in the AskCody Management Portal

 

How to import hosts via AD sync

 

Admin Center and the Welcome+ Manager are only available to the users with the Owner or Welcome+ administrator role. The owner role is granted to the first user by default.