This article takes you through the different user roles the AskCody Platform provides and the access hierarchy of roles and memberships.
At this point, the integration to your organization's Microsoft 365 tenant has already been established earlier in the implementation process, in Step 4 - Integrate with Microsoft 365 tenants.
We have invited the project team manually to join the AskCody Platform, and now it is time to figure out which roles, memberships, and access the rest of the organization should be granted.
We will also provide tips on which user groups you should have in EntraID and how to set that up.
We also recommend being in contact with your User Training Team, so they can be ready with a user adoption plan and material.
Let's start by explaining the AskCody roles and memberships.
User roles, access, and memberships in the AskCody Platform
On the AskCody Platform, each user is granted a set of roles. These roles determine what the user is able to view, access, and control when logged in to the Portal or Add-ins.
Parts of the AskCody Platform require different layers of access control, like the Add-ins for Outlook, Services Web Portal, Admin Center, etc. AskCody handles different layers of access control through assigned roles and memberships in a hierarchy structure, as seen in the hierarchy model below.
(Click on the illustration to open it in a larger view)
The model shows the different layers in the AskCody Platform, and wherein the Platform, the roles grant access to. Each of the roles and memberships is explained in this article.
The hierarchy structure
- The AskCody Owner role grants access to every part of the AskCody Portal and has no limits. (The owner role still needs membership to use the Web Portals belonging to the areas Services and Visitors, and the Add-in user roles to be able to use the Add-ins in Outlook).
- The Administrator (Adm.) roles have access to all features that belong to the specific Module. Some of these features are placed in the Admin Center in the Portal. Only Owners and Administrators have access to the Admin Center.
- Portal User roles and Managers have access to limited features that belong to a specific area. The Portal User and Managers do not have access to the Admin Center.
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Memberships are provided to users who need access to the Web Portals that will be created for Visitors and Services. Memberships are provided under each reception or provider in the AskCody Portal.
If you need to know more about all the roles, Memberships, and Web Portals, find it in this article.
The hierarchy structure and the roles are helpful when setting up user management, both when you set up user management manually in the AskCody Portal or when setting up an integration to your EntraID. Read more about this in the next article.