Roles in the AskCody Management Portal

In the AskCody Management Portal, 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 Manager.

In this article you will learn everything there is to know about User Roles and Memberships. 

This article covers: 

User Role Hierarchy

In the following, you will find an illustration of the hierarchy of all the AskCody Manager user roles, and which areas of the Manager and Add-ins the roles gain access to. 

To get the illustration in a larger view please click the attached file at the bottom of this article.

AskCody User Roles and Access Hierarchy

 

Listed below is the use and description of the different roles available: 

Owner

Grants access to all products and the Admin Center in AskCody Manager.

Use: This role is by default granted to the first user that is created in the AskCody Manager (the user that signs up). It is highly recommended that this role is only granted to the user that is responsible for your AskCody services and the user in contact with AskCody. 

AADFS sync tag: ROLE_OWNER

User Administrator

Grants access to accounts and role grants in AskCody Manager.

Use: This role will allow the user to access other users' accounts and grant roles. The grantable roles are determined by what AskCody services are a part of your subscription (if you want access to more roles or seem to be missing any, please contact support@askcody.com)  

It is highly recommended that this role is only granted to the user that is responsible for your AskCody services and the user in contact with AskCody. 

Connect Administrator 

Grants access to all Connect functionalities.

Use: This role grants the ability to:

  • Establish connections between AskCody and your calendar services
  • Connect specific calendars to AskCody
  • Create a synchronization via Azure Active Directory(AD) or AskCody Active Directory Forwarding Service (AADFS). 

It is highly recommended that this role is only granted to the user that is responsible for your AskCody services and the user in contact with AskCody. 

AADFS sync tag: ROLE_CONNECT_ADMIN

Insights

Insights Administrator

Grants access to all Insights functionalities.

Use: This role grants access to the Insights Manager.

AADFS sync tag: ROLE_INSIGHTS_ADMIN

ActivityView

ActivityView Administrator

Grants access to all ActivityView functionalities.

Use: This role is needed in order to create, edit, preview ActivityViews, and ActivityView configurations.

AADFS sync tag: ROLE_ACTIVITYVIEW_ADMIN

ActivityView Manager

Grants access to some ActivityView functionalities.

Use: This role is needed in order to create, edit, preview ActivityViews. To create ActivityView configurations you need to have the Owner or ActivityView Administrator role. 

AADFS sync tag: ROLE_ACTIVITYVIEW_MANAGER

  

Meeting+

Meeting+ Administrator 

Grants access to all Meeting+ functionalities and settings.

Use: The user with this role will be able to create, edit and view deliveries, items, categories, terms, cost centers, and cost center groups.

It is highly recommended that this role is only granted to the user that is responsible for your AskCody services and the user in contact with AskCody. 

AADFS sync tag: ROLE_MEETING_ADMIN

Meeting+ Provider 

Grants access to deliveries, items, and terms in the Meeting+ Manager.

Use: This role is meant for canteen staff and administration. Users with this role will only be able to create, edit, and view deliveries, items, categories, and terms. 

AADFS sync tag: ROLE_MEETING_PROVIDER

Meeting+ Accountant 

Description: Grants access to cost centers and settlements in the Meeting+ Manager.

Use: This role is meant for the financially responsible administration of deliveries. Users with this role will only be able to create, edit, and view cost centers, cost center groups, and settlements. 

AADFS sync tag: ROLE_MEETING_ACCOUNTANT

Meeting+ Delegate

Grants access to Meeting+ in Outlook on behalf of other accounts within the organization. 

Use: This role will not grant access to the Meeting+ manager, but will instead give the user the ability to use the Meeting+ add-in/plug-in on behalf of other users. 

AADFS sync tag: ROLE_MEETING_DELEGATE

Meeting+ User

Grants access to Meeting+ in Outlook. 

Use: This role will not grant access to the Meeting+ manager. It will give the user the ability to use the Meeting+ add-in/plug-in for Outlook. 

AADFS sync tag: ROLE_MEETING_USER

Workplace Add-in / Resources
*We have renamed the Add-in from RoomFinder to Workplace Add-in and the module in the Management Portal to Resources.

Resources Administrator 

Grants access to all Resource functionalities.

Use: The user with this role will be able to create, edit, and view the purposes and capabilities of all resources in the AskCody Management Portal, under Resouces.

It is highly recommended that this role is only granted to the user that is responsible for your AskCody modules and the user in contact with AskCody. 

AADFS sync tag: ROLE_ROOMFINDER_ADMIN

Workplace Search Specific Rooms

Grants access to the specific room search function when using the Workplace Add-in.

Use: This role will allow the user to search for specific rooms by name when using the Workplace Add-in.

AADFS sync tag: ROLE_ROOMFINDER_SEARCH_SPECIFIC_ROOMS

Resources Manager

Grants access to some of the Resouce functionalities.

Use: The user with this role will be able to assign capacities, purposes, capabilities, info links, and edit resources.

AADFS sync tag: ROLE_ROOMFINDER_MANAGER

Today+

Today+ Administrator 

Grants access to all Today+ functionalities.

Use: This role is needed in order to create, edit, and preview Today+ and create Today+ configurations.

AADFS sync tag: ROLE_TODAY_ADMIN

Today+ Manager

Grants access to some Today+ functionalities.

Use: This role is needed in order to create, edit, and preview Today+. To create Today+ configurations you need to have the Owner or Today Administrator role.

AADFS sync tag: ROLE_TODAY_MANAGER

WayFinder

WayFinder Administrator 

Grants access to all WayFinder functionalities.

Use: This role is needed to edit WayFinder plans, destinations, destination categories. 

 It is highly recommended that this role is only granted to the user that is responsible for your AskCody services and the user in contact with AskCody.

AADFS sync tag: ROLE_WAYFINDER_ADMIN

Welcome+

Welcome+ Administrator 

Grants access to all Welcome+ functionalities.

Use: The user with this role will be able to create, edit, and view check-ins, guests, and hosts in the Welcome+ Manager. The Welcome+ administrator will also be able to customize the text and messages on the Welcome+ screen, in the host/guest email, and in the host/guest SMS. 

AADFS sync tag: ROLE_WELCOME_ADMIN

Welcome+ receptionist 

Grants access to contacts and guests in Welcome+ Manager.

Use: The user with this role will be able to create, edit, and view check-ins and guests.

AADFS sync tag: ROLE_WELCOME_RECEPTIONIST

If you are missing a role for a product you have bought or want to try, please contact support@askcody.dk

What is a Membership? 

Memberships determine what Provider or Reception you are part of with Manager or Administrator roles. If you are given the role of Meeting+ provider, you will only be able to manage the Providers you are a member of and the same is the case for Receptions.