Setting up basic organizational settings

Learn about the first steps to take when getting started with the AskCody Cloud Management Portal

When entering the AskCody Meeting Management Platform the first time we recommend you start with editing the basic settings for your organization, such as language, time-zone, date-format, and locations.

By editing this information, to begin with will secure that you have the right foundation that fits exactly to your organization before starting to configure each AskCody module. This will minimize the risk of mistakes later on.

To understand how AskCody is handling language, time-zones, and locations it is important to understand that this is based on best practice and international standards. At AskCody we have a language, time/date hierarchy to support different languages and time/date formats across different locations and time-zones in your organization.  

Language, time/date hierarchy

Global level
The Global level applies across the whole organization, every Location, all AskCody modules, and users.

Location level
The Location level applies only to that specific location, and the AskCody modules used on that location, including the users on that location. When either Language, time-zone or date-format is set under the location, this will overrule the Global level settings for that location. 

User-level (only language)
Language set on a specific user applies only for that user, and the AskCody modules that the user can access and use. Specific user language always overwrites location or global language.

Set up basic organizational settings

In the following, you will be presented with the steps to set up the basic organizational settings.

1. Set up Global level language, time-zone, and date-format

We always recommend you to set up the Global Level language, time-zone, and date-format even though you want to set Location Level settings on each of your locations. This is to make sure that you have a fallback setting that matches your organizational standards if the location-specific settings will be removed. 
Languages are set as a Locale and are a combination of both language and the time/date format.
Example: English (United Kingdom) uses the 24-hour clock format and English(US) uses the 12-hour clock format. Besides the 24- or 12-hour clock and AM/PM the Locale also sets the date format, e.g. 14/02/19 or 02/14/19.

2. Create Locations (and set up Location Level settings)

Locations are used to define the different locations of your organization, like different offices in different cities, regions, or countries, and can be used to configure different time zones, languages, and settings. In the AskCody Meeting Management Portal, a "Default" location is created when you signed up.
We recommend you go edit the current location so it fits your organization, and add other locations if needed. 

If you would like to have different languages, date/time, and time-zones on some of your locations (Location Level), correct Language and Time-zone in step 7 below (See picture). 

*Note: Language, time/date, and time-zone set on a location applies only to that specific location, and the AskCody modules used on that location, including the users on that location. 

3. Set up User-Level Language (Optional)

Language set on a specific user applies only for that user, and the AskCody modules that the user can access and use. Specific user language always overwrites location or global language settings. 

E.g. At AskCody we have English (US) as our Global language, and on the Aalborg location, we have English (UK). At the Aalborg location, we have a canteen chef that is from Spain, and therefore we have changed the language on the canteen chef's user in AskCody. This means that when our canteen chef logs in to the Services Management Portal her language will be Spanish, and if other users from the Aalborg location use the Services Management Portal the language will be in English (UK). 

Next step: Step 4: Integrating to Microsoft Exchange.