How to set up Welcome+

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.dk

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.

New_reception___AskCody_Manager.png

 

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.

New_configuration___AskCody_Manager.png

 

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.

New_Check_In_Screen___AskCody_Manager.png

 

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_host___AskCody_Manager.png

 

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___AskCody_Manager.png

 

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.

 

For more informational articles and detailed setup tips about Welcome+, visit the Welcome+ product page.

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