Checklist - Setting up AskCody Modules

 

This checklist is meant to be a helping hand throughout your implementation of AskCody. It will help you configure your AskCody Modules to maximize immediate value. 

If you are a new customer and want to get started, please look at the Guide: Getting Started with AskCody article. 

 

Checklists for setting up AskCody products  

You should have a working connection between your calendars in your Exchange or G suite and AskCody. 

The following is split up into different sections with instructions for setting up the different AskCody products and services. All sets of instructions can be completed independently from each other, so feel free to focus on the sections with the most relevance to your needs. 

 

Today+

  1. Make sure your user has the Today+ Administrator role OFFICE MANAGER
  2. Set up a Today+ configuration and a Today+ OFFICE MANAGER
  3. Display the Today+ URL on you signage device OFFICE MANAGER

 

ActivityView

  1. Make sure your user has the ActivityView Administrator role OFFICE MANAGER
  2. Set up an ActivityView configuration and an ActivityView OFFICE MANAGER
  3. Display the ActivityView URL on you signage screen OFFICE MANAGER

 

Meeting+

  1. Make sure your user has the Owner or Meeting+ Administrator role OFFICE MANAGER
  2. Create provider(s) and configure Meeting+ settings OFFICE MANAGER
  3. Create items and categories in the Meeting+ ManagerOFFICE MANAGER
  4. Contact your CSM, to confirm the setup of the Meeting+ Manager OFFICE MANAGER
  5. Install the Meeting+ add-in using Exchange Admin Center (Using Powershell? Click hereIT SPECIALIST
  6. Plan and execute AD-sync of Meeting+ add-in users ASKCODY OFFICE MANAGER IT SPECIALIST

Workplace Add-in / Resources

  1. Make sure your user has the Resources Administrator role OFFICE MANAGER
  2. Create Purposes, Capabilities, and Capacity for each resource OFFICE MANAGER
  3. Install the Workplace add-in using Exchange Admin Center (Using Powershell? Click hereIT SPECIALIST

WayFinder

  1. Make sure your user has the WayFinder Administrator role OFFICE MANAGER
  2. Send map info to your CSM and follow the review process OFFICE MANAGER
  3. Set up your WayFinder Kiosk OFFICE MANAGER

Welcome+ 

  1. Make sure your user has the Owner or Welcome+ Administrator role OFFICE MANAGER
  2. Create and configure reception(s) and Check-in Screen OFFICE MANAGER
  3. Create hosts in the Welcome+ Manager (For AD-Sync, click hereOffice Manager
  4. Customize the message settings Office Manager
  5. Contact your CSM, to confirm setup of the Welcome+ Manager Office Manager
  6. Install the Welcome+ add-in using Exchange Admin Center (Using Powershell? Click hereIT SPECIALIST
  7. Set up the Check-in Screen OFFICE MANAGER  

 

 

 

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