This article will guide you through each step of the process of setting up AskCody successfully. Whether you only have to set up two Today+, or you are going to roll out the whole AskCody Suite worldwide, it’s the same steps you need to follow when implementing AskCody. Follow these steps and you will be up and running with AskCody in no time.
Before reading this article make sure you have done the following:
- Signed up and logged in to the AskCody Management Portal.
1. Connect to AskCody
You definitely want the AskCody Portal to talk together with your Exchange or G suite, to get the most out of your AskCody Modules. So, the first thing you need to do is to create a connection with your calendars and resources. Choose the service you are on and follow the guide:
2. Add your room- and resource calendars
At this step you have created the connection between the AskCody Portal and your Exchange or G suite, now you have to add your room- and resource calendars to the AskCody Management Portal. Follow the guide:
3. Setting up your AskCody Modules
Now the fun part starts – Configuring the AskCody Modules. When configuring the Modules there will always be a basic setup in the Admin Center for each product.
See how to set up the different AskCody Modules here:
- How to create a Today+
- How to create an ActivityView
- How to set up Meeting+
- How to set up Workplace
- How to set up Welcome+
- How to set up WayFinder
- How to set up Insights
Visit the article "Checklist - Setting up AskCody products".
4. Add users and grant user roles and memberships
Now you need to add all your users to the AskCody Portal and make sure the users have all the right roles and memberships for the AskCody Modules.
In some cases, it is necessary to build up a user hierarchy if you need to have more than a few people administrating the AskCody Portal. Follow the guide to add your users to the AskCody Manager: