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 you have done the following:
1. Setup General Information in the AskCody Manager
The first step in the AskCody implementation is to provide the AskCody Manager with some general information, like Date and Time, Locations, Domains, ect.. Find out how to set up information in the tab “General”.
2. Create an AskCody Service Account.
You definitely want the AskCody Manager to talk together with your Exchange or G suite, to get the most out of your AskCody products. So, the first thing you need to do is to create an AskCody service account in Exchange or G suite and connect it to the AskCody Manager.
3. Add your room- and resource calendars
At this step you have already made the connection between AskCody and your Exchange or G suite, now you just need to add the room- and resource calendars to the AskCody Manager.
4. Add users and grant user roles and memberships
Now you need to add the users to the AskCody Manager and make sure your users have all the right roles and memberships for the AskCody Products. In some cases, it is necessary to build up a user hierarchy if you need to let more than just a few people into the AskCody Manager.
5. Configure your AskCody Products
Now the fun part starts – Configuring the AskCody Products. When configuring the AskCody products there will always be a basic setup part in the Admin Center for each product. It is important to do the setup part before entering the products in the tap in the upper left corner.
See how to set up the different AskCody products here:
- How to set up ActivityView
- How to set up Meeting+
- How to set up RoomFinder
- How to set up Today+
- How to set up Welcome+
- How to set up WayFinder
- How to set up Insights
** Remember to go through the article "Checklist - Getting started and setting up AskCody products" to be sure you have done everything at each step.