WALDO

Applicable plans:

The free version	The complete version	On-demand version

Concepts and useful information.

• An office is usually considered as a building.

• An office is split into areas. An area is a geographical zone within your office. An area is always associated with an office.
  
  
• Users can see the occupancy of areas to which they've been assigned. Users cannot see the occupancy of an area they have not been assigned to.
  
  
• Areas contain desks.
  
  
• Users are assigned to areas (one or many).
  
  
• When you delete an office, it deletes the areas, desks, parking, parking areas, and parking spots in turn.

Best practices.

• Start by creating offices. You should create as many offices as there are buildings.
  
  
• Next, create areas. Keep in mind that Waldo displays the occupancy of areas and not offices.
  
  
• You should consider areas as preferred zones for users (for which users need to know the occupancy).
  • If your users don't have a preferred zone to work in, you should create only one area.
    
    
  • If your users have a preferred zone to work in, you should organize areas by team (e.g. Support team), department (e.g.  IT department), or localization (e.g.  North-1st-floor).
    
    
• Next, create desks.
  
  
• Finally, assign areas to users.
  

Ready to go?

1 - Create a new entity.

1. Go to the Waldo management portal: https://admin.hellowaldo.app.
   
   
2. Authenticate using your Microsoft 365 account.
   
   
3. Under Desks and parking, and then Resources, click on Add entity. You can also rename the existing Office.
   
   
   

2 - Create a new building.

1. Select an entity and click on Add building.
   
   

3 - Create areas.

1. Click on the building you created, then click on the Add area.
   
   

4 - Create desks in the office area.

1. Click on the area you created, then click on Add desks.
   
   
   

5 - Assign areas to users.

1. Click on Users.
   
2. Click on the user you want to assign to the area.
   
   
3. Click on add allowed area... and then select the areas where the user can find a desk.
   
   

Keep in mind: users can see the occupancy of areas to which they've been assigned. Users cannot see the occupancy of an area they have not been assigned to.

You're done! Waldo will now display the office occupancy.

6 - Advanced user settings: define tags, priorities, and favorite desks.

If you'd like to go further, you can now define tags, priorities, and favorite desks.

7 - Set the office map.

You can refer to this article to set your office map. Office map is available with the "Booking" plan.