Applicable plans:
| The free plan | The complete plan | On-demand plan |
|---|---|---|
 |  |  |
You can delegate the administration to specific users. Delegation is based on the hierarchy of your Waldo configuration. |
1 - Permissions
| Role | Permissions |
|---|---|
| Organization administrator | - Full access to the Waldo portal - Connect Power BI or Excel to the database. - Access to the "reservations" tab in the Waldo portal. |
| Entity owner | and - Can create, rename, delete sub-entities (including buildings, areas, desks, and parking). - Can create, rename, and delete desks in the entity. - Can assign or remove office areas to/from any user. - Can update users settings to users belonging to the entity. - Connect Power BI or Excel to the database. - Access to the "reservations" tab in the Waldo portal. |
| Building owner | - Can rename a building. - Can create, rename, and delete areas in the building. - Can create, rename, and delete desks in the building. - Can assign or remove office areas to/from any user. - Can update users settings to users belonging to the entity. - Can assign area owners - Connect Power BI or Excel to the database. - Access to the "reservations" tab in the Waldo portal. |
| Area owner | - Can rename an area. - Can create, rename, and delete desks in the office. - Can update user settings to users belonging to the area (such as assigning a dedicated desk belonging to the area, updating a must-have or a nice-to-have, updating the priority of the area for a user belonging to the area). - Can manage one or many areas - Connect Power BI or Excel to the database. - Access to the "reservations" tab in the Waldo portal. |
| License administrator | - Can assign or remove licenses to/from any user. - Can manage one or multiple subscriptions. - Connect Power BI or Excel to the database. |
| Parking owner | - Can reserve parking spots for any user. - Can create, rename, and delete parking spot. - Can assign parking to users. - Access to the "reservations" tab in the Waldo portal (parking only). |
| Report Administrator | - Connect Power BI or Excel to the database. |
2 - Set a role
- Go to the management portal: https://admin.hellowaldo.app
- Authenticate using your Microsoft 365 account.
- Navigate to the users page. From the list of users, click the profile of the user you want to assign the role to.
- Scroll down and click on Add admin role...
3 - Access
Once you have granted permissions to a specific user, this user can now connect to the Waldo management portal. Depending on his/her permissions, some features or access will be granted or not.