Applicable plans:
| The free plan | The complete plan | On-demand plan |
|---|---|---|
 |  |  |
If you don't want to give total control to the administrator(s), you can delegate certain administrative permissions to specific users. |
1 - Principles
| Role | Permissions |
|---|---|
| Organization administrator | - Full access to the Waldo portal - Connect PowerBI or Excel to the database. |
| Office owner | - Can rename an office - Can create, rename, delete areas in the office - Can create, rename, delete desks in the office - Can assign or remove office areas to/from any user - Can assign area owners - Can manage one or several offices - Connect PowerBI or Excel to the database. |
| Area owner | - Can rename an area - Can create, rename, delete desks in the office - Can assign or remove office areas to/from any user - Can manage one or many areas - Connect PowerBI or Excel to the database. |
| License administrator | - Can assign or remove licenses to/from any user - Can manage one or multiple subscriptions - Connect PowerBI or Excel to the database. |
| Report administrator | - Connect PowerBI or Excel to the database. |
2 - Set an organization administrator
- Go to the management portal: https://app.hellowaldo.app..
- Authenticate using your Microsoft 365 account.
- Under users and then users again click on the user you wish to set as organization administrator.
- Scroll down and add the role.
2 - Set an office owner
- Go to the management portal: https://app.hellowaldo.app..
- Authenticate using your Microsoft 365 account.
- Under Resources and then Offices, click on the office you wish to assign an office owner to.
- Set the office owner.
3 - Set an area owner
- Go to the management portal: https://app.hellowaldo.app..
- Authenticate using your Microsoft 365 account.
- Under Resources and then Areas, click on the office you wish to assign an area owner to.
- Set the area owner.
4 - Set a license administrator
- Go to the management portal: https://app.hellowaldo.app..
- Authenticate using your Microsoft 365 account.
- Under Users and then Users again, click on the user you wish to serve as license administrator.
- Under Administrator roles, select License administrator.
- Under License administrator, select the subscription you'd like to manage.
