Applicable plans:
The free plan | The complete plan | On-demand plan |
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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 PowerBI or Excel to the database. - Access to the "reservations" tab in the Waldo portal. |
Entity owner | - Can create, rename, delete sub-entities (including buildings, areas, desks and parking). - Can create, rename, delete desks in the entity. - Can assign or remove office areas to/from any user. - Can assign roles for the sub-entities. - Connect PowerBI or Excel to the database. - Access to the "reservations" tab in the Waldo portal. |
Building owner | - Can rename a building. - Can create, rename, delete areas in the building. - Can create, rename, delete desks in the building. - Can assign or remove office areas to/from any user - Can assign area owners - Connect PowerBI or Excel to the database. - Access to the "reservations" tab in the Waldo portal. |
Area owner | - Can rename an area. - Can create, rename, delete desks in the office. - Can assign or remove areas to/from any user. - Can manage one or many areas - Connect PowerBI 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 PowerBI or Excel to the database. |
Parking owner | - Can reserve parking spots for any user. - Can create, rename, delete parking spot. - Can assign parking to users. - Access to the "reservations" tab in the Waldo portal (parking only). |
Report administrator | - Connect PowerBI or Excel to the database. |
2 - Set a role
- Go to the management portal: https://admin.hellowaldo.app
- Authenticate using your Microsoft 365 account.
- Under users, click on the user you wish to set a specific role.
- Scroll down and click on Add admin role...