Applicable plans:


The free planThe complete planOn-demand plan

You can delegate the administration to specific users. Delegation is based on the hierarchy of your Waldo configuration.



1 - Permissions


RolePermissions
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 update users settings to users belonging to the entity.
- 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 update users settings to users belonging to the entity.
- 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 update users 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 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


  1. Go to the management portal: https://admin.hellowaldo.app

  2. Authenticate using your Microsoft 365 account.


  3. Under users, click on the user you wish to set a specific role.

  4. 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.