How it works
Comfy subscriptions come with a set of administrator roles that give admin users in the organization permissions to perform specific tasks within consoles. What functionality administrator roles can access depends on your organization’s user and access management configuration, which was set up during your implementation.
Customer roles can be granted access portfolio-wide, to multiple buildings, or to a single building. This choice should be based on what is appropriate for the user’s position and responsibilities.
Roles
As a best practice, your organization will have been set up to have two Global Admins who have permissions to manage the overall system and access. Good candidates for Global Admins are staff members who are familiar with organizational structure, locations, and processes used for other types of access management across enterprise systems.
Global Admins are responsible for content, user permissions, and settings at the enterprise level, across all the company’s locations. They have access to all permissions across all locations.
Setup
Users within your organization should be assigned roles based on what they will manage:
- Overall system and access (Global Admin)
- Whitelist User Groups and Access Groups, if role functionality is enabled (Global Admin and Super Client Admin)
- Homepage Cards content (Global Admin, Super Client Admin, Client Admin, and Content Manager)
- Bookable Zone capacity (Global Admin, Super Client Admin, and Client Admin)
Permissions matrix
* Indicates permissions that may vary depending on Customer Users and Access Management settings.
User and Access Administration |
Portfolio | Portfolio, or multiple buildings, or single building | |||||
| Tasks | Console | Global Admin | Super Client Admin | Client Admin | Content Manager | App User Admin | |
| Users & Roles Admin | View users | Basic | yes | yes | yes | yes | |
| Manage users* | yes | yes | yes | yes | |||
| Manually deactivate users* | yes | ||||||
| Assign roles* |
Can assign all roles across portfolio
|
Can assign Client Admin roles | Can assign Content Manager & App User Admin roles | Can assign App User Admin roles | |||
| User Groups Admin | Create Whitelist User Groups* | Basic | yes | yes | yes | ||
| Edit Whitelist User Groups* | Basic & Advanced | yes | yes | yes | |||
| Assign users to Whitelist User Groups* | Basic | yes | yes | yes | yes | ||
| Assign User Group to Access Groups* | Advanced | yes | yes | yes | |||
| Access Groups Admin | View Access Groups | Basic & Advanced | yes | yes | yes | yes | yes |
| Create and manage Access Groups* | Basic | yes | yes | yes | |||
| Assign User Groups to Access Groups* | Basic & Advanced | yes | yes | yes | |||
Object Management |
Portfolio | Portfolio, or multiple buildings, or single building | |||||
| Tasks | Console | Global Admin | Super Client Admin | Client Admin | Content Manager | App User Admin | |
| Building | Manage Building name, image, logo | Basic & Advanced | yes | yes | yes | ||
| View map catalog | Advanced | yes | yes | yes | |||
| Sort Floors | yes | yes | yes | ||||
| Floor | Manage Neighborhoods | Advanced | yes | yes | yes | ||
| Manage Room & Desk calendars, auto-release & occupancy settings* | yes | yes | yes | ||||
| Set Room Booking Lead Time & Maximum Duration | yes | yes | yes | ||||
| Manage Room, Desk & Amenity access, and other settings | yes | yes | yes | ||||
Homepage Cards Management |
Portfolio | Portfolio | Multiple buildings | Single building | |||||
| Tasks | Console | Global Admin | Super Client Admin | Client Admin | Content Manager | App User Admin | |
| Cards Content & Settings Admin | Create, manage Info Card content from templates | Basic | yes | yes | yes | yes | |
| Create saved card templates | yes | If Admin has Portfolio access | |||||
| Create cards from HTML template | yes | yes | yes | ||||
| Cards Access Admin | Manage card visibility, order & access | Basic | yes | yes | yes | ||
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