Set up Comfy Roles and Permissions

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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