How to sign in to Comfy Consoles
Users granted an administrator role can sign in to the Basic Console and the Advanced Console to manage portfolios, buildings, floors, and users.
- All consoles use the same login page and credentials as the Comfy app; however, consoles must be accessed through a desktop browser.
- Once logged in, session information is synced to work across both consoles and the app. Console admins can click the Switch Apps button to easily navigate between the two console applications. Admin users with access to Insights also can access the application via the Switch Apps button.
- If the session is active, you will not need to log in again. Conversely, when you log out from one interface, you will be logged out from all.
- Users granted administrator access can sign in to a console to manage buildings or a portfolio. Customer admin access will need to have been granted by an administrator or Comfy point of contact.
Console functionality
Console | Functionality |
Basic |
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Advanced |
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Logging in to Comfy and switching interfaces
To log in to a console, you must first log in to Comfy.
- Open a desktop browser, and go to the URL instructed by your Comfy point of contact:
- North America hosted: my.comfyapp.com
- EU hosted: my.eu.comfyapp.com
- Siemens users: my.siemens.comfyapp.com
- Sign in with your work email, making sure to use the same email address the administrator granted access to.
- First-time users should follow all login prompts for their organization.
- First-time users should follow all login prompts for their organization.
- Click the Switch Apps button and select Basic Console or Advanced Console.
- For admin users granted permissions to consoles, the Switch App button appears on each of the Comfy interfaces: the app, Basic Console, Advanced Console, and Insights (when granted access).
- For admin users granted permissions to consoles, the Switch App button appears on each of the Comfy interfaces: the app, Basic Console, Advanced Console, and Insights (when granted access).
Going directly to Basic Console
If you want to bypass the Comfy app and Advanced Console, you can sign it directly in a browser.
- North America hosted: my.comfyapp.com
- EU hosted: my.eu.comfyapp.com
- Siemens users: my.siemens.comfyapp.com
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
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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 |
Basic Console - Update Building Information
Admin users can manage building-level settings on Building Level Config pages. All updates are live in the app as soon as you click Save Changes. If you need to change Portfolio settings, please contact support.
General Settings
- To get to the Basic Console Building Level Config page:
Sign in to Basic Console – Desktop > Configurations > Select Portfolio/Building > Update > General Settings
The Basic Console General Settings page includes building details you can update, including:
Update Building Information | Full name, Country, Address, Geographic Coordinates, Timezone, Working Hours |
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Update Corporate Logo and Working Days |
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Update Building Information
- Go to > Basic Console – Building Level Config > General Settings > Building Information
- Update Building Information, as needed.
Full name Name of building as it appears in the app, Insights and Console; 50 characters Country Allows grouping by country Street Address 150 characters City 50 characters State 100 characters Geographic Coordinates, Timezone Determines localized weather data Working Hours Shows hours in reporting data
- Click Save Changes.
Update Image
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Go to > Building Level Config > General Settings > Building Image
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Click Change Image. Upload and preview the building image you want to display on the Comfy home screen.
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Please be aware of the Upload Specifications.
- Image file name can only contain letters, numbers, underscores, hyphens, and periods
- Building should roughly fit in the center thread of the image vertically
- The image will be cropped accordingly for mobile and desktop experiences
- Image must be no smaller than 800x360px
- Image can be no larger than 5MB
- Must be a .JPEG format
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To remove the image, select Clear Image.
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Click Save Changes.
Update Corporate Logo and Working Days
- Go to > Building Level Config > General Settings > Customizations and Branding
- Make updates, as needed.
- Corporate Logo is displayed in the Comfy app and reports headers.
- Please be aware of the Upload Specifications.
- Transparent background image [.png]
- Provide a dark version of logo, which will be placed on a white background
- Should have little to no margins between the logo and image edge
- While maintaining the aspect ration, the image must either have a width of 270px or hight of 110px
- To remove the logo, click Clear Image.
- The Working Days field indicates the days when the building is open.
Advanced Console - Building Config
Admin users can manage building-level settings on the Building Config page in the Advanced Console. All updates are live in the app as soon as you click Save. If you need to change Portfolio settings, please contact support.
Users must be assigned an administrator Building Role for each building they need to manage.
If you cannot access a specific building you need to manage, please contact your organization’s Comfy Administrator.
Building Config
- To get to the Advanced Console Building Config page:
Sign in to Advanced Console – Desktop > Click gear icon > Search Building [select building] > Click go icon
The Advanced Console Building Config page includes building details you can update, including:
Edit Building Information |
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Upload a Building Image |
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Upload a Corporate Logo |
Updates apply to all locations within your Portfolio.
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Edit Building Information – Name
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Go to > Building Config > Building Information
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Update the Full Name of the building.
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Enter the building’s name; if it has no name, use an address
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Do not use commas
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50 characters max
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Click Save.
Update Building Image
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On the Building Config page, scroll to Building Image section.
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Upload and preview the building image you want to display on the Comfy home screen.
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Please be aware of the Upload Specifications.
- Image file name can only contain letters, numbers, underscores, hyphens, and periods
- Building should roughly fit in the center thread of the image vertically
- The image will be cropped accordingly for mobile and desktop experiences
- Image must be no smaller than 800x360px
- Image can be no larger than 5MB
- Must be a .JPEG format
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To remove the image, select the Clear checkbox.
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Click Save. All changes are live immediately.
Update Corporate Logo
Updates to the Corporate Logo are made on the Building Config page and apply only to the building you are updating. To make logo changes to other buildings, you will need to make them in each building individually.
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On the Building Config page, scroll to Corporate Logo section.
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Please be aware of the Upload Specifications.
- Transparent background image [.png]
- Provide a dark version of logo, which will be placed on a white background
- Should have little to no margins between the logo and image edge
- While maintaining the aspect ration, the image must either have a width of 270px or hight of 110px
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To remove the logo, select the Clear checkbox.
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Click Save. All changes are live immediately.
Advanced Console - Floor Config
The Floor Config page is accessed in the Advanced Console. On this page, you can manage settings on each floor for Amenities, Neighborhoods, Rooms, and Desks, including Check-in and Occupancy. The settings available to you depend on the features implemented at your organization.
Floor Config
- To get to the Advanced Console Floor Config page:
Sign in to Advanced Console – Desktop > Click gear icon > Search Building [select building] > Search Floor [select floor] > Click go icon - You can manage the following:
Temporarily Turn Off a Floor
If your organization needs to temporarily turn off bookings for a floor — perhaps for repairs or cleaning — you can easily do so using Bulk Edits. This action:
- prevents rooms on the floor from being visible in the app and in search
- does not affect any other room settings, such as Access Group, Booking, and Occupancy
- does not change or remove any existing bookings
When you are ready to make the rooms available for booking again, simply repeat steps 1–4, update Access to Yes, and click Save.
- In Advanced Console > Click gear icon
> Search Building [select building] > Search Floor [select floor] > Click go icon
- In Floor Config > Select Location Type: Rooms
- Select List view.
- Select All Rooms on the floor.
- You can also temporarily remove desks from booking access. To do so, select Location Type: Desks
- Click Edit selection. The Bulk Edit Selections pop-up displays.
- Select No for Visible in app and Show in search.
- Click Save Updates.
- The selected rooms are no longer visible in the app or in search and cannot be accessed to book.
- When you are ready to make the rooms available for booking again, simply repeat steps 1–4, update Access to Yes, and click Save.
Configure Workspace Reservations
ACCESS: Users with Global Admin, Super Client Admin, and Client Admin permissions can create and manage Workspace Reservations.
In the Basic Console, administrators can create Bookable Zones and set Capacity Threshold limits that can be viewed and reserved by employees using the App. Workspace Reservations functionality does not require any calendar integrations.
- A Zone represents either an area within a building or an entire building
- Zones have a defined limit on the number of people who can reserve a Workspace in that Zone per day
After the Comfy delivery team turns on Workspace Reservations for your building, follow the steps below to configure.
To configure Workspace Reservations, you will:
- Set up Bookable Zones with Capacity Thresholds
- Set up the Workspace Reservations Homepage Card
- You can also enable Visitor Reservations if you want to allow employees to make reservations for visitors.
Set up Bookable Zones with capacity thresholds
- In Basic Console - Desktop > Configurations > Building Configuration > Feature Settings > Capacity Management
- Go to Bookable Zone Capacity Configuration > Create Multiple Bookable Zones toggle:
- ON = Multiple zones within a building (floor, area, etc.)
- OFF = One zone for the entire building
- Go to Advance booking > Days in advance and enter the number of days in advance employees can reserve a Workspace in the building.
- Scroll to Create Bookable Zones and enter a Zone Name that helps users easily identify what type of space the Zone is, such as a physical characteristic, location, etc.
- Be sure to stay consistent with your naming conventions.
- Enterthe Floor number where the Zone is located.
- Enter the Zone Occupancy Threshold, which is the maximum number of people who can safely occupy the Zone.
- Determines how many employees can reserve a Workspace in that Zone per day
- Each Zone should have its own Occupancy Threshold.
- The building Occupancy Threshold is the sum of all the Zones in the building. This is true when there are multiple Zones or just one.
- Assign the Access group for the Zone.
- An access group must be added before the Zone is visible and bookable in the app.
- Each zone has its own access group settings.
- Each zone has a building-level or portfolio-wide access group. NOTE: Only your Comfy Support can create portfolio-wide access groups; please contact support for questions.
- To add additional Zones, click + Add sub-zone.
- Click Save zone configurations. The zone is immediately available in the App.
- If the zone does not appear, refresh the page to display.
Set up the Workspace Reservations Homepage Card
After you set up Zones for a building, you can turn on the Workspace Reservations Homepage Card. This card appears on the home screen, where employees and look at availability and schedule a reservation.
- In Basic Console > Go to Bookable Zone Capacity Configuration > Feature Settings.
- TURN ON the toggle. The card is immediately available in the App.
- If needed, you can modify the default text in the Title field (limit 30 characters) and Description field (limit 300 characters).
- Click Save.
Enable Visitor Reservations
Employees can make reservations for visitors coming to their building from the app.
- This feature is OFF by default. Bookable Zones with Capacity Thresholds must already be set up for the building to turn this ON.
- Up to 10 visitor reservations are allowed per user, per Zone, per day. Only one self-reservation per building is allowed per day.
- Visitors typically are not app users. If a reservation is made for a visitor who is also an app user, the reservation is tied to the organizer’s account, not the user’s.
- In Basic Console > Go to Bookable Zone Capacity Configuration > Allow reservations for visitors and colleagues toggle.
- TURN ON the toggle. The change is saved automatically.
Edit Rooms
You can edit one room at a time or make bulk edits.
- Room names and descriptions are searchable in the app, so it is best to provide as much contextual information as possible: room name, room description, capacity (optional), and an image (optional).
- You can edit room names and descriptions at any time.
- Map view – Make edits to one room at a time. All attributes are editable.
- List view – Bulk edits to multiple rooms at once.
Map view
The Map view allows you to edit rooms one at a time. NOTE: Different edit options may be available in your Console view, depending on which features your Organization has enabled.
- In the Advanced Console > Select Building > Select Floor > arrow icon
> Location Type: Rooms > Map view icon
- Click on the Room you want to edit.
- Make updates, as needed.
Name and Description Text displays in the Comfy app and is searchable.
Example description: Video conferencing; whiteboard; meetingRoom Capacity The number of people the room can comfortably hold. Users of the Comfy app can search for rooms by capacity. Location Deeplink Auto-generated and cannot be changed. Learn how to use Location Deeplinks. Access Group Indicates which Access Group can view this room; all rooms must be assigned an Access Group. If you want this room to be available only to a specific group of users, you can assign it to that group. Neighborhood (if enabled) You can add a neighborhood tag to the room. Learn more about Using Neighborhoods. Visibility If you need to take the room offline or restrict access, you can uncheck Visible and Show in Search checkboxes. - Visible – Check the box to display the room on the Map and List views.
- Show in search – Check the box to ensure the room can be found in Search.
Room booking time Set the time window when users can book a room and for how long. Time is configured in minutes and based on the building’s working hours. - Lead time – Enter the number of minutes a user can book a room before the booking. For example, a lead time of 1440 minutes (24 hrs) allows users to book a room only for the current day.To allow users to book after working hours for the next day, set the lead time to 2880 minutes (48 hrs) or more.
- Max duration time – Enter the maximum amount of time, in minutes, that a user can reserve the room in a single booking. For example, if working hours are 8am–6pm, 600 minutes (10 hrs) allows a user to book a room for an entire working day; 1200 minutes (20 hours) allows the user to book it for two working days, and so on.
Image Upload and preview a room image you want to display on the Comfy home screen. The image helps users evaluate their choices. - Please be aware of the required image size and JPEG format, as indicated in the section.
- To remove the image, select the Clear checkbox.
Enable booking calendar
(if enabled at your organization)Select Internal to make the room available for reservations in the Comfy calendar.
Enable Occupancy Settings
(if enabled at your organization)Must have a sensor integration configured to use this feature. - Occupancy data enabled in app – Check the box to make the location sensor information visible in the app, so users can know if the room is occupied in real time.
- Auto release – Check the box to cancel a reservation if the location sensor does not detect an occupant during the booked time period.
- Click Save. Updates may take several minutes to save.
List view
The List view allows you to make edits to multiple amenities at once.
- In the Advanced Console > Select Building > Select Floor > arrow icon
> Location Type: Rooms > List view icon. The default list displays all rooms assigned to the floor.
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Select filters, if needed. NOTE: Different filter options may be available in your Console view, depending on which features your Organization has enabled.
Access Group Filter by Access Group, the group that can view the rooms.
Neighborhood
(if enabled)Filter by Neighborhood tag.
Visibility Filter includes rooms with visibility in app. Booking Enabled
(if enabled in your organization)Filter includes rooms available for reservations in the Comfy internal calendar.
- Check-in currently is not available for Rooms. Please do not change Booking Confirmation settings.
Occupancy Enabled
(if enabled in your organization)Filter includes rooms with location sensors for Occupancy data enabled in app and Auto release. - Select which rooms you want to bulk edit. Select the top checkbox for all desks or select those for individual desks.
- Click Edit. The Bulk Edit Selections pop-up displays.
- Select the new settings that will override the previous settings for all rooms selected.
Don’t Update Keeps the existing setting for the feature.
Yes Enables the feature setting. No Disables the feature setting. Access If you need to take rooms offline or restrict access, you can uncheck Visible and Show in Search checkboxes. - Visible in app – Yes displays rooms on the Map and List views.
- Show in search – Yes ensures rooms can be found in Search.
- Access Group – Select which Access Group can view rooms; all rooms must be assigned an Access Group. If you want rooms to be available only to a specific group of users, you can assign them to that group.
- Neighborhood (if enabled) – You can add a neighborhood tag to rooms. Learn more about Using Neighborhoods.
Enable booking calendar
(if enabled at your organization)Select Internal to make the room available for reservations in the Comfy calendar.
- Check-in currently is not available for Rooms. Please do not change Booking Confirmation settings.
Enable Occupancy Settings
(if enabled at your organization)Must have a sensor integration configured to use this feature. - Occupancy data enabled in app – Check the box to make the location sensor information visible in the app, so users can know if the room is occupied in real time.
- Auto release – Check the box to cancel a reservation if the location sensor does not detect an occupant during the booked time period.
- Click Save Updates. Updates take several minutes to save.
- When the Desks saved message displays, it is safe to navigate away or close your browser.
Edit Desks
You can edit one desk at a time or make bulk edits.
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Map view – Make edits to one desk at a time. All attributes are editable.
- List view – Bulk edits to multiple desks at once.
Map view
The Map view allows you to edit desks one at a time. NOTE: Different edit options may be available in your Console view, depending on which features your Organization has enabled.
- In the Advanced Console > Select Building > Select Floor > arrow icon
> Location Type: Desks > Map view icon
- Click on the Desk you want to edit.
Name and Description Text displays in the Comfy app and is searchable.
Example description: Adjustable Standing, 24" MonitorLocation Deeplink Auto-generated and cannot be changed. Learn how to use Location Deeplinks. Access Group Indicates which Access Group can view this desk; all desks must be assigned an Access Group. If you want this desk to be available only to a specific group of users, you can assign it to that group. Neighborhood
(if enabled)You can add a neighborhood tag to the amenity. Learn more about Using Neighborhoods. Visibility If you need to take the desk offline or restrict access, you can uncheck Visible and Show in Search checkboxes. - Visible – Check the box to display the desk on Map and List views.
- Show in search – Check the box to ensure the desk can be found in Search.
Booking enabled
(if Booking is enabled in your organization)Check the box to make the desk available for reservations.
Booking Confirmation
(if Booking is enabled)Must have Booking enabled to use this feature. - Ask users to Check in – Check the box to request users who reserve the desk to check in before their booked time. If a user reserving the desk has enabled push notifications, they will receive a notification to check-in at the beginning of the reservation window.
- Auto cancel if not Checked in – Check the box to cancel a reservation if the user does not check in within the time established in global Check-in settings.
Occupancy
(if enabled)Must have a sensor integration configured to use this feature. - Occupancy data enabled in app – Check the box to make the location sensor information visible in the app, allowing users to know if the desk is occupied in real time.
- Auto release – Check the box to cancel a reservation if the location sensor does not detect an occupant during the booked time period.Make updates, as needed. Different edit options may be available in your Console view, depending on which features your Organization has enabled.Click on the Desk you want to edit.
- Click Save.
List view
The List view allows you to make edits to multiple desks at once.
- In the Advanced Console > Select Building > Select Floor > arrow icon
> Location Type: Desks > List view icon. The default list displays all desks assigned to the floor.
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Select filters, if needed. NOTE: Different filter options may be available in your Console view, depending on which features your Organization has enabled.
Access Group Filter by Access Group, the group that can view the desks.
Neighborhood
(if enabled)Filter by Neighborhood tag.
Visibility Filter includes desks with visibility in app.
Booking Enabled Filter includes desks that can be reserved.
If Check-in has been enabled by your Organization, includes Ask users to Check-in and Auto cancelfeatures.Occupancy Enabled
(if enabled at your organization)Filter includes desks with location sensors for Occupancy data enabled in app and Auto release. Must have a sensor integration configured to use this feature. - Select which desks you want to bulk edit. Select the top checkbox for all desks or select those for individual desks.
- Click Edit. The Bulk Edit Selections pop-up displays.
- Select the new settings that will override the previous settings for all desks selected.
Don't update Keeps the existing setting for the feature.
Yes Enables the feature setting.
No Disables the feature setting.
Booking Must be enabled to use the Check-in and Occupancy features.
- Click Save Updates. Updates take several minutes to save.
When the Desks Savedmessage displays, it is safe to navigate away or close your browser.
Using Location Deeplinks and QR Codes
Location Deeplinks
After an asset (amenity, room, desk) has been configured, the deeplink will be available. Deeplinks allow you to create a URL that will link directly to a specific location, so employees can find it faster.
- Triple-click on the deeplink to select and copy it.
- Then paste it to the end of the Comfy app URL: https://my.comfyapp.com
Example: https://my.comfy.com/app/maps/floor/fcP0FtCNdRK/~2650_1054 - Make sure to test the link before sharing it with anyone. You can also use the link to create QR Codes.
QR Codes
- To use the deeplink to create QR codes, simply use an online QR generator (there are lots of free options online) and enter the complete deeplink URL.
- Use your phone to test the QR code and make sure it opens to the right location.
- Save the QR code image.
- You can share the QR code image as needed or print and post it on your location campus.
- Employees can use the QR scanner in the header of the Comfy app (if enabled), or they can use their phone’s native QR scanner. In both cases, the link should open to the location on the Comfy map.
Example