Managing users in Workstream is a crucial aspect of maintaining an organized and secure workflow. As a Super Admin, you have the authority to add and manage users to ensure that each team member has appropriate permissions.
By effectively managing these aspects, you ensure that your team operates smoothly and securely within the Workstream platform.
Pop-up window when adding a new user. Located in Admin view > Users.
Add new users
In Admin View, go to Users, then select Add user.
Determine if the user needs a Workstream record.
Yes, create a record: Choose this option if the user is an employee who will receive tasks and manage personal information in Workstream
Select an existing record from the list of your active team members, or create a new team member record. Note that team members who are still in onboarding won't appear on this list.
Select Next.
No, just create a user: Select this option if the user is an admin, owner, or any other user not requiring a Workstream Record
Enter the user’s personal information such as name and contact details.
Select Next.
Select a role for this user, then select Next.
Note: Can’t see the role you want to assign? Here’s how to add a custom role.
Select the locations and departments they’ll have access to, then select Next. You can also grant access to all locations and departments.
Select the areas in Workstream they’ll have access to based on their role. Then select Next.
(For Payroll) Select the functions in Payroll they’ll have access to based on their role. Then select Next.
Review the user's information, then select Save.
Edit and manage existing users
Here's how to edit, disable, or reset a user's password.
Switch to admin view, then go to Users.
Select the three-dot menu next to the user you want to manage.
Here you can:
Edit user: Update their details such as personal information, role, access to locations and departments, and permissions
Reset password: Send an email to the user with instructions on how to reset their password
Disable: Remove their access to Workstream. This will also re-assign their interviews to the available interviewer assigned to the same location
❔What if I want to disable multiple users?
To disable multiple users, select the checkbox next to the users you want to deactivate. Then select Disable users.
Activate users
Here’s how to restore a user’s access to Workstream.
Switch to admin view, then go to Users.
From Active users ▼, select Disabled users.
Select the three-dot menu next to the user.
Select Restore, then confirm.