Managing your account

Manage everything from your users, your company information, your subscription and billing, and more.

+1

17 articles in this collection
Written by Derma Aldea, Elleine Velasquez, Dianne P. and 1 other

My account

Changing your password

Change your password as often as you like.

Written by Derma Aldea
Updated over a week ago

The GM signup wizard

A quick guide to set up key pieces to get your GM's Workstream account up and running in no time.

Written by Elleine Velasquez
Updated over a week ago

Users

Understanding Workstream user permissions

Workstream allows you to assign particular roles to your members or staff to perform different operations.

Written by Derma Aldea
Updated over a week ago

Adding a new user

Manage your new users and customize their roles

Written by Elleine Velasquez
Updated this week

Setting user access to specific locations and/or departments

Allow or restrict access to users based on location and/or department.

Written by Dianne P.
Updated this week

Setting up granular permissions

Customize each of your team members account permissions/access

Written by Elleine Velasquez
Updated this week

Editing roles and permissions

Update permissions for all users all at the same time instead of individually.

Written by Dianne P.
Updated this week

Adding a custom role/user type

Customize a role that fits the need of your company.

Written by Dianne P.
Updated this week

Editing user information

What Super Admins need to know about editing user information.

Written by Dianne P.
Updated this week

Adding/editing/deleting a user's phone number

Steps to follow when users wish to add, edit or delete their phone numbers.

Written by Dianne P.
Updated over a week ago

Viewing your staff's last login

Keep track of your staff's log in and know who doesn't log in at all.

Written by Derma Aldea
Updated this week

Disabling a user

Disable a user in few easy steps.

Written by Derma Aldea
Updated this week

Disabling users in bulk

Disable multiple users at once

Written by Derma Aldea
Updated this week

Restoring a disabled user

Workstream allows you to restore anytime any user who has been previously disabled.

Written by Derma Aldea
Updated this week

Company information

Updating your company info

Update your company description and logo at anytime.

Written by Elleine Velasquez
Updated this week

Workstream APIs

Ready to access your workstream data using APIs? This article describes steps to gain access to APIs and manage tokens

Written by Bo Li
Updated over a week ago

Setting up your company careers page

Add your own careers page banner and FAQ through Workstream and draw more attention from applicants

Written by Elleine Velasquez
Updated this week