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Managing your account

Managing your account

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

Elleine Velasquez avatarBDerma Aldea avatar+1
18 articles in this collection
Written by Elleine Velasquez, Bo Li, Derma Aldea and 1 other
My account

Changing your password

Change your password as often as you like.
Derma Aldea avatar
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.
Elleine Velasquez avatar
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.
Derma Aldea avatar
Written by Derma Aldea
Updated over a week ago

Resetting passwords through Manage Users

Super Admins can reset a user’s password through the Company tab.
Dianne P. avatar
Written by Dianne P.
Updated over a week ago

Adding a new user

Manage your new users and customize their roles
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

Setting user access to specific locations and/or departments

Allow or restrict access to users based on location and/or department.
Dianne P. avatar
Written by Dianne P.
Updated over a week ago

Setting up granular permissions

Customize each of your team members account permissions/access
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

Editing roles and permissions

Update permissions for all users all at the same time instead of individually.
Dianne P. avatar
Written by Dianne P.
Updated over a week ago

Adding a custom role/user type

Customize a role that fits the need of your company.
Dianne P. avatar
Written by Dianne P.
Updated over a week ago

Editing user information

What Super Admins need to know about editing user information.
Dianne P. avatar
Written by Dianne P.
Updated over a week ago

Adding/updating your phone number

Steps to follow when users wish to add, edit or delete their phone numbers.
Dianne P. avatar
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.
Derma Aldea avatar
Written by Derma Aldea
Updated over a week ago

Disabling a user

Disable a user in few easy steps.
Derma Aldea avatar
Written by Derma Aldea
Updated over a week ago

Disabling users in bulk

Disable multiple users at once
Derma Aldea avatar
Written by Derma Aldea
Updated over a week ago

Restoring a disabled user

Workstream allows you to restore anytime any user who has been previously disabled.
Derma Aldea avatar
Written by Derma Aldea
Updated over a week ago
Company information

Updating your company info

Update your company description and logo at anytime.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

Workstream APIs

Ready to access your workstream data using APIs? This article describes steps to gain access to APIs and manage tokens
B
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
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago