Managing your account

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

15 articles in this collection
Written by Derma Aldea, Elleine Velasquez, and Dianne P.

My account

Changing your password

Change your password as often as you like.

Written by Derma Aldea
Updated over a week ago

Users

Using the new Add a User feature

Manage your new users and customize their roles

Written by Elleine Velasquez
Updated over a week ago

Editing user information

What Super Admins need to know about editing user information.

Written by Dianne P.
Updated over a week ago

Restoring a disabled user

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

Written by Derma Aldea
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.

Written by Dianne P.
Updated over a week ago

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

Disabling users in bulk

Disable multiple users at once

Written by Derma Aldea
Updated over a week ago

Adding a user

Add new users and assign their necessary roles and permissions.

Written by Derma Aldea
Updated over a week ago

Disabling a user

Disable a user in few easy steps.

Written by Derma Aldea
Updated over a week ago

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

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 over a week ago

Company information

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 over a week ago

Updating your company info

Update your company description and logo at anytime.

Written by Elleine Velasquez
Updated over a week ago

Subscriptions and billing

Viewing monthly subscription

Information about when and how you will receive your invoice.

Written by Dianne P.
Updated over a week ago

Updating your billing information

Workstream allows you to update your billing information easily at any time.

Written by Elleine Velasquez
Updated over a week ago