Managing your account

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

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18 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

Resetting passwords through Manage Users

Super Admins can reset a user’s password through the Company tab.

Written by Dianne P.
Updated over a week ago

Adding a new user

Manage your new users and customize their roles

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.

Written by Dianne P.
Updated over a week ago

Setting up granular permissions

Customize each of your team members account permissions/access

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.

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.

Written by Dianne P.
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

Adding/updating your 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 over a week ago

Disabling a user

Disable a user in few easy steps.

Written by Derma Aldea
Updated over a week ago

Disabling users in bulk

Disable multiple users at once

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.

Written by Derma Aldea
Updated over a week ago

Company information

Updating your company info

Update your company description and logo at anytime.

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

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 over a week ago