Managing your account

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

Derma Aldea avatar Elleine Velasquez avatar Dianne P. avatar +1
18 articles in this collection
Written by Derma Aldea, Elleine Velasquez, Dianne P. and 1 other
Users

Understanding Workstream user permissions

Workstream allows you to assign particular roles to your members or staff to perform different operations.
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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.
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Written by Dianne P.
Updated over a week ago

Adding a new user

Manage your new users and customize their roles
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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.
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Written by Dianne P.
Updated over a week ago

Setting up granular permissions

Customize each of your team members account permissions/access
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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.
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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.
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Written by Dianne P.
Updated over a week ago

Editing user information

What Super Admins need to know about editing user information.
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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.
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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.
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Written by Derma Aldea
Updated over a week ago

Disabling a user

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

Disabling users in bulk

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