Main Settings
FAQ-ID：1064
Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.
There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.
Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.（Know more!）
Now let have a closer look at each of the 3 roles in WorkDo!
1 │ Member
- Employees │
- Join, leave workplaces, groups: Join workplaces, create groups, join public groups, leave groups, add buddies, join WorkDo network and use private space.
- Feature shortcuts: View all posts on the wall, personal dashboard.
- Use collaboration tools: Post announcements, create events, track task progresses, share files, vote, chat and use group calls.
- Activate advanced tools: Eform application, track eform progresses.
- Account and notification settings: Change notification setting, use federated login, subscribe to an external calendar, set user DO-ID and change user password.
- Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.
2 │ Admin
An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…
- Deleting or editing posts.
- Deleting comments.
- Managing members, including inviting, approving, removing members from workplaces and groups, whether to allow members to invite other people , block members, as well as employee termination settings.
- Level Management
- Workplace Settings – Maintain company information, admin management, set wall post permission, set special notifications, manage employee profile information, group creation permission, payment information(send payment, set billing information and credit card information), set company email domain, insert APIs (available in the web version), etc. It is recommended to have your HR staff and/or IT staff to take on the admin roles.
- Group Settings – Add admins set group privacy, invite members, remove members and set notifications.
- Buddy Settings – Set buddy information (for personal reference only).
- Activate or deactivate advanced tools and set tool roles
3 │ Owner
The owner of the workplace or group, the owner has the higheat authorization. The owner can also…
Who is the owner or admin?
- On the workplace page.
- Select a workplace, group or buddy level.
- Workplace – Click the workplace settings (Click the gear icon for the web version).
- Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
- Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
- Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.
Reminders
- The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
- Since the buddy level only has two members, both parties are admins.
Relevant Questions
WorkDo web general navigation.
WorkDo app general navigation.
How to add admins to the workplaces or groups I own?
How to transfer my workplace/group ownership to others?
How to activate / deactivate a tool?
What is a tool box?
What are the differences between tool admins and workplace admins?
FAQ-ID：1066
You can transfer the ownership to others if you are the workplace or group owner.
(Topic of interest – How to add admins to the workplaces or groups I own?)
Transfer ownership to another admin
Instructions：
- Select the workplace or group for change of ownership.
- Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
- Group │ From the workplace page tap on the groups tab, then swipe right and click on the gear icon.
- Click Advanced.
- Click on Change Owner and select a member from the list.
- App │ Click Change and confirm the action.
- Web │ Click Change and confirm the action.
Reminder
- The ownership concept is not applicable on the buddy level.
- The workplace owner must transfer the ownership first before leaving the workplace.
Workplace
FAQ-ID：1064
Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.
There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.
Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.（Know more!）
Now let have a closer look at each of the 3 roles in WorkDo!
1 │ Member
- Employees │
- Join, leave workplaces, groups: Join workplaces, create groups, join public groups, leave groups, add buddies, join WorkDo network and use private space.
- Feature shortcuts: View all posts on the wall, personal dashboard.
- Use collaboration tools: Post announcements, create events, track task progresses, share files, vote, chat and use group calls.
- Activate advanced tools: Eform application, track eform progresses.
- Account and notification settings: Change notification setting, use federated login, subscribe to an external calendar, set user DO-ID and change user password.
- Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.
2 │ Admin
An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…
- Deleting or editing posts.
- Deleting comments.
- Managing members, including inviting, approving, removing members from workplaces and groups, whether to allow members to invite other people , block members, as well as employee termination settings.
- Level Management
- Workplace Settings – Maintain company information, admin management, set wall post permission, set special notifications, manage employee profile information, group creation permission, payment information(send payment, set billing information and credit card information), set company email domain, insert APIs (available in the web version), etc. It is recommended to have your HR staff and/or IT staff to take on the admin roles.
- Group Settings – Add admins set group privacy, invite members, remove members and set notifications.
- Buddy Settings – Set buddy information (for personal reference only).
- Activate or deactivate advanced tools and set tool roles
3 │ Owner
The owner of the workplace or group, the owner has the higheat authorization. The owner can also…
Who is the owner or admin?
- On the workplace page.
- Select a workplace, group or buddy level.
- Workplace – Click the workplace settings (Click the gear icon for the web version).
- Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
- Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
- Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.
Reminders
- The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
- Since the buddy level only has two members, both parties are admins.
Relevant Questions
WorkDo web general navigation.
WorkDo app general navigation.
How to add admins to the workplaces or groups I own?
How to transfer my workplace/group ownership to others?
How to activate / deactivate a tool?
What is a tool box?
What are the differences between tool admins and workplace admins?
FAQ-ID：1116
The biggest difference between a level admin and a tool admin is that one has control over the entire level’s settings and the other only has control over the settings and data of a particular tool. Let’s put it this way…
- Scenario 1 │ Mike is the IT Technician who is responsible for maintaining the overall settings of the workplace in WorkDo, but he should have access to employees’ profiles. What’s his role?
- Scenario 2 │ Richard is the head of the company and is the workplace admin in WorkDo, so how come he can’t view the employee profiles and their leave records?
The two scenarios represent a common misconception of authority and access control. Which is why WorkDo intend to separate the administrators and managers to satisfy different types of data management.
│ Admin Permissions（WorkDo Quick Start Settings） │
1 │ Level Admins
Much like a real company is run by executives, managers and employees, WorkDo reflect these roles as members, admins and owners. （Click to learn more）
2 │ Tool Admins
Of course, there is a lot to running a company, different departments are in charge of different data and files. For example, the HR, Accounting and Marketing departments don’t exchange information. And it is with this mindset, WorkDo also designed different roles for different tools, and each role is only privy to what is allowed for that role. （Click to learn more）
Scenario Sulutions
- Scenario 1 │ Set Mike as the workplace admin to maintain the workplace settings, but for tools like HR, Attendance, Leave and Payroll, set the appropreiate personnel as the managers instead.
- Scenario 2 │ Richard, the head of the company should also be set as the tool admin to gain access to detailed information.
Reminder
- Only the advanced tools have different tool roles for access control, and these tools are only for paid plan. Upon creating your first workplace, users have a 30-day trial period to try out all the tools and features of WorkDo. It is high recommended that all users take the opportunity and get an in-depth experience of WorkDo!
FAQ-ID：1066
You can transfer the ownership to others if you are the workplace or group owner.
(Topic of interest – How to add admins to the workplaces or groups I own?)
Transfer ownership to another admin
Instructions：
- Select the workplace or group for change of ownership.
- Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
- Group │ From the workplace page tap on the groups tab, then swipe right and click on the gear icon.
- Click Advanced.
- Click on Change Owner and select a member from the list.
- App │ Click Change and confirm the action.
- Web │ Click Change and confirm the action.
Reminder
- The ownership concept is not applicable on the buddy level.
- The workplace owner must transfer the ownership first before leaving the workplace.
Groups
FAQ-ID：1064
Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.
There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.
Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.（Know more!）
Now let have a closer look at each of the 3 roles in WorkDo!
1 │ Member
- Employees │
- Join, leave workplaces, groups: Join workplaces, create groups, join public groups, leave groups, add buddies, join WorkDo network and use private space.
- Feature shortcuts: View all posts on the wall, personal dashboard.
- Use collaboration tools: Post announcements, create events, track task progresses, share files, vote, chat and use group calls.
- Activate advanced tools: Eform application, track eform progresses.
- Account and notification settings: Change notification setting, use federated login, subscribe to an external calendar, set user DO-ID and change user password.
- Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.
2 │ Admin
An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…
- Deleting or editing posts.
- Deleting comments.
- Managing members, including inviting, approving, removing members from workplaces and groups, whether to allow members to invite other people , block members, as well as employee termination settings.
- Level Management
- Workplace Settings – Maintain company information, admin management, set wall post permission, set special notifications, manage employee profile information, group creation permission, payment information(send payment, set billing information and credit card information), set company email domain, insert APIs (available in the web version), etc. It is recommended to have your HR staff and/or IT staff to take on the admin roles.
- Group Settings – Add admins set group privacy, invite members, remove members and set notifications.
- Buddy Settings – Set buddy information (for personal reference only).
- Activate or deactivate advanced tools and set tool roles
3 │ Owner
The owner of the workplace or group, the owner has the higheat authorization. The owner can also…
Who is the owner or admin?
- On the workplace page.
- Select a workplace, group or buddy level.
- Workplace – Click the workplace settings (Click the gear icon for the web version).
- Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
- Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
- Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.
Reminders
- The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
- Since the buddy level only has two members, both parties are admins.
Relevant Questions
WorkDo web general navigation.
WorkDo app general navigation.
How to add admins to the workplaces or groups I own?
How to transfer my workplace/group ownership to others?
How to activate / deactivate a tool?
What is a tool box?
What are the differences between tool admins and workplace admins?
FAQ-ID：1116
The biggest difference between a level admin and a tool admin is that one has control over the entire level’s settings and the other only has control over the settings and data of a particular tool. Let’s put it this way…
- Scenario 1 │ Mike is the IT Technician who is responsible for maintaining the overall settings of the workplace in WorkDo, but he should have access to employees’ profiles. What’s his role?
- Scenario 2 │ Richard is the head of the company and is the workplace admin in WorkDo, so how come he can’t view the employee profiles and their leave records?
The two scenarios represent a common misconception of authority and access control. Which is why WorkDo intend to separate the administrators and managers to satisfy different types of data management.
│ Admin Permissions（WorkDo Quick Start Settings） │
1 │ Level Admins
Much like a real company is run by executives, managers and employees, WorkDo reflect these roles as members, admins and owners. （Click to learn more）
2 │ Tool Admins
Of course, there is a lot to running a company, different departments are in charge of different data and files. For example, the HR, Accounting and Marketing departments don’t exchange information. And it is with this mindset, WorkDo also designed different roles for different tools, and each role is only privy to what is allowed for that role. （Click to learn more）
Scenario Sulutions
- Scenario 1 │ Set Mike as the workplace admin to maintain the workplace settings, but for tools like HR, Attendance, Leave and Payroll, set the appropreiate personnel as the managers instead.
- Scenario 2 │ Richard, the head of the company should also be set as the tool admin to gain access to detailed information.
Reminder
- Only the advanced tools have different tool roles for access control, and these tools are only for paid plan. Upon creating your first workplace, users have a 30-day trial period to try out all the tools and features of WorkDo. It is high recommended that all users take the opportunity and get an in-depth experience of WorkDo!
FAQ-ID：1066
You can transfer the ownership to others if you are the workplace or group owner.
(Topic of interest – How to add admins to the workplaces or groups I own?)
Transfer ownership to another admin
Instructions：
- Select the workplace or group for change of ownership.
- Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
- Group │ From the workplace page tap on the groups tab, then swipe right and click on the gear icon.
- Click Advanced.
- Click on Change Owner and select a member from the list.
- App │ Click Change and confirm the action.
- Web │ Click Change and confirm the action.
Reminder
- The ownership concept is not applicable on the buddy level.
- The workplace owner must transfer the ownership first before leaving the workplace.
Tool Box
FAQ-ID：1116
The biggest difference between a level admin and a tool admin is that one has control over the entire level’s settings and the other only has control over the settings and data of a particular tool. Let’s put it this way…
- Scenario 1 │ Mike is the IT Technician who is responsible for maintaining the overall settings of the workplace in WorkDo, but he should have access to employees’ profiles. What’s his role?
- Scenario 2 │ Richard is the head of the company and is the workplace admin in WorkDo, so how come he can’t view the employee profiles and their leave records?
The two scenarios represent a common misconception of authority and access control. Which is why WorkDo intend to separate the administrators and managers to satisfy different types of data management.
│ Admin Permissions（WorkDo Quick Start Settings） │
1 │ Level Admins
Much like a real company is run by executives, managers and employees, WorkDo reflect these roles as members, admins and owners. （Click to learn more）
2 │ Tool Admins
Of course, there is a lot to running a company, different departments are in charge of different data and files. For example, the HR, Accounting and Marketing departments don’t exchange information. And it is with this mindset, WorkDo also designed different roles for different tools, and each role is only privy to what is allowed for that role. （Click to learn more）
Scenario Sulutions
- Scenario 1 │ Set Mike as the workplace admin to maintain the workplace settings, but for tools like HR, Attendance, Leave and Payroll, set the appropreiate personnel as the managers instead.
- Scenario 2 │ Richard, the head of the company should also be set as the tool admin to gain access to detailed information.
Reminder
- Only the advanced tools have different tool roles for access control, and these tools are only for paid plan. Upon creating your first workplace, users have a 30-day trial period to try out all the tools and features of WorkDo. It is high recommended that all users take the opportunity and get an in-depth experience of WorkDo!
FAQ-ID：1117
Upon first glance, the all-in-one WorkDo and its plentiful tools may look daunting to new users, however, if you look at the tool info and tool role descriptions, you can quickly get a clear idea of what each tool can do and how your team can focus its collaborative effort.
Tool Info & Tool Roles
Method 1 │ Enter the Tool Box and select an advanced tool
- Click the “i” icon to view your own tool role of this tool.
- Scroll down to view all the tool roles. Click on each tool role to view functions that are tied to each role.
Method 2 │ From workplace, group or buddy level
- Enter the workplace, group, buddy level settings.
- Click Manage Tools option followed by advanced tool tab.
- Select a tool to view it’s tool info.
- Scroll down to view all the tool roles. Click on each tool role to view functions that are tied to each role.
Reminders
- The advanced tools are available to premium users and new users who are on their trial period. The new users will have 30 days to try out all the tools, after the trial period expires, they will be switched to the Free plan and will no longer be able to use any advanced tools.
- Like to give the advanced tools a try? Well, if you are a level admin, you could use the advanced tools by enabling them; if you are not a level admin, you could send a request to the level admin to enable the advanced tools for use.