FAQ
Accounts, notifications and more answers to the most frequently asked questions!
Tool Box
FAQ-ID：1112
Can’t find the tools you are looking for? Are there tools that your team doesn’t need? Want a cleaner UI?
Tools like Attendance, HR, and Approvals that help improve your workflow and operations are what we categorize as advanced tools, and you can choose to activate and deactivate these tools if you so desire. This is solely dependent on whether your team needs them for its daily routine or not.
Some of the advanced tools are automatically enabled upon workplace creation, but you can deactivate the tools that you don’t need and activate those you need.
Tool Activation / Deactivation
Plan：FreePaid plans
Interface：AppWeb
Steps
- Select the level (workplace, group, buddy) of the tools you wish to activate or deactivate.
- Workplace – Click the name of the workplace for the workplace settings (Click the gear icon for the web version).
- Group – Click the Groups tab on the workplace page then swipe right for Settings.
- Buddy – Click the Buddies tab on the workplace page then swipe right for Settings.
- Click Tool Box
- Select the tool
- Activate or deactivate
- Activate – Click Activate to enable the tool.
- Deactivate – Click Manage then tap the switch to deactivate the tool.
Reminders
- The advanced tools are available to the customers of the paid plans. However, all users have a 30-day trial period to try out all the advanced tools and features. After 30 days, all users will be switch to the Free Plan, at which point you will not be able to access the advanced tools unless you subscribe to one of the paid plans.
- Only the admins of their respective levels (workplace, group, buddy) are able to activate and deactivate advanced tools.
FAQ-ID：1114
Here’s a few possibilities if there are tools that are not available for use.
- Unable to use Notes, Tasks, Events or other basic tools.
This is due to the option Who Can Post is set to owner and admins in the the Workplace Privacy. - Unable to use Attendance, Leave Pro, CRM or other advanced tools.
Only the workplace admins and group admins have the authority to decide what advanced tools to make available to team members. If you are unable to use any of the advanced tools, please check whether the tools have been activated or your permission to use the tools, aka, your tool roles.
Check Your Tool Roles
Plan：FreePaid
Permission：MemberAdmin
Interface：AppWeb
Steps：
- Choose the workplace, group or buddy level.
- Click Tool Box in the settings.
- Check tool activation status or tool role.
- Permission (Tool Role)
On the Activated tool tab, the role below each tool will display your authorization. - Request
Click Request on the tool tab to send a notification to the workplace admins asking to enable a tool for use.
- Permission (Tool Role)
Reminders
- The advanced tools are for paid plans only. During the trial period, users will have 30 days to try out all the tools upon creating a workplace. After the trial period expires, users will no longer be able to use the advanced tools.
- Instead of the Request button for most users, the admins will have the tool activation button in its place.
- In the buddy level, both parties are admins by default, unless otherwise changed.