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：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：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.