Account
FAQ-ID：1026
Every WorkDo user has a unique QR code upon sign up. Share your QR code with other users and they can quickly and easily add you as a buddy (friend) or add you into groups.
There are numerous ways to share user QR code depending on the situation or user preference. Users can also refresh and update thie QR code when needed.
Join groups or add buddies via QR code
Step：
- My QR Code
- App │ Click the
icon on the upper-right-hand corner and select My QR Code. - Web │ Click the
icon on the upper-right-hand corner and click App Settings and you can find My QR Code option on the side menu.
- App │ Click the
- Sharing Methods
- Display QR Code
Display your WorkDo QR code for other users to scan and add you as a buddy. Users can also add members via QR code in the group settings to add you into groups. - Save QR Code
Save the QR code to your device and share it with other users. The web version users can right-click the QR code and save it to your PC. - Copy Link
Acting the same as the QR code, you can share your link to other users to add you as a buddy. - Scan QR Code
Available to the app version only, use this option to scan other users’ QR codes to add them as buddies or add them into groups. - Refresh QR Code
A user QR code QR code will not expire, should situation arise that you no longer want your QR code to stay active, simply refresh your QR code to update it.
- Display QR Code
Reminders
- Other users will always add you as a buddy when clicking your link.
- Click Group Settings > Add Members > QR Code to scan user QR code or select a user QR code that is saved on your device to add this member into the group.
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：1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.
The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.
Plan：
All palns
Permission：
Member Admin Owner
Interface： App Web
STEPS │ Assign Workplace / Group Admins
- Select workplace / group / buddy level.
- 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 righ and click on the gear icon.
- Select Manage Admin.
- Add admin.
- App │ Click the + icon.
- Web │ Click Add Admin.
- Select the applicable members.
- Click Done.
STEPS │ Remove Admin
- Select workplace / group / buddy level.
- 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 righ and click on the gear icon.
- Select Manage Admin.
- Remove Admin
- App │ Swipe left on the admin tap on the Remove button then confirm the action.
- Web │ Click on Remove next to the admin then confirm the action.
Reminder
- The buddy level consists of two people, but both are admins by default.
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：1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.
The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.
Plan： All palns
Permission： Member Admin Owner
Interface： App Web
STEPS │ Assign Workplace / Group Admins
- Select workplace / group / buddy level.
- 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 righ and click on the gear icon.
- Select Manage Admin.
- Add admin.
- App │ Click the + icon.
- Web │ Click Add Admin.
- Select the applicable members.
- Click Done.
STEPS │ Remove Admin
- Select workplace / group / buddy level.
- 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 righ and click on the gear icon.
- Select Manage Admin.
- Remove Admin
- App │ Swipe left on the admin tap on the Remove button then confirm the action.
- Web │ Click on Remove next to the admin then confirm the action.
Reminder
- The buddy level consists of two people, but both are admins by default.
FAQ-ID：1042
Buddy is a one-to-one level in WorkDo, and you can add anyone in your workplace as a buddy! When you add your team members as buddies, you can engage in one-to-one chatting, note posting, task assigning, file sharing and etc.
Add Buddies
Steps：
Choose one of the following methods below to add buddies.
- Add buddies from workplace or groups
Click Add Buddy from the Workplace page, select from the workplace roster or groups, choose a member then hit Add Buddy to complete. Repeat the process to add other buddies. - Add buddies using a QR code (App only).
Click Add Buddy from the Workplace page, select QR code to scan a member’s QR code to add a buddy. Repeat the process to add other buddies. - Buddy Icon
Click anytime when you see a buddy icon then hit the Add Buddy button to add a buddy. - Add buddies with Do-ID
Click Add Buddy from the Workplace page, select Search, then enter a member’s Do-ID to add a buddy. - Add buddies using email or mobile number
Click Add Buddy from the Workplace page, select Email or Mobile, then enter a member’s respective information to add a buddy.
Reminder
As a team collaboration app, WorkDo focuses on team communication and collaboration to maximize team efforts, therefore, adding buddies doesn’t require the approvals from the other members.
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：1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.
The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.
Plan： All palns
Permission： Member Admin Owner
Interface： App Web
STEPS │ Assign Workplace / Group Admins
- Select workplace / group / buddy level.
- 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 righ and click on the gear icon.
- Select Manage Admin.
- Add admin.
- App │ Click the + icon.
- Web │ Click Add Admin.
- Select the applicable members.
- Click Done.
STEPS │ Remove Admin
- Select workplace / group / buddy level.
- 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 righ and click on the gear icon.
- Select Manage Admin.
- Remove Admin
- App │ Swipe left on the admin tap on the Remove button then confirm the action.
- Web │ Click on Remove next to the admin then confirm the action.
Reminder
- The buddy level consists of two people, but both are admins by default.
Buddies
FAQ-ID：1042
Buddy is a one-to-one level in WorkDo, and you can add anyone in your workplace as a buddy! When you add your team members as buddies, you can engage in one-to-one chatting, note posting, task assigning, file sharing and etc.
Add Buddies
Steps：
Choose one of the following methods below to add buddies.
- Add buddies from workplace or groups
Click Add Buddy from the Workplace page, select from the workplace roster or groups, choose a member then hit Add Buddy to complete. Repeat the process to add other buddies. - Add buddies using a QR code (App only).
Click Add Buddy from the Workplace page, select QR code to scan a member’s QR code to add a buddy. Repeat the process to add other buddies. - Buddy Icon
Click anytime when you see a buddy icon then hit the Add Buddy button to add a buddy. - Add buddies with Do-ID
Click Add Buddy from the Workplace page, select Search, then enter a member’s Do-ID to add a buddy. - Add buddies using email or mobile number
Click Add Buddy from the Workplace page, select Email or Mobile, then enter a member’s respective information to add a buddy.
Reminder
As a team collaboration app, WorkDo focuses on team communication and collaboration to maximize team efforts, therefore, adding buddies doesn’t require the approvals from the other members.
FAQ-ID：1055
Although WorkDo encourages team collaboration and communication, there are still times when you need to engage in one-to-one conversations, this is when you need to add a buddy or two.
Toggle among workplaces, , buddies to make sure you are always informed on what’s happening!
Switch among Workplaces, Groups and Buddies
STEP │ App
- Switch Workplaces
- Level Select – Workplaces, groups, buddies.
- Workplace │ Click the Workplace Domain button on the upper-left-hand corner and select from your list of workplaces.
- Group │ Click the Groups tab on the workplace page and select from your list of groups in the workplace.
- Buddy │ Click the Buddies tab on the workplace page and select from you list of buddies in the workplace.
- You will be brought to the chatroom immediately.
- You can begin chatting or use the Do button on the upper-right-hand corner to use other collaboration tools.
STEP │ Web
- Switch workplaces with the Workplace icon.
- Click the phonebook icon
. - Select a tab.
- Groups │ Select a group from the list.
- Buddies │ Select a buddy from the list.
- You will be brought to the chatroom immediately.
- You can begin chatting, use a collaboration tool from the tool listed above the chatroom or select one with the Do button.
Reminders
There are two ways to enter a level.
- Search the chat history and enter from the chatroom.
- Select a post from the Dashboard Wall.
FAQ-ID：1056
Of course, when you befriend a buddy you could change his/her name! Use their middle name or nickname, and the name change is only reflected in your account.
Name Change
Steps：
- Enter member’s Buddy Setting.
- Click Edit Buddy Info and fill out the Buddy Alias.
- Click Done when finish.
Reminder
- Workplace members are allowed to set their names, however, there is an option for the workplace admins to revert this by displaying the employee names set in the HR tool.
FAQ-ID：1058
Unbuddy removes your buddies from your buddy list. Your buddies will not be notified when taking the action. You will no longer see their shared contents and the chat histories will be erased as well.
Please be noted that if you have assigned tasks at the buddy level that are not finished just yet, be sure to back them up and post them in related groups before unbuddy them or in the event that they resign from their position!
Unbuddy
Steps：
- Click Buddy Settings.
- Click Unbuddy.
- Click Unbuddy to confirm the action (Click the Confirm button in the web version).
Reminders
- When a member leaves a workplace, all user contents are removed as well, including posts and chat histories. So upon removing any member, be sure to back up this member’s tasks and posts into relevant groups first.
- All the posts will be recovered if an unbuddied member is added as a buddy within 1 year. The chat history, however, will not.
Chats
FAQ-ID：1042
Buddy is a one-to-one level in WorkDo, and you can add anyone in your workplace as a buddy! When you add your team members as buddies, you can engage in one-to-one chatting, note posting, task assigning, file sharing and etc.
Add Buddies
Steps：
Choose one of the following methods below to add buddies.
- Add buddies from workplace or groups
Click Add Buddy from the Workplace page, select from the workplace roster or groups, choose a member then hit Add Buddy to complete. Repeat the process to add other buddies. - Add buddies using a QR code (App only).
Click Add Buddy from the Workplace page, select QR code to scan a member’s QR code to add a buddy. Repeat the process to add other buddies. - Buddy Icon
Click anytime when you see a buddy icon then hit the Add Buddy button to add a buddy. - Add buddies with Do-ID
Click Add Buddy from the Workplace page, select Search, then enter a member’s Do-ID to add a buddy. - Add buddies using email or mobile number
Click Add Buddy from the Workplace page, select Email or Mobile, then enter a member’s respective information to add a buddy.
Reminder
As a team collaboration app, WorkDo focuses on team communication and collaboration to maximize team efforts, therefore, adding buddies doesn’t require the approvals from the other members.