2017-02-09

WorkDo_FAQ

FAQ

Accounts, notifications and more answers to the most frequently asked questions!

Main Settings

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
Plan:All plans
Permission:MemberAdminOwner
Interface:AppWeb

Instructions:

  1. 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.
  2. Click Advanced.
  3. 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.
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Workplace

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!
Did you find this FAQ helpful?
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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
Plan:All plans
Permission:MemberAdminOwner
Interface:AppWeb

Instructions:

  1. 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.
  2. Click Advanced.
  3. 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.
Did you find this FAQ helpful?
1
0

Groups

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!
Did you find this FAQ helpful?
0
0

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
Plan:All plans
Permission:MemberAdminOwner
Interface:AppWeb

Instructions:

  1. 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.
  2. Click Advanced.
  3. 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.
Did you find this FAQ helpful?
1
0

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!
Did you find this FAQ helpful?
0
0