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?
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?
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?
Tool Box
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.
FAQ-ID：1113
Designed with company structure and access control in mind, WorkDo’s tools offer different roles (permissions) for each advanced tool. So, if there are certain functions that you can’t seem to locate, it is possible that you do not have the right tool role to access them. If this is the case, please ask the workplace admins to change your tool role.
Each tool has its unique settings and features, but only the tool admins could access and manage its information. So once a tool is enabled, please be sure to check everyone’s tool role is correctly assigned.
By default, WorkDo will automatically assign workplace admins with the highest tool role whenever a tool is enabled, everyone else will be assigned with the lower access level. It is up to the workplace admins to manually assign appropriate roles to each team member.
Know Your Tool Role
Steps：
- Enable / disable tools for workplace / groups / buddies.
- Workplace │ On the workplace page.
- Groups │ On the workpalce page, tap the Groups tab to displace all the groups you are a part of.
- Buddies │ On the workplace page, tap the Buddies tab to display all your buddies.
- Click on the Do button.
- Select a tool.
- Verify your tool role.
- App | Click on the “i” on the top for your tool role inofrmation.
- Web │ Your role is displayed next to the tool on the left.
Manage Members’ Tool Roles
Steps：
- Select a tool in the desired workplace / groups / buddies level to change members’ tool roles.
- Workplace │ Click the gear icon on the workplace page.
- Groups │ On the workplace page, tap the Groups tab and swipe right and click Settings.
- Buddies │ On the workplace page, tap the Buddies tab and swipe right and click Settings.
- Click Tool Box.
- Click Manage.
- Manage All Member Roles.
- Use the search bar to quickly locate a member.
- Click the edit icon on the right to change roles.
Reminders
- Currently only the advanced tools offer different tool roles and they are only avilable in the Premium Plan users. However, when you create a workplace in WorkDo, you will have a 30-day trial with all the tools avilable to you to try out. If you do not opt for the premium plan, by the end of the trial period, all the advanced tools will be turned off.
- Only the admins are able to manage mebers’ tool roles, if you are not an admin of that level, managing tool roles is not avilable to you.
Relevant Questions
Understand your tool role and what it does.
How to activate / deactivate a tool?
What should I do on the Start WorkDo page?
What do different roles do in a workplace/group?
What are the differences between tool admins and workplace admins?
What are tools?
How to request the activation of a tool?
What does the “Do” button do?