{"id":1131,"date":"2017-02-07T10:24:45","date_gmt":"2017-02-07T10:24:45","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/?post_type=ufaq&#038;p=1131"},"modified":"2022-05-25T19:46:50","modified_gmt":"2022-05-25T19:46:50","slug":"1064","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/","title":{"rendered":"What do different roles do in a workplace or group?"},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1064<\/span><br \/>\n<span>Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.<\/span><\/p>\n<p>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.<\/p>\n<p>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\u2019 permissions on what they can do with each tool.\uff08<a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Know more!<\/a>\uff09<\/p>\n<p>Now let have a closer look at each of the 3 roles in WorkDo!<\/p>\n<h4><b><span style=\"color: #0000ff;\">1 \u2502 Member<\/span><\/b><\/h4>\n<ol>\n<li>Employees \u2502\n<ul>\n<li>Join, leave workplaces, groups: <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1037\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Join workplaces<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1048\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">create groups<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1050\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">join public groups<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1053\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">leave groups<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1042\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">add buddies<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1059\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">join WorkDo network<\/a> and <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1046\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">use private space<\/a>.<\/li>\n<li>Feature shortcuts: <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1105\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">View all posts on the wall<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1100\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">personal dashboard<\/a>.<\/li>\n<li>Use collaboration tools: <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1118\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Post announcements<\/a>, create events, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1044\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">track task progresses<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1087\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">share files<\/a>, vote, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1075\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">chat<\/a> and use <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1090\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">group calls<\/a>.<\/li>\n<li>Activate advanced tools: <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1044\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Eform application<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1111\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">track eform progresses<\/a>.<\/li>\n<li>Account and notification settings: <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1092\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Change notification setting<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1033\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">use federated login<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1074\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">subscribe to an external calendar<\/a>,&nbsp; <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1027\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">set user DO-ID<\/a> and <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1023\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">change user password<\/a>.<\/li>\n<\/ul>\n<\/li>\n<li>Managers \u2502 When members are <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1153\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">assigned as managers<\/a> 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.<\/li>\n<\/ol>\n<h4><b><span style=\"color: #0000ff;\">2 \u2502 Admin<\/span><\/b><\/h4>\n<p>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\u2026<\/p>\n<ol>\n<li><a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1119\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Deleting or editing posts<\/a>.<\/li>\n<li>Deleting comments.<\/li>\n<li>Managing members, including <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1038\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">inviting, approving<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1053\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">removing members<\/a> from workplaces and groups, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1062\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">whether to allow members to invite other people<\/a> , block members, as well as <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1054\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">employee termination settings<\/a>.<\/li>\n<li>Level Management\n<ul>\n<li>Workplace Settings &#8211; <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1065\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Maintain company information<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1065\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">admin management<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1068\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">set wall post permission<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1131\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">set special notifications<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1063\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">manage employee profile information<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1067\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">group creation permission<\/a>, payment information(<a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1004\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">send payment<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1070\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">set billing information<\/a> and <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1071\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">credit card information<\/a>), <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1065\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">set company email domain<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1073\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">insert APIs<\/a> (available in the web version), etc. It is recommended to have your HR staff and\/or IT staff to take on the admin roles.<\/li>\n<li>Group Settings &#8211; <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1065\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Add admins<\/a> set group privacy, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1049\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">invite members<\/a>, <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1053\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">remove members<\/a> and set notifications.<\/li>\n<li>Buddy Settings &#8211; <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1056\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Set buddy information<\/a> (for personal reference only).<\/li>\n<\/ul>\n<\/li>\n<li><a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1112\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Activate or deactivate advanced tools<\/a> and <a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">set tool roles<\/a><\/li>\n<\/ol>\n<h4><b><span style=\"color: #0000ff;\">3 \u2502 Owner<\/span><\/b><\/h4>\n<p>The owner of the workplace or group, the owner has the higheat authorization. The owner can also&#8230;<\/p>\n<ol>\n<li><a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1066\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Transfer ownership to to aother admin,<\/a><\/li>\n<li><a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1054\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Delete the workplace or group.<\/a><\/li>\n<\/ol>\n<div class=\"secondary\">\n<h5>Who is the owner or admin?<\/h5>\n<div class=\"icon\">Plan:<span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">All plans<\/a><\/span><\/div>\n<div class=\"icon\">Permission:<a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\"><span class=\"active\">All users<\/span><\/a><\/div>\n<div class=\"icon\">Interface:<span class=\"active\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<ol>\n<li><a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1040\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">On the workplace page<\/a>.<\/li>\n<li><a class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1158\" target=\"_blank\" rel=\"noopener noreferrer\" id=\"faqs-link\">Select a workplace, group or buddy level<\/a>.\n<ul>\n<li>Workplace &#8211; Click the workplace settings (Click the gear icon for the web version).<\/li>\n<li>Group &#8211; 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).<\/li>\n<li>Buddy &#8211; 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).<\/li>\n<\/ul>\n<\/li>\n<li>Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.<\/li>\n<\/ol>\n<\/div>\n<div>\n&nbsp;<\/p>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminders<\/h5>\n<ul>\n<li>The owner and admin have almost the same authority. In a way of speaking, they are both &#8220;admins&#8221;, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.<\/li>\n<li>Since the buddy level only has two members, both parties are admins.<\/li>\n<\/ul>\n<\/div>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1008\" target=\"_blank\" rel=\"noopener noreferrer\">WorkDo web general navigation.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1007\" target=\"_blank\" rel=\"noopener noreferrer\">WorkDo app general navigation.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1065\" target=\"_blank\" rel=\"noopener noreferrer\">How to add admins to the workplaces or groups I own?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1066\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to transfer my workplace\/group ownership to others?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1112\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to activate \/ deactivate a tool?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">What is a tool box?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">What are the differences between tool admins and workplace admins?<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1064 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<a href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":6,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[37,494,44],"ufaq-tag":[1137,1022,1293,1124,673,735,1020,696],"_links":{"self":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq\/1131"}],"collection":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/comments?post=1131"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/media?parent=1131"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq-category?post=1131"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq-tag?post=1131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}