Workstatus Permissions and Roles Guide
Workstatus Permissions and Roles Guide You can assign different roles to various team members to designate the level of access allowed for each team member within your organization. Refer below table to find out what features are available to each team member’s role. (https://storage.crisp.chat/usSome readersWhat does being an owner of an organization mean?
What does being an owner of an organization mean? Owner of an organization QUESTION: What does being the owner of an organization mean? ANSWER: Being the owner of an organization in Workstatus means you have full rights to manage every aspect of the organization. This role is meant for people who need full control of the organization and its finances. Other things you can do as an owner incluSome readersWeekly Time Limits
Weekly Time Limits Workstatus Weekly Limits feature can be used for organizations that want to limit the number of hours that team members work in a week. This feature can be beneficial for organizations that want to ensure that team members work their assigned weekly hours, without going over the organization’s desired limit. By the end of this article you will be able to do the following: Create Weekly Limits for Team Members Edit, Override or Remove Weekly Limits See how notificSome readersHow to Invite Team Members
How to Invite Team Members? You can invite users to your Workstatus organization so they can begin tracking time. Click on a guide below to get started: Inviting users Resending invites Inviting single users STEP 1 To invite a team member, simply navigate to Members on the left-hand sidebar then click on Invite new Member. STEP 2 A popup dialog should appear where you can fiSome readersMembers and Invites Overview
Members and Invites Overview Workstatus makes it easy to set up and manage your team within your organization, so they can start tracking time in no time. Follow the steps below to get started: All of the options below are accessible via the Members page on the sidebar. Table of Contents Login Visibility of member Inviting team members Bulk Invite Adding members to projects AddingSome readersHow to Enable or Disable Tracking for Team Members
How to Enable or Disable Tracking for Team Members? You can enable or disable time tracking for team members within your organization. Enabling time tracking allows users to track time to projects and tasks they’re assigned to. If users are unable to view their assigned projects and tasks on their tracking client, check if their time tracking is disabled. Enabling time tracking resolves this issue. (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image20230331t0Some readersRemoving pending invites from my organization
Removing pending invites from my organization How to remove pending invites Owners can delete pending invites sent to members in cases where the invite may have been sent to the wrong email address, or if the team member will no longer need an invite into the organization. If you’d like to cancel a pending invitation, you’ll be able to do so from your organization’s Members section. STEP 1 Click on the Members tab on the left sidebar, then click Invited, Click on theFew readersConfirmation Email not received
Confirmation Email not received Workstatus Confirmation Email Not Received The confirmation email includes a confirmation link which, upon clicking will confirm your Workstatus account. If you haven’t received your confirmation email within a few minutes of signing up, there are some things you can do. STEP 1 Sometimes email servers can block the emails that we send to users for confirmation. The first step here is always to check your spam folder. If the email isn’t showingFew readersUser Limits
User Limits Workstatus allows you to set a limit for the maximum number of hours that can be logged in a week, or a day for a specific user. These features ensure that you are within your target staff budget every time. By the end of this article you will be able to do the following: Create Daily, or Weekly for Team Members See how notifications appear on the desktop app Table of contents Adding recurring weekly limits Adding recurring daily limits AddingFew readersHow to change organization & project role
How to change organization & project roles? WorkStatus has different member roles to give you flexibility in running your business. Changing your team member’s roles per project and organization allows you to choose what access level they have on each of your organizations or projects. Organization owners and managers need to be a member of a project if they want to track time to of a project. They can have access to all projects and users by default. Please consult our User Role and PFew readersHow to Remove a User or Member from your Organization
How to Remove a User or Member from your organization? If you have a member of your team who no longer needs to track time, you can remove them from your organization. Once a team member is removed, they will no longer have access to view any data they tracked within your organization. Please follow these steps to do so: STEP 1 Click on the Members tab on the left sidebar. STEP 2 CFew readersMembers of my organization see the screenshot of other workers?
Can members of my organization see the screenshots of other workers? Screenshots of Other Workers QUESTION: Can members of my organization see the screenshots of other workers? ANSWER: No. Team members cannot see others’ screenshots or activity levels unless they are exclusively given that permission. If the member is a “User” on the Org level, they can only see their own data. If they are a “Manager” on the org level then they will be able to see the screenshots of everyoneFew readersHow can I recover the deleted user’s screenshot and activity?
How can I recover the deleted user’s screenshot and activity? QUESTION: How can I recover the deleted user’s screenshot and activity? ANSWER: When an organization removes or deletes a user, their screenshots and activity data become hidden/deleted. Only user-related data (activity/screenshots) becomes hidden/deleted. The only way to recover this deleted data is by adding the user back to the organization. To accomplish this, the organization will have to send a new invite email toFew readersHow do I prevent managers from seeing all the projects?
How do I prevent managers from seeing all the projects? QUESTION: Since I have different groups or teams I would love to be able to make the head of those teams a manager so they can see their team’s work. If I understand correctly if I set one of them up as a manager they will be able to view all of my projects – this I don’t want. ANSWER: First, you’ll need to make sure the team member is set as a User on the organizational level so that they cannot access any other projects. ToFew readersWorkstatus Overview of organizations
Workstatus Organizations Overview Organizations are a critical aspect of Workstatus. Think of each Workstatus organization as one company – it is the structure that houses all your employees, clients, projects, tasks, and more. If you are a team member looking to join an existing organization, please reach out to your organization owner to send you an invite. Click on any topic below to learn more about organizFew readers