• Auto add users to projects

  Auto add users to projects Roles and Permissions: Organization Owner/Manager: They can can access General Settings. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ Users can automatically be added and assigned a specific role to every project that you create. Click here to learn moreFew readers

• Can we force screenshots to be deleted?

  Can we force screenshots Features to be deleted? QUESTION: Can I force screenshots to be deleted? ANSWER: Yes, If Delete screenshot setting is enabled from setting , you can delete screenshots. Steps to delete screenshot . STEP 1 First, navigate to the Activity > screenshots section from the main menu. STEP 2 By clicking on Delete icon you can deSome readers

• Define Custom Fields

  Define Custom Fields It allows users to personalize their profiles by creating up to 5 user-defined fields based on their specific requirements. Since these fields are not pre-defined, users have full flexibility to capture and manage relevant information, enabling better customization and improved data management. Roles and Permissions: Owner/Manager: They can see & access Define Custom Fields Setting. Delivery Head: They can't see & access Define Custom Fields Setting. UsFew readers

• Escalation Settings(New Design)

  Escalation Settings – Time-Off Requests Log in to the application using valid credentials. Navigate to the Settings module under the Global section. Under the Scheduled and Time Off section, click on Escalation. ![](https://storage.crisp.chat/useFew readers

• Financials Settings

  Financials Settings Roles and Permissions: Owner/Manager: They can see & access Financial Settings. Delivery Head: They can't see & access Financial Settings. User as PM: They can't see & access Financial Settings. User: They can't see & access Financial Settings. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ The Financial Settings section allows **OrganFew readers

• How to access All settings ?

  All Organization Settings Roles and Permissions: Organization Owner/Manager: They can can access General Settings. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ The Workstatus settings page allows you to customize and manage how each Workstatus feature works within your organization. To access your organization settings, click on Settings on the side panel. OrganizatiFew readers

• How to allow member to change their timezone ?

  How to allow member to change their timezone ? Roles and Permissions: Organization Owner/Manage : They can change organizations timezone. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ In order to change Time Zone on user's account, Permission is to be given by organization OwneFew readers

• How to change the screenshot frequency?

  How to change the screenshot frequency? Roles and Permissions: Organization Owner/Manager: They can change screenshot frequency of all members of organization. Organisation owners and managers can change how frequently Workstatus records screenshots on the settings page by navigating to Sidebar > Settings > General> Timer Apps> Screenshot Timer as shown below: Only organization owners and managers have access to modify this setting. Navigate to Settings.Some readers

• How to Change the Work Week Start Day

  How to Change the Work Week Start Day Roles and Permissions: Organization Owner/Manager: They can can access General Settings. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ As the owner of the organization, you have the ability to set which day of the week your work week starts on. Click on the Settings module from the left-side navigation panel. ![](httpsSome readers

• How to change time zone of my organization

  How to change time zone of my organization Changing your organization’s time zone will display all reports based on your organization’s time. To change your organization’s time zone, please follow these steps: Click on the Settings module from the left-side navigation panel. Under the Members & Roles section, click on Member Timezone. ![](https://storage.crispFew readers

• How to do Currency Conversion in Workstatus?

  How to do Currency Conversion in Workstatus? A currency exchange rate setting allows users to set a base currency and select a target currency, automatically displaying the conversion rate in a designated field. Roles and Permissions: Organisation Owner/Manager: They can set rates of various currencies in the Currency Conversion Setting . Please refer following link for accessing Roles and Permission : [https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guidFew readers

• How to Mange the Project Tags?

  How to Mange the Project Tags? Step 1 Please go to settings >> Organization & Department >>Manage Project Tags Step 2 Manage Project Tags >> Click on text area : Add tags here . Now type the tag you want to make and click outside the text area to Save it. Step 3Few readers

• How to Modify timesheet settings?

  How to Modify timesheet settings Roles and Permissions: Organization Owner/Manager: They can enable/disable modify time settings for all members of organization. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ Changing the Modify Time setting To allow users to be able to modify Add, Edit, Delete, Split, Idle & Activity % enable settings from your organization. **RoSome readers

• How to Set Member Rates from Settings?

  How to Set Member Rates from Settings ? This feature in Workstatus enhances usability by allowing managers to define default billing or pay rates for team members directly from the settings panel. This eliminates the need to manually set rates for every project, ensuring consistency and reducing the chances of errors. It also streamlines workflows by automatically applying these rates across projects, while still providing the flexibility to override them if required. As a result, reporting,Few readers

• Idle Notes Settings(New Design)

  Steps to Configure Idle Notes Settings Log in to the application using valid credentials. Navigate to Settings under the Global section. Click on Idle Notes under the Timer Apps section. ![](https://storage.crisp.chat/users/helpdesk/website/-Few readers

• Impact of Finance Setting

  Impact of Finance Setting Step 1 Please Refer following article for Enabling the Finance settings for the Projects. https://support.workstatus.io/en/article/how-to-do-finance-setting-156ysaz/ Step 2 ** Impact of Finance Setting** This setting is created to allow project managers that they can see the financial data or No . A) If Enabled then the Project managers will be able to see the financial data of the project. B) If Disabled then the Project managers will not be able to sFew readers

• Leave Request Settings(New Design)

  Leave Request Settings – Steps Log in to the application using valid credentials. Navigate to the Settings module. Under Schedules and Time Off, click on Leave Request. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a6680Few readers

• Member Time zone Settings

  Member Timezone Settings Log in to the application using valid credentials. Navigate to Settings, which is available under the Global section. ClicFew readers

• PayPal Integration

  PayPal Integration The PayPal integration in Workstatus enables secure and seamless online payments directly within the platform. It allows organizations to send and receive payments efficiently, supports multiple currencies, and provides a trusted and globally accepted payment method. By using PayPal, users benefit from enhanced security, faster transactions, and convenient payment options, making financial management simpler and more reliable. Roles and Permissions: Owner / Manager :Few readers

• Require Reason Settings(New Design)

  Steps to Configure Require Reason Settings Log in to the application using valid credentials. Navigate to Settings under the Global section. Click on Require Reason under the Timesheet section. ![](https://storage.crisp.chat/users/helpdesk/weFew readers

• Settings:-To activate the Task settings

  Task Type Management – Steps Log in to the application using valid credentials. Navigate to the Settings module. Under the Organisation & Department section, click on Task Types. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/Few readers

• Stripe Integration

  Stripe Integration Roles and Permissions: Owner/Manager: They can see & access Stripe Integration Delivery Head: They can't see & access Payroll Settings. User as PM: They can't see & access Payroll Settings. User: They can't see & access Payroll Settings. Please refer following link for accessing Roles and Permission : [https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/](https://support.workstatus.io/en/article/workstatus-roles-and-peFew readers

• User Login Settings

  User Login Settings This document explains the User Login Settings feature, its purpose, and how to configure login access for both new and existing users. The User Login Settings allow Organization Owner/Manager to control how users in the organization can log in and whether they can receive emails. This helps maintain security, streamline access, and customize login options based on organizational requirements. Setting for new users onboarded. This setting is by default enable wheFew readers

• Why my Productivity % is zero OR low?

  Why is my Productivity % Zero or Low? If your Productivity % in Workstatus is showing as 0% or unusually low, it is usually caused by incorrect or incomplete Productivity Settings. Productivity percentages depend entirely on how apps and URLs are classified inside the Productivity Settings panel. Below are the main reasons and how to fix them: Productivity Settings Are Not Configured If you have never set up Productivity Settings, Workstatus cannot identify which apps or URLs are “PrFew readers

• How to map a user's Machine ID in Workstatus

  How to map a user's Machine ID in Workstatus Overview The Machine ID identifies a user's during Workstatus app installation through MDM (Microsoft Intune). Mapping it to a Workstatus user account lets Workstatus associate that machine with the correct member automatically. Before you start You have admin access to the Workstatus dashboard. The user already exists as a member in Workstatus. You have the Machine ID of the users. How to Get the User System Machine IFew readers

• Workstatus Organization Overview

  Workstatus Organization 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 organizaFew readers

• Workstatus Settings

  Workstatus Organization Settings Roles and Permissions: Organization Owner/Manager: They can can access General Settings. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ The Workstatus settings page allows you to customize and manage how each Workstatus feature works within your organization. To access your organization settings, click on Settings on the side panel.Some readers