How to add/modify a user

Users with the Admin user role are able to access the Manage User Section. Selecting your initials (or photo) on the lower left navigation will take you to the 'Settings' page. Admin users will see the "Manage Users" button at the top of the page.

To make things easier, it is suggested that you start with the highest person in the organization that will be using Work.software and then proceed downward through the org chart. In this way you will have the appropriate names to choose from as you add departments and direct reports.

Next screen select the "Create New User".

Enter in the user's email address, a username, their first and last name. Then click 'Create".

A temporary password will be displayed and an email notification will go to that user to sign in at Work.software and reset their password. You can then go to the "Roles" pulldown and select the appropriate roles required for this user and then select "Update Roles".

For the CEO, the roles would be CEO and Dept. They will automatically be put into the C-Suite and they don't need a Personal role because they don't have a manager. The view below shows all the available role choices. Default User will always be checked by the system for all users once you select the "Update Roles" button.

Scroll down to the rest of the page. Every user must be assigned to a manager (other than the CEO) and every Department Manager has to have a department assigned to them. When you start to type in the manager, the users in the system will start to display, so select the appropriate person. You will then note that the correct "Department Managed" will automatically populate.

Setting up a Department User: In this case we have an Executive in the C-Suite who manages a Sales & Marketing Department. She needs the roles of C-Suite, Department and a Personal role because she does have her own manager too - the CEO. When you select the CEO by name, again the "Department Managed" will auto-populate.

At any time you can go back into a user and if they require a new role because they were promoted, you can always select "Update Roles" and check the new box or, uncheck an existing one and then select "Save".

Lastly, anyone not having direct reports would just need the Personal role.