What is Onboard mode?
Onboard is set on the Admin-Org Settings page and enables data to be easily deleted from Workup which is useful when you're setting up and onboarding the platform. It allows you to delete Projects, Users and Companies. This data is deleted and not archived so cannot be retrieved once deleted, so onboard mode should be switched off when you're up and running with the platform.
How Do I add Users into Workup?
An administrator can add new users to Workup from the Admin-Users page. Creating a user will also create an associated employee and resource record. Workup will generate a temporary password to the new user and will send them an email inviting them to log in to Workup.
It is also possible to create a set of users by importing a spreadsheet. This is also available on the Admin-Users page.
When a user first logs in, they will be presented with a wizard to allow them to set up their profile.
What Should I Setup Before Inviting Users to Workup?
Workup is pre-configured to allow you to be up and running very quickly. There are some items you can configure specifically for your organisation. We would recommend setting up the following:
Departments and organisation structure;
Internal Projects and Activities for scheduling and time capture;
Default org settings for currency, hours per day etc;
Update Lists and Categories to meet your organisation requirements;
Can I bulk import data into Workup?
Yes you can. Workup supports the import of bulk data from a spreadsheet or csv file for most data items in Workup. This includes:
Users/Employees/Resources;
Projects;
Tasks;
Skills
Leave;
Expenses;
Schedule;
Timesheets;
How do I invite new users?
You can invite new users to the platform from the Admin-Users page. Create a basic new user with an email and their name, save this and Workup will then send an email to the user with a temporary password, inviting them to log in to Workup and set up their profile. For an existing user you can resend the invite by pressing the button at the top of the page.
How do I assign roles for a new user?
Roles define the permissions that the user has to view and modify data within Workup. A set of out of the box roles are defined on the Admin-Roles page but these can be changed. Roles can be set as default which means any new user will be assigned these roles by default. Normally the Employee and Project Member roles would be set as default.
When creating a user you can choose to copy their assigned roles from another user, who may be doing a similar job to that user.
You can also add or remove roles from a user once they have been created.
What Are Default Roles?
Default roles are roles that are automatically assigned to a new user unless overridden when the user is created. Normally these are the Employee and Project Member roles. Set the Is Default flag on a role to make it one of the default roles.
Default Roles are only applicable to Standard users. Associate users need to be given a single, specific Associate role as they only have limited access to the platform.
Do I need to set up categories and lists?
Not necessarily no. Categories are useful for grouping and tagging data items such as Projects, Companies and Tasks but they are optional. Categories can be colour coded that helps data stand out when listing multiple items.
Lists are data lists such as Currencies and Countries and have pre-defined values. You only need to update lists if required data is not available in the list.
Categories and Lists are configured on the Admin-Categories and Admin-List pages.
Workup doesn't support my country or currency?
Workup defines an initial list of currencies and countries but not a complete list. If the country or currency you require is not there it can be added via the Admin-Lists page.