Administration
This section is for everyone who sets up and looks after Workist for their company.
| Page | Contents | For whom |
|---|---|---|
| Users, roles & teams | Roles and their permissions, inviting and managing employees, teams and channel visibility, turning Worki on or off for the company | Manager, Admin |
| Sign-in & security | Password, two-factor authentication, company-wide MFA requirement, single sign-on with Microsoft Entra ID or SAML, API keys | all users; company settings: Admin, API keys: IT, Admin |
| Notifications | Email summaries and browser notifications about documents that need assistance | all users; company schedule: Admin |
| Analytics | Automation rate, time saved, top assistance reasons, Excel export | Manager, Admin |
Where to find the settings
Users with management rights click Settings at the bottom of the left navigation and pick an entry, e.g. Company, Teams or Employees. Everyone else reaches their personal settings via their name at the bottom left → Your profile.
Inside the settings, the bar on the left switches between pages. It only shows the entries your roles grant a permission for:
| Section | Entry | Visible to |
|---|---|---|
| Personal (your name) | Profile | all users |
| Personal (your name) | Notifications | all users |
| Personal (your name) | Password and authentication | all users |
| Company (company name) | Company Profile | Admin |
| Company (company name) | Company Notifications | Admin |
| Company (company name) | Agents | Admin |
| Company (company name) | Teams | Manager, Admin |
| Company (company name) | Employees | Manager, Admin |
| Company (company name) | Single Sign On | Admin |
| Company (company name) | Multi-Factor Authentication | Admin |
| Company (company name) | SAML | Admin |
| Company (company name) | Master data | Manager, IT, Admin |
| Developer Tools | API Integrations | IT, Admin |
| Developer Tools | SFTP Public Keys | IT, Admin |
| Workflow Tools | Smart Inbox | Manager, Admin |
| Workflow Tools | Outlook Add-Ins | IT, Admin |
| Workflow Tools | Webhooks | IT, Admin |
| Business Systems (ERP) | ERP integrations | IT, Admin |
What each role may do is described under Users, roles & teams. Setting up the Outlook add-in is described in Outlook add-in.