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Account & Settings
Learn how to configure your Workiom account, how to create roles, add users, upgrade your account...
We care about your data as much as you care for it. Who can view it? edit it? delete it? Workiom handles all scenario to keep your online workspace secure. Permissions are vital in any team collaboration, it translates work hierarchy, responsibilities and duties into access rights that control the flow of information as well as editing and creation privileges. By defining the right permissions and allocating them to the right person, you are reducing the chances of making mistakes, and most
Create New Users
Add members to your account to benefit and use collaboration features on Workiom. At the most basic setup every created user has access to all of public applications in a workspace, with the exception of the admin, all of the new added users will be created with a default “user” role that allow them to add data but not to edit the format of the current lists. To access to your tenant’s user accounts and information, expand the sidebar, then click on “Settings”, and then chose "Users". !
Upgrade Account, Renew Subscription
IMPORTANT NOTICE: Make sure you are logged in to your workspace on Workiom before proceeding._ If you would like to take advantage of extra features and upgrade your subscription, you can do it just a few clicks! Follow the steps below to upgrade your account: Click on the "Subscription" link in the Administration panel. The system would take you to a page that contains the current details of your ongoing subscription. !(https://storage.crisp.chat/users/helpdesk/website/5016ad3
Email (SMTP) Setup
To send emails through Workioms, you first need to configure your SMTP client. To access the email settings, expand the "Settings" menu in the sidebar, choose "Settings", and then go to "Email (SMTP)". Fill all the corresponding information as follow: SMTP username: Your email address SMTP password: Your email password SMTP server address: Contact your network administrator to get