{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000165243","result":{"data":{"allContentfulHelpCategory":{"edges":[{"node":{"categoryTitle":"Extensions","categoryId":"61000063757"}},{"node":{"categoryTitle":"With Slack","categoryId":"61000080941"}},{"node":{"categoryTitle":"Mobile app","categoryId":"61000080939"}},{"node":{"categoryTitle":"Account & billing","categoryId":"61000080940"}},{"node":{"categoryTitle":"How to guides","categoryId":"61000063760"}},{"node":{"categoryTitle":"Getting started","categoryId":"61000063758"}}]}},"pageContext":{"article":{"id":61000165243,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:50Z","category_id":61000063760,"folder_id":61000195855,"title":"The Admin User Role","updated_at":"2021-01-04T23:07:46Z","description":"

Admins in Workast handle team management.  They are able to add new users in the admin dashboard, deactivate team members, make other users admins, and Premium (paid) teams can add guest accounts. 

The default first Admin is the user who initially installed Workast or the user who first uses the app after a period of team inactivity.  You also will become an admin if you upgrade your team to Premium (paid) or create a new department within your team. 

Team admins will automatically receive an email within 24 hours when team members are added or deactivated.  This is relevant to billing and team management and will still be sent, even if you are unsubscribed from training and update emails.  If you don't want to receive user status emails, another user on your team will need to be made an admin, and then have them change your role from admin to a member. 

To learn how to deactivate your personal account, click here. 

","description_text":" Admins in Workast handle team management.  They are able to add new users in the admin dashboard, deactivate team members, make other users admins, and Premium (paid) teams can add guest accounts.  The default first Admin is the user who initially installed Workast or the user who first uses the app after a period of team inactivity.  You also will become an admin if you upgrade your team to Premium (paid) or create a new department within your team.  Team admins will automatically receive an email within 24 hours when team members are added or deactivated.  This is relevant to billing and team management and will still be sent, even if you are unsubscribed from training and update emails.  If you don't want to receive user status emails, another user on your team will need to be made an admin, and then have them change your role from admin to a member.  To learn how to deactivate your personal account, click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":14,"feedback_count":0},"folderArticles":[{"id":61000130105,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:22Z","category_id":61000063760,"folder_id":61000195855,"title":"Changing account details","updated_at":"2021-01-04T23:07:47Z","description":"Update your account details like name, email address, phone number or address, anytime by following these steps:
  1. Select account details from the menu bar.
  2. Click edit icon on the field you'd like to change.
  3. After you’ve added the updated details, click save changes.
  4. Click done after completing all the updates.
  5. You will receive an email from us to verify the changes.
In case you have forgotten your password, click on the forgot password button and follow the instructions there. Note: Once you verify the updated email details, you can resume your activities on your account.","description_text":"Update your account details like name, email address, phone number or address, anytime by following these steps: Select account details from the menu bar. Click edit icon on the field you'd like to change. After you’ve added the updated details, click save changes. Click done after completing all the updates. You will receive an email from us to verify the changes. In case you have forgotten your password, click on the forgot password button and follow the instructions there. Note: Once you verify the updated email details, you can resume your activities on your account.","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165118,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:19Z","category_id":61000063760,"folder_id":61000195855,"title":"Setting your time and date preferences","updated_at":"2021-01-04T23:07:46Z","description":"

To set your Workast date and time preferences:

Timezone

Your timezone should be set automatically based on your Slack preferences, but it can be adjusted.  To adjust it:

Date format

Time formatting

Starting the week

Please note - adjusting the start of the week setting to Monday will adjust the calendar when you are setting a due date for a task, but will not amend the main calendar appearance, nor the appearance of the calendar view in spaces.

","description_text":" To set your Workast date and time preferences: Click on the arrow next to your name in the top left-hand corner of the web app. Select \"Preferences\" - this will open your user preferences screen. Under the \"Date and Time\" heading, you can adjust the following settings: Timezone Date format Time format Start of the week After completing your preference changes, click on the X in the top right-hand corner of the screen to exit the preferences screen. Timezone Your timezone should be set automatically based on your Slack preferences, but it can be adjusted.  To adjust it: Click on the X to clear the entry, then enter the nearest major city or time zone into the text box.   A list of time zones will populate based on your entry - select the correct time zone.   A confirmation will appear that your setting has successfully been updated. Date format To adjust the date format between month/day/year (M/D/Y) and day/month/year (D/M/Y), click on the arrow next to your current date format selection.  A drop-down with options will appear. Click on your desired date format selection A confirmation will appear that your setting has been successfully updated Time formatting To adjust the time format between the 12-hour clock and the 24-hour clock, click on the arrow next to your current time format selection.  A drop-down with options will appear. Click on your preferred time format A confirmation will appear that your setting has been successfully updated Starting the week To update your week start day between Sunday and Monday, click on the arrow next to your current week start day selection.  A drop-down with options will appear. Click on your preferred week start day. A confirmation will appear that your setting has been successfully changed Please note - adjusting the start of the week setting to Monday will adjust the calendar when you are setting a due date for a task, but will not amend the main calendar appearance, nor the appearance of the calendar view in spaces. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":5,"feedback_count":0},{"id":61000165243,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:50Z","category_id":61000063760,"folder_id":61000195855,"title":"The Admin User Role","updated_at":"2021-01-04T23:07:46Z","description":"

Admins in Workast handle team management.  They are able to add new users in the admin dashboard, deactivate team members, make other users admins, and Premium (paid) teams can add guest accounts. 

The default first Admin is the user who initially installed Workast or the user who first uses the app after a period of team inactivity.  You also will become an admin if you upgrade your team to Premium (paid) or create a new department within your team. 

Team admins will automatically receive an email within 24 hours when team members are added or deactivated.  This is relevant to billing and team management and will still be sent, even if you are unsubscribed from training and update emails.  If you don't want to receive user status emails, another user on your team will need to be made an admin, and then have them change your role from admin to a member. 

To learn how to deactivate your personal account, click here. 

","description_text":" Admins in Workast handle team management.  They are able to add new users in the admin dashboard, deactivate team members, make other users admins, and Premium (paid) teams can add guest accounts.  The default first Admin is the user who initially installed Workast or the user who first uses the app after a period of team inactivity.  You also will become an admin if you upgrade your team to Premium (paid) or create a new department within your team.  Team admins will automatically receive an email within 24 hours when team members are added or deactivated.  This is relevant to billing and team management and will still be sent, even if you are unsubscribed from training and update emails.  If you don't want to receive user status emails, another user on your team will need to be made an admin, and then have them change your role from admin to a member.  To learn how to deactivate your personal account, click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":14,"feedback_count":0},{"id":61000165258,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:54Z","category_id":61000063760,"folder_id":61000195855,"title":"Guest accounts","updated_at":"2021-01-04T23:07:45Z","description":"

Guest accounts are great for temporary vendors or contractors, where you want to give them visibility to one or more specific projects.  Team admins can now invite guests to join your team.

Guest accounts are pretty much like normal accounts but have restricted access.  Guests do not have the ability to join spaces on their own and must be invited to a space by a full member.  Once invited to a space, they have full access to the tasks within that space and can create, complete, and edit tasks.  There is no limit to the number of spaces a guest joins.  Guest accounts cannot create or archive spaces and do not have access to templates, archived spaces, or people spaces.   They also cannot access your member list in the admin dashboard.

Guest accounts are only available for paid teams, and the guest account will be charged at the same rate as a full member. Once you create a guest account, a pro-rated charge will be applied to your account until your next invoice. If you deactivate the guest account before your next invoice, a credit will be applied to your account for the unused amount of time. 

How to create a guest account: 

Please note - to change the status of a guest account to a full member, please contact us here.  Please make sure you include the guest user's name and email address. 

To learn how to activate and deactivate team members, click here. Guests are deactivated in the same way as normal members.

To learn more about the admin user role, click here.

","description_text":" Guest accounts are great for temporary vendors or contractors, where you want to give them visibility to one or more specific projects.  Team admins can now invite guests to join your team. Guest accounts are pretty much like normal accounts but have restricted access.  Guests do not have the ability to join spaces on their own and must be invited to a space by a full member.  Once invited to a space, they have full access to the tasks within that space and can create, complete, and edit tasks.  There is no limit to the number of spaces a guest joins.  Guest accounts cannot create or archive spaces and do not have access to templates, archived spaces, or people spaces.   They also cannot access your member list in the admin dashboard. Guest accounts are only available for paid teams, and the guest account will be charged at the same rate as a full member. Once you create a guest account, a pro-rated charge will be applied to your account until your next invoice. If you deactivate the guest account before your next invoice, a credit will be applied to your account for the unused amount of time.  How to create a guest account:  Go to your admin panel by clicking on the arrow next to your name in the top left-hand corner of the web app, then selecting \"Manage.\" This will open up your admin panel. Click on \"Add user\" and then \"Create guest user.\" A dialogue will open, allowing you to enter the guest user's information. Add the user's name and email address, then click \"Send invite.\" If the email is already taken and is not in the deactivated user's tab, or you want to convert an existing full member into a guest, please contact us. If you want to link this guest account with an existing slack guest account, you can enter their Slack ID. This will allow Slack guest accounts to interact with Workast through the Slack application once that has been implemented.  (To learn how to find a Slack ID, click here.) Please note that only multi-channel guests will be able to use Workast in Slack.  Single-channel guests will be able to use Workast in the web app, but will not be able to use Workast within Slack. Once the guest account is created, the guest can use their email address to log into Workast. Please note - to change the status of a guest account to a full member, please contact us here.  Please make sure you include the guest user's name and email address.  To learn how to activate and deactivate team members, click here. Guests are deactivated in the same way as normal members. To learn more about the admin user role, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":11,"feedback_count":0},{"id":61000165207,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:41Z","category_id":61000063760,"folder_id":61000195855,"title":"How to add additional users to your Workast team","updated_at":"2021-01-04T23:07:44Z","description":"

Any member* of your Slack team can be added to your Workast team. You can do so in one of three ways:

*  To learn how to add guest users to your team's Workast, click here.

Adding new users in your admin dashboard

Quick tip - if the user is not populating when you are typing in their name, check to see if they've been deactivated by clicking the \"Active\" tab and changing it to \"Deactivated.\"  To learn how to change member roles, click here.  

To learn how to deactivate a user, click here.

","description_text":" Any member* of your Slack team can be added to your Workast team. You can do so in one of three ways: In Slack - by assigning a task to the user. Learn how here. In the web app - by adding the user to a space. Learn how here. In the admin dashboard in the web app - see below. You must be a team admin to add users using this method.  To learn more about the admin user role, click here.   *  To learn how to add guest users to your team's Workast, click here. Adding new users in your admin dashboard Access your admin dashboard by clicking on the arrow next to your name in the top left-hand corner of the web app, then selecting \"Manage (Your Team.)\"  This will open your admin dashboard. Once in your admin dashboard, select \"add user.\"  You must be in the \"Active\" user view and a team admin to add a user. Begin to type the user's name in the search field, then click on their name when it populates.  You must type in at least 3 letters to begin the user search.  Quick tip - if the user is not populating when you are typing in their name, check to see if they've been deactivated by clicking the \"Active\" tab and changing it to \"Deactivated.\"  To learn how to change member roles, click here.   To learn how to deactivate a user, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":16,"feedback_count":0},{"id":61000165139,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:24Z","category_id":61000063760,"folder_id":61000195855,"title":"Why did my team get deactivated?","updated_at":"2021-01-04T23:07:43Z","description":"

We want all of our teams to use Workast daily, but unfortunately, that doesn't always happen. Users are considered inactive when they haven't interacted with Workast for 30 days or more.

For our free teams, once every member of the team is inactive, the team automatically becomes deactivated. At that point, an email is sent to the user who initially installed Workast, letting him/her know that their Workast team has become deactivated.  In that email, we explain that deactivated teams have 30 days to reinstall Workast to maintain their information. After that point, the team and all information are permanently deleted. We send another follow-up email before that 30 day period is over, to give users another chance to maintain their team information.

Why do we deactivate and delete teams?

This helps protect the privacy of teams no longer using Workast by removing their information and helps maintain the health of our database. This also maintains compliance with the GDPR.

Is there a way to prevent teams from being deactivated, even if they have periods of time when they are inactive?  

Yes! Part of the features of Workast Premium is data storage, so if your team has upgraded to Workast Premium, you don't have to worry about your team being deactivated.  If you'd like more information about the features and pricing of Workast Premium, click here.  

","description_text":" We want all of our teams to use Workast daily, but unfortunately, that doesn't always happen. Users are considered inactive when they haven't interacted with Workast for 30 days or more. For our free teams, once every member of the team is inactive, the team automatically becomes deactivated. At that point, an email is sent to the user who initially installed Workast, letting him/her know that their Workast team has become deactivated.  In that email, we explain that deactivated teams have 30 days to reinstall Workast to maintain their information. After that point, the team and all information are permanently deleted. We send another follow-up email before that 30 day period is over, to give users another chance to maintain their team information. Why do we deactivate and delete teams? This helps protect the privacy of teams no longer using Workast by removing their information and helps maintain the health of our database. This also maintains compliance with the GDPR. Is there a way to prevent teams from being deactivated, even if they have periods of time when they are inactive?   Yes! Part of the features of Workast Premium is data storage, so if your team has upgraded to Workast Premium, you don't have to worry about your team being deactivated.  If you'd like more information about the features and pricing of Workast Premium, click here.   ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000165234,"type":1,"status":1,"agent_id":61000880169,"created_at":"2020-03-04T01:30:47Z","category_id":61000063760,"folder_id":61000195855,"title":"System Requirements and Supported Browsers","updated_at":"2021-01-04T23:07:43Z","description":"

At Workast, we mirror the list of browsers supported by Slack which can be found here.  Please note that as of March 2019, Slack changed its minimum browser requirements.  As Workast uses the sign-on with Slack login function, Workast's minimum browser requirements also changed at that time.  

Supported browsers

Operating system requirements

","description_text":" At Workast, we mirror the list of browsers supported by Slack which can be found here.  Please note that as of March 2019, Slack changed its minimum browser requirements.  As Workast uses the sign-on with Slack login function, Workast's minimum browser requirements also changed at that time.   Supported browsers Chrome - version 66 and newer Firefox - version 52 and newer Safari - 10.1 and newer Internet Explorer - no longer supported Edge - Version 41 and newer Operating system requirements Mac - OS X 10.9 or later Windows - Windows 7 or later Linux - Ubuntu LTS releases 16.04 or later (beta) Linux - Fedora 26 or later (beta) Linux - Red Hat Enterprise Linux 7.0 or later (beta) iOS - iOS 10.0 or later Android - Android 4.4 or later ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":2,"feedback_count":0},{"id":61000165209,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:42Z","category_id":61000063760,"folder_id":61000195855,"title":"How to export your tasks (JSON file) ","updated_at":"2021-01-04T23:07:42Z","description":"

You can request a file export of tasks that you have created once every 24 hours. The JSON export will include removed tasks, attachments, and task comments.

To request a file export:

","description_text":" You can request a file export of tasks that you have created once every 24 hours. The JSON export will include removed tasks, attachments, and task comments. To request a file export: Click on your name in the top left-hand corner Workast web app. Select \"Preferences,\" which will open your preferences page. Scroll down to \"Download My Data.\"  Click on the green \"Generate Report\" button. You will receive a dialogue stating that a report is being generated and that it will be emailed.  An email will be sent shortly (generally within 10 minutes) with a link to your file export. The link is only valid for 6 hours from the time the file export request was made, so we suggest that you save the file export immediately.   ","seo_data":{"meta_title":"How to export your tasks (JSON file) ","meta_description":""},"tags":["export","json"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":5,"feedback_count":0},{"id":61000165221,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:45Z","category_id":61000063760,"folder_id":61000195855,"title":"How to login to Workast via email ","updated_at":"2021-01-04T23:07:42Z","description":"

To sign in to Workast via email:

","description_text":" To sign in to Workast via email: On the Workast login page, select \"Sign in via email.\" Enter your email and then click the green \"Send code\" button. Check for an email from Workast.  (If you don't see it within a couple of minutes, check your spam folders.) Enter the code and click \"Submit\" to login. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165232,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:47Z","category_id":61000063760,"folder_id":61000195855,"title":"How to deactivate or delete your account","updated_at":"2021-01-04T23:07:41Z","description":"

We're constantly striving to improve Workast, and we hope that everyone that uses our app loves it as much as we do. 

 However, different people have different needs, and if it turns out that Workast isn't working for you, here's what you can do:

To delete your personal Workast account

If the above information doesn't help, and you still want to remove your account, here's how to do it:

Please note - deactivating your account does NOT cancel a paid Workast Premium subscription. To learn how to cancel your paid subscription, click here.

If you want to know how to delete the Workast app from your team's Slack, click here.

","description_text":" We're constantly striving to improve Workast, and we hope that everyone that uses our app loves it as much as we do.   However, different people have different needs, and if it turns out that Workast isn't working for you, here's what you can do: Don't like the notifications? It's easy to turn them off or change your notification preferences - click here to learn how. Don't like the training emails?  We understand; some people love the extra help, some don't.  Simply click the unsubscribe link that's at the bottom of every single email. Feeling overwhelmed and not sure where to start?  Check out our quick start guide to help get you going. Still have questions and can't find the answer? Send in a ticket request. To delete your personal Workast account If the above information doesn't help, and you still want to remove your account, here's how to do it: Log in to the web app here.  (Even if you've only used Workast in Slack, you must log in to the web app to delete your account.) Click on the arrow next to your name in the top left-hand corner and select \"Preferences.\"  The preferences screen will open. Scroll down to \"Deactivate my account.\"  Click on the red \"Deactivate my account\" button and confirm. You will completely lose access to Workast, will not be able to interact with the Workast application in Slack, and no one will be able to assign you tasks.  Should you wish to use the app again, your team admin will have to reactivate you as shown here. If you are the only admin on your team, you'll have to add another admin before you can deactivate your account, or deactivate your entire team. Please note - deactivating your account does NOT cancel a paid Workast Premium subscription. To learn how to cancel your paid subscription, click here. If you want to know how to delete the Workast app from your team's Slack, click here. ","seo_data":{"meta_title":"How to deactivate or delete your account","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":31,"feedback_count":0},{"id":61000165233,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:47Z","category_id":61000063760,"folder_id":61000195855,"title":"How to delete or uninstall your Workast team","updated_at":"2021-01-04T23:07:41Z","description":"

We're constantly striving to improve Workast, and we hope that everyone that uses our app loves it as much as we do. 

However, different teams have different needs, and if it turns out that Workast isn't for you, here's our quick, easy, and GDPR compliant way to remove your Workast team:

*Important note for Workast Premium subscribers - you must still cancel your Premium subscription. Removing the Workast application from your team's Slack will not cancel your paid subscription. To learn how to do so, click here.

If you want to learn how to delete or deactivate your personal Workast account, click here.

","description_text":" We're constantly striving to improve Workast, and we hope that everyone that uses our app loves it as much as we do.  However, different teams have different needs, and if it turns out that Workast isn't for you, here's our quick, easy, and GDPR compliant way to remove your Workast team: Remove the app from your team's Slack workspace.  To learn how to remove a Slack app, click here.   You will receive a confirmation email that your Workast team has been removed from Slack.  If your Workast team is not accessed again in the next few days in the web or mobile application, it will be set for automatic deletion.   We do not need to be contacted to request team deletion - this process is automatic and will permanently delete your full team record. (We cannot restore deleted team information.) *Important note for Workast Premium subscribers - you must still cancel your Premium subscription. Removing the Workast application from your team's Slack will not cancel your paid subscription. To learn how to do so, click here. If you want to learn how to delete or deactivate your personal Workast account, click here. ","seo_data":{"meta_title":"How to delete or uninstall your Workast team","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":2,"hits":45,"feedback_count":0},{"id":61000165241,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:49Z","category_id":61000063760,"folder_id":61000195855,"title":"How to manage users in your team (including deactivating users and adding admins)","updated_at":"2021-01-04T23:07:40Z","description":"

Workast offers a team management dashboard for viewing team activity and for managing member roles.  Although all full team members can view the dashboard, only admins can manage member roles. The user who downloaded the app for the team will automatically become the first team admin. 

To learn how to add guest accounts, click here.

Accessing your team's dashboard

You can access the team dashboard by clicking on your name in the top left-hand corner of the web app, and selecting \"Manage (Your team.)\"  

Navigating the admin dashboard

Your admin dashboard will show you all of the users in your current Workast department. There are three different user categories that can be viewed in the dashboard:

Results can be viewed in either ascending or descending order by alphabetical order.  To change user type views, click on the \"Active\" button and select the user category that you would like to see. To change between ascending and descending order, click on the Ascending/Descending button.

Changing user status

User status can be changed by members with admin privileges only, and you cannot amend your own status. The following changes can be made:

*Please note: By deactivating a member, they will lose access to your team's Workast website, be removed from all spaces, and will be signed out the web app the next time they take any action on the page, or when the page is refreshed.  Should a deactivated user become reactivated, they will still be removed from the individual spaces in which he/she was a member, and will need to be re-added. 

To change a user's status, an admin can do the following:

To learn how to add additional users to your Workast team, click here.

If you want to change a full member to a guest account or change a guest account to a full member, please contact us and let us know, including the user's name and the email address that they use to log in to Slack.

","description_text":" Workast offers a team management dashboard for viewing team activity and for managing member roles.  Although all full team members can view the dashboard, only admins can manage member roles. The user who downloaded the app for the team will automatically become the first team admin.  To learn how to add guest accounts, click here. Accessing your team's dashboard You can access the team dashboard by clicking on your name in the top left-hand corner of the web app, and selecting \"Manage (Your team.)\"   Navigating the admin dashboard Your admin dashboard will show you all of the users in your current Workast department. There are three different user categories that can be viewed in the dashboard: Active - the default view showing all users in your department who have used Workast and who have not been deactivated. Deactivated - users whose accounts have been deactivated either by an admin or if their Slack account has had a status change.  Deactivated users cannot access the team's Workast. Admin - only those who have administrative access. Results can be viewed in either ascending or descending order by alphabetical order.  To change user type views, click on the \"Active\" button and select the user category that you would like to see. To change between ascending and descending order, click on the Ascending/Descending button. Changing user status User status can be changed by members with admin privileges only, and you cannot amend your own status. The following changes can be made: Changing a member to an admin Changing an admin to a member Deactivating a team member or guest Reactivating a team member or guest *Please note: By deactivating a member, they will lose access to your team's Workast website, be removed from all spaces, and will be signed out the web app the next time they take any action on the page, or when the page is refreshed.  Should a deactivated user become reactivated, they will still be removed from the individual spaces in which he/she was a member, and will need to be re-added.  To change a user's status, an admin can do the following: Click on the ellipsis (3 dots) to the right of the user's name.   Available options to change their status will appear.  Click on the option that you would like to select. A dialogue will open, reminding you of the change that will occur, and asking you to confirm the action.  When you deactivate a user, you are also asked to select the reason the user is being removed. Press \"OK\" or \"Deactivate\" to confirm the change, or \"Cancel\" to cancel the action. To learn how to add additional users to your Workast team, click here. If you want to change a full member to a guest account or change a guest account to a full member, please contact us and let us know, including the user's name and the email address that they use to log in to Slack. ","seo_data":{"meta_title":"How to manage users in your team","meta_description":"Learn how to activate and deactivate users, and change users to team admins"},"tags":["add users","manage","activate","deactivate"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":37,"feedback_count":0},{"id":61000165274,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:58Z","category_id":61000063760,"folder_id":61000195855,"title":"How to change your team name or domain","updated_at":"2021-01-04T23:07:39Z","description":"

Updating your Slack team name will automatically update your Workast team name to match. Please allow up to 24 hours for the change to fully sync. However, if you want to change your team name to something different, or want to update your workast.io domain, we'd be happy to help.

Team name and domain name changes have to be done manually by our team.  To request a team name and/or domain name change, we'll require the following information sent by a team admin

This information can be sent in a ticket by emailing support@workast.com.

*Please note that domain changes affect your existing task links. We will go over how your task links will be impacted with you before completing the change.  Team name changes do not affect task links and can be processed immediately.  

","description_text":" Updating your Slack team name will automatically update your Workast team name to match. Please allow up to 24 hours for the change to fully sync. However, if you want to change your team name to something different, or want to update your workast.io domain, we'd be happy to help. Team name and domain name changes have to be done manually by our team.  To request a team name and/or domain name change, we'll require the following information sent by a team admin Your current team name Your current workast.io/com domain (yourteamname.workast.io/com) Your new team name If you'd like your workast.io/com domain changed, and if so, what you'd like it changed to This information can be sent in a ticket by emailing support@workast.com. *Please note that domain changes affect your existing task links. We will go over how your task links will be impacted with you before completing the change.  Team name changes do not affect task links and can be processed immediately.   ","seo_data":{"meta_title":"How to change your team name or domain","meta_description":"Instructions on how to change your team name or domain"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000276126,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-24T18:12:50Z","category_id":61000063760,"folder_id":61000195855,"title":"How to customize Workast notifications and daily reminders in Slack","updated_at":"2021-01-04T23:07:39Z","description":"
  1. Login to Workast using your Slack credentials.
  2. On the top left-hand corner, click on your name, then select \"Preferences.\"
  3. Here you can customize which notifications are sent to you through Workast in Slack or via email.

Daily reminders

Daily reminders are tasks that are assigned to you in a space/channel or on your personal to-do list that are:

They can also include tasks:

The reminder messages are received via Workast through a direct message on Slack.

Here is more information on daily reminders.

How to turn on daily reminders

When the \"Send via Slack\" switch is to the right and shown in red, daily reminders are ON.

There are 4 options to customize when and what daily reminders you receive:

How to turn off all daily reminder notifications

When the \"Send via Slack\" switch is to the left and shown in white, daily reminders will be turned off.

How to customize or turn off notifications

Notifications are received either in the Workast bot channel in Slack or via email. All notifications in Slack are turned on by default, whereas notifications via email are turned off by default.

Here are the notifications explained:

*Quick tip - You automatically follow any tasks that you created or are assigned.  To learn more about following tasks, click here. 

Having the switch to the right and showing in red indicates that a notification is turned on.  Having the switch to the left and showing in white indicates that a notification is turned off.  

You can also choose when you are reminded about an upcoming task that is due.  The default reminder is set at 30 minutes before the due time.  Click on the arrow and scroll up or down to adjust the due time.  If you don't want to be reminded when a task is due, select \"Never.\"  

","description_text":" Login to Workast using your Slack credentials. On the top left-hand corner, click on your name, then select \"Preferences.\" Here you can customize which notifications are sent to you through Workast in Slack or via email. Daily reminders Daily reminders are tasks that are assigned to you in a space/channel or on your personal to-do list that are: Due today or overdue They can also include tasks: That you have assigned to others Due in the future  The reminder messages are received via Workast through a direct message on Slack. Here is more information on daily reminders. How to turn on daily reminders When the \"Send via Slack\" switch is to the right and shown in red, daily reminders are ON. There are 4 options to customize when and what daily reminders you receive: Days - The days of the week highlighted in red indicate which days of the week you will receive your daily reminders.  S M T W T F S represents the days of the week. i.e Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday. Time of the day - The time you receive your reminders.  Click on the arrow and scroll up or down to adjust the time.   You can double-check your timezone setting at the top of the settings page.   Include tasks assigned to others - when the switch is to the right and shown in red, this option is turned on.  When the switch is to the left and shown in white/grey, this option is turned off. Include tasks due in the next - you can choose to also be reminded about tasks due in the upcoming 1-7 days.  Click on the arrow to choose the option you prefer.  If you only want to be notified about tasks due today or overdue, set this option to \"None.\" How to turn off all daily reminder notifications When the \"Send via Slack\" switch is to the left and shown in white, daily reminders will be turned off. How to customize or turn off notifications Notifications are received either in the Workast bot channel in Slack or via email. All notifications in Slack are turned on by default, whereas notifications via email are turned off by default. Here are the notifications explained: Due date is updated - When a task you are following has a due dated added or updated. The task is completed - When a task you are following is completed. New comments - When another user comments on a task that you are following. Assigned to a task - When you are assigned a task, so you know you have work to do *Quick tip - You automatically follow any tasks that you created or are assigned.  To learn more about following tasks, click here.  Having the switch to the right and showing in red indicates that a notification is turned on.  Having the switch to the left and showing in white indicates that a notification is turned off.   You can also choose when you are reminded about an upcoming task that is due.  The default reminder is set at 30 minutes before the due time.  Click on the arrow and scroll up or down to adjust the due time.  If you don't want to be reminded when a task is due, select \"Never.\"   ","seo_data":{"meta_title":"How to customize Workast notifications and daily reminders in Slack","meta_description":""},"tags":["daily reminders","Notifications","slack","workast"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":9,"feedback_count":0}],"category":{"id":61000063760,"name":"Step by Step","description":"View our step by step articles on how to use Workast here","created_at":"2020-02-27T22:51:24Z","updated_at":"2020-08-06T19:57:16Z"},"folder":{"id":61000195855,"name":"Account Management","description":null,"visibility":1,"created_at":"2020-05-07T23:03:54Z","updated_at":"2020-05-07T23:03:54Z"}}}}