For Admins

Welcome to WorkZappy!

This guide will help you master managing your organization in WorkZappy.

1. General Setup

Go to Organization Management to modify your organization’s logo and name.

note

Custom Logo is only available with our standard plan, or higher.

2. Manage Members

• Invite New Members. Click the Quick Invite icon in the lower left of your screen to invite new members.
• Approve requests to join. Members who request to join WorkZappy using a team link can only join your organization after you approve them.
• Create Member Groups. Group members by their functions or project teams to better coordinate your resources.
• Remove or disable member account. When members leave your organization, remove or disable their accounts to keep your data safe.

3. Roles and Permissions

Make someone else the organization admin, and allow them to assist with organization management like member management or integration settings.

• Convert a member to Organization Admin. Modify the member's role to Organization Administrator in Members List.
• Permission Setting. Give each role different access permissions to features.

4. Apps and Integrations

Integrate more tools with WorkZappy and empower your team to see all the data in one place.

This gives your team one source of truth, and makes collaboration even more efficient.