Dashboards allow you to tailor your welcome screen for your internal teammates. The simple page will direct them to specific platform actions that are relevant to their role.


Teams allow you to group your internal talent and drive system access to tasks or payments based on their assigned team. 

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Teams and Dashboards can be built to direct the user to a specific action needed within a module. This decreases click time and increases the speed of getting a task accomplished. 


Dashboards can include default options readily available in your platform, or you can create a custom action that links to a specific page that applies to your team! Please read below to learn how easy it is to increase productivity with Worksuite!


Dashboards

Dashboards can be segmented by staff function with the creation of Teams. For example, you could enable a unique dashboard for analysts and another for your hiring managers when creating a team. 



When creating a dashboard, you'll be presented with a list of pre-defined actions. You also have the option to create a custom action if needed. For an action to be possible, you will need the URL of the module action. The button on the dashboard will link directly to that module action.

The dashboard can also be customized by including a welcome note and a description of the actions.


Creating Dashboards

  1. Navigate to Settings and select Dashboards
  2. Click Add new dashboard
  3. Complete the fields for naming the dashboard (hint: use something that pertains to the team function), add a welcome note, and select the appropriate actions to add to the dashboard




Note: You can create multiple dashboards, but each team with be assigned to a single dashboard.

Teams

You can create multiple teams within your Worksuite platform. In general, each team performs a specific set of actions regarding managing your talent. 


Use case: Your organization has several types of users (content creators, finance team members and talent managers). Each user type can be placed in a team with an associated dashboard that highlights the daily actions they take.


Creating Teams

  1. Navigate to Settings and select Teams
  2. Click Add new team
  3. Complete the fields for naming the team (hint: use something that pertains to the team function)



While assigning a dashboard to a team, you have the option to mark the team as default. This means whenever a new user is added, they will be assigned to this team.



When you've created your teams, you can navigate to the 'Teammates' tab on your settings page to add each user to their corresponding team. 


Note: Multiple teams can be created, but each teammate can be assigned to one team.


Based on the actions selected in the dashboard for the team, a dashboard page with the action will be available to your team members.



Note: Individual permissions must be set so the dashboard action is possible. If an individual does not have permission to take the desired action, it will not appear on their dashboard.


Using Teams to control User Permissions


Ready to segment and control visibility of contractor task and invoice data? Using Teams, you can restrict a user from viewing a task or invoice outside of their respective team. 


  1. Start by setting up your teams and assigning each user to a Team. 
  2. Navigate to User Permissions and select the permissions that suit your organization. We recommend reaching out for help if you need it! See the screenshot below for a recommended setup. 
  3. Assign your projects and tasks to a team. 





Contact your Account Manager for any questions or help you need on this feature.

Information on setting permissions and user roles:


Permissions & Access