Product Updates
Managing your team's access is now easier than ever with WorkplaceOS's enhanced User Management feature. Whether onboarding new users or fine-tuning individual permissions, you’ll have full control with streamlined tools to assign roles, set product-specific access, and manage passwords. With just a few clicks, you can save time and ensure your team has exactly the access they need.
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What's New?
- With our new User Management feature, clients can now manage their team’s access and roles. There are three types of users:
- Super Admin: Full access and control to manage everything.
- Admin: Ability to manage users and access most features, with some restrictions.
- Viewer: View-only access to assigned products in the platform.
- Key Features:
- Create and Edit Users: Easily add new team members and update existing profiles.
- Granular Permissions: Set personalized access for each user based on their role.
- User Deactivation: Quickly remove access for departed team members.
- Password Management: Reset passwords and onboard new users securely.
- Product-Specific Access: Assign specific access to products like Transaction Management, Portfolio Management, and Workplace Analytics.