gET STARTED
Set Up Introduction
This WorkDash video guides you through the basic setup and configuration of the software. Located under Organisation Settings, this section acts as the central hub of the platform, enabling you to customise your subscription to suit your specific needs.
Organisation Profile Setup
This WorkDash video guides you through setting up the Organisational Profile within the software. Found under Organisation Settings, this section is the core of the system, where you can customise your subscription to suit your exact preferences.
Subscription Setup
This WorkDash video walks you through the Subscription setup within the software. Located under Organisation Settings, this area acts as the control centre, allowing you to tailor your subscription exactly to your requirements.
Tags Setup
This WorkDash video guides you through the process of setting up and using tags within the software.
Found under Organisation Settings – the central hub of the platform – this feature allows you to customise how tags are created and applied, helping you tailor your subscription to suit your organisation’s specific needs.
Permission Setup
This WorkDash video walks you through the process of setting up user Permissions within the software. Found under Organisation Settings – the central hub of the platform – this feature allows you to configure access levels to suit your business needs.
With Permissions, you have complete control over how users interact with WorkDash and what information they can view or modify. It’s ideal for granting tailored access to customers, suppliers, staff, and external consultants. You can also assign department-specific access for roles like Health & Safety, HR, and Finance Managers, ensuring everyone only sees what’s relevant to them.