Site Administrator Guide The site administrator guide is designed to help new Admins get up to speed quickly, customize account settings, enable securities and set user functionalities.
Overview: User Access and Permissions Learn how to manage user access and permissions within Workstorm.
How to Manage User Permissions Learn how to navigate and manage Workstorm's hierarchy of user permissions.
How to Audit and Export Data for Compliance Learn how to conduct an audit on members of a company and Streams, as well as export the data for compliance purposes.
How to Set Custom Retention Policies Learn how to set custom Retention Policies, including expiration and legal holds, on conversations and Streams.
How to Create Custom Task Fields Learn how to create optional or required Custom Fields for Tasks in your Stream.
How to Integrate an app with Workstorm using Zapier Need to integrate Workstorm with an app? Here's how to use Zapier to create a webhook to post messages to one of your team conversations.