Workstorm for Administrators

The site administrator guide is designed to help new Admins get up to speed quickly, customize account settings, enable securities and set user functionalities.

Learn how to manage user access and permissions within Workstorm.

Learn how to navigate and manage Workstorm's hierarchy of user permissions.

Learn how to conduct an audit on members of a company and Streams, as well as export the data for compliance purposes.

Learn how to set custom Retention Policies, including expiration and legal holds, on conversations and Streams.

Learn how to create, add members to, and enable a Stream.

Learn how a Stream Admin can create new Channels within their Stream.

Learn how to create optional or required Custom Fields for Tasks in your Stream.

Creating, managing and utilizing integrations in Workstorm.

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.