Contents
Service: WorkstyleOS Portal
Worker: General users
This page explains how to register and edit workers on the WorkstyleOS Portal.
💡 NOTE
This page illustrates how to register and edit workers one by one.
You can also register and edit workers in batch with a CSV file.
Please refer to [Registering Multiple Workers in Batch.]
What is a "Worker"?
We call a WorkstyleOS user account as a "worker".
The administrator can register, edit, and delete workers (as discharged workers) on the WorkstyleOS Portal.
Workers screen
the list of workers
Click on [Organization] > [Workers] on the side menu of the the WorkstyleOS Portal.
You will find workers screen and display a list of workers registered on WorkstyleOS.
Workers screen display
| Items | Description |
|
① |
Search for workers with their name or email address. |
|
② |
②-1: Open the Create Worker screen. |
|
③ |
The list of workers is displayed. |
| ④ | Open a worker's edit screen. |
| ⑤ |
You can select whether to display or non-display the items (row) displayed on the list of workers and rearrange them. Reloading the screen resets the setting itself. |
| ⑥ |
Specify the number of workers to be displayed on one screen. |
|
⑦ |
The number of data items is displayed. If more workers are registered than the number of workers that can be displayed on a page, you can move to a next page. |
Display items on the list of workers
| Items | Description |
|
Icon |
Display a worker's icon. |
|
Permission |
Display a worker's permissions. |
|
Name |
Display a worker's name (family name + last name). |
|
|
Display a worker's email address. |
|
Groups |
Display the groups to which the worker belongs.
|
|
Accounts |
Display icons for external services that are linked to the account. |
|
Extension Phone |
Display the extension phone number of the worker. |
|
AppleID |
Display a worker's AppleID. |
|
(Worker)Code |
Display the (worker) code of a worker is displayed. |
to display.
Workers creation screen
Click [+ ADD NEW] > [Workers] in the upper right corner on the WorksytleOS Portal.
Setting items for a worker
⚠️ ATTENTION
・Fields marked with an asterisk (*) are required.
・Duplicate registration of email addresses is not allowed.
・You need to register a group first if you want to use the group settings.
| Item | Description |
|
Family name (*) |
A worker’s family name |
|
Given name |
A worker’s given name |
|
Family name ruby |
Phonetic family name |
| Given name ruby |
Phonetic given name |
| Display name |
Display name of a worker |
| Search key |
Search ket for a worker ※Available on the ACALL RECEPTION. |
|
E-mail (*) |
Duplicate registration is not allowed. |
| Apple ID |
Apple ID for FaceTime notification on the ACALL RECEPTION |
| Phone number |
Phone number for SMS notification ※Available on the ACALL RECEPTION. ※Please refer to [Receiving Visitor Notifications via SMS] |
| Voice notification phone number |
Phone number for voice notification ※Please refer to [Receiving Visitor Notifications as Voice Notifications] |
| Extension number |
Extension phone number to be notified ※Available on ACALL RECEPTION. ※Please refer to [Calling Using Cloud PBX] and [Calling with On-Premise Extensions] |
| (Worker) code |
Code of a worker |
| Password (*) |
Password for a worker's Login |
|
Permission (*) |
Permissions of workers (General users/Administrator/Multi-tenant administrator) |
| Select groups |
Worker Groups |
| Worker message |
A worker message |
| Chatwork account ID |
Chatwork account ID to link workers to chat |
| Teams Webhook URL |
Microsoft Teams Webhook URL to link workers to chat |
| LINE WORKS ID |
LINE WORKS ID to link workers to chat |
|
Slack |
Slack user ID to link workers to chat |
| Google Workspace account |
Google Workspace account to link workers to calendar or chat |
| GoogleChat Webhook URL |
Google Chat Webhook URL to link workers to chat |
| Microsoft365 account |
Microsoft 365 account to link workers to calendar. |
| CC |
A worker who receive visitor notifications on the ACALL RECEPTION via CC. |
|
Icon |
A worker profile image displayed on WorkstyleOS |
|
Additional information |
A worker's Information and Notes |
Register a Worker
Click [+ ADD NEW] > [Workers] in the upper right corner on the WorksytleOS Portal.
Fill in the worker information on the new creation screen and click on [Create].
See [Workers creation screen] for an explanation of the each items.
New workers will displayed on the list of workers.
Edit worker information
💡 NOTE
This page explains how administrators can edit workers.
Workers with general permission only can also edit their own settings on their screen.
Please refer to [Using My Page].
Click [Organization] > [Workers] to open the list of workers screen on the side menu of the WorkstyleOS Portal.
Click the [edit] icon of the worker you want to edit to open the worker's edit screen.
Click [UPDATE] after filling in the items you want to change.
Delete a worker
Discharge a worker
On the side menu of the WorkstyleOS Portal, click [Organization] > [Workers] to open the list of workers screen
Click the [edit] icon of the worker you want to edit to open the edit workers screen.
Click [DISCHARGE].
Confirm the pop-up display and click [WORKER RESIGNATION].
Workers who have been classified as discharged workers will not appear on the list of workers.
If you want to find the workers' information about discharged worker, turn on the [show discharged users] button in the three dots displayed in the upper right corner of the screen.
⚠️ ATTENTION
Once the workers have been classified as discharged worker,
the information about it will remain and you will not be able to delete it.
Cancel a worker resignation
On the side menu of the WorkstyleOS Portal, select [Organization] > [Workers] to open the list of workers screen.
Turn on the [show discharged users] button in the three dots displayed in the upper right corner of the screen for showing the workers who have been classified as discharged worker.
Click [Worker Reinstatement] icon of the worker.
Confirm the pop-up display and click [OK].
Comments
0 comments
Article is closed for comments.