
Workstream Account & Profile Management
19 articles
- Add and manage a department
- Add and manage a location
- Create custom fields
- Create a new evaluation plan
- Set up evaluation plans
- Update evaluation plans
- Manage roles and permissions
- Add and edit roles and permissions
- Add, edit, and activate users
- Restrict visibility based on location
- View a team member's last sign-in
- Add and manage tax entities (EIN)
- Update your personal details
- Manage multiple accounts
- Set up notifications
- Set reapplication limits
- Create and manage an export template
- Manage your generated export files
- Use the data exporting tool
