This guide covers:
- functionalities only Account Administrators have access to
- what the most accessed features are and where they're manged
If you're wondering if you are an Account Administrator, check the bottom left corner of Wdesk Home. If there's an Admin option under your username, you are an Account Administrator.
Generally speaking, being an Account Administrator means you have greater control and visibility into account activity. More specifically, you can do things like reset passwords, set permissions for all account files, and request additional or upgrade existing licenses as needed. In some instances, you can also override actions taken by other users. The following sections cover the areas of the Admin panel used most often.
This shows your key account information, but it's also where you can go to add licenses. Once you fill out the details of what seat(s) you need on the Add Seats page, a notification will be sent to your account representative to get in touch. You will not be automatically billed.
The General tab under Settings is where you go to manage two key things:
Time zone - this is important for time stamps across the account, task due dates, etc.
Timeframe used to bundle notifications—for example, if a user is mentioned in 17 directed comments, they'll get one notification email (instead of 17 individual notifications) depending on the time period specified.
Under People you can reset passwords and add new members.
To reset users' passwords or edit anything related to their license, click Edit or More next to their user name to choose what you'd like to do.
To add members, click the green Add Member button or Import Members (if you have multiple people to add).
The Add Support button is for adding users from Workiva—if, for example, you'd like someone to take a look at your links or troubleshoot something for you. Support members don't count against your licenses.
People is also where to go to create and manage groups—e.g. the Accounting team, Finance team, or a select group of executive reviewers. This allows users to send things like reviews and directed comments to multiple people at once.
Within the Content tab, you can copy entire projects or single documents. Just click the name of the project or document you'd like to copy, and select the Copy button from the next screen.
Copying works similarly whether you choose a whole project or just one document and offers these advantages:
- It keeps permissions intact. The copied project or document will have the same permissions as the original—you can edit them, but there's no need to start from scratch.
- You can continue working in Wdesk while the copy is being made—it runs in the background so you can continue with other work.
- You can choose whether to keep or discard other elements, like comments, supporting documents, outline labels, and original source links.
Wdesk users who are not Account Administrators have other options available for copying things (i.e. the export/import method), but this doesn't include the benefits above. If a member of your team is starting a new project or document based on a previous one, it may be helpful to check if they'd like something copied.
Check out the following Help articles for more detailed instruction on each topic.