Account & Organization
Accounts, organizations, org units, users, roles, and permissions.
15 articles
Org Structure
How accounts, organizations, and org units relate to each other.
- All about Organizational UnitsOverview of all Organizational Unit configuration tabs and settings.
- All about OrganizationsHow Organizations work, their tabs, and their link to Org Units and assets.
- How to create an Organization or Organizational UnitHow to create Organizations and Organizational Units in wxrks.
- Accounts, Organizations and Organizational UnitsExplains the Account, Organization, and Org Unit hierarchy.
- My Account ConfigurationsOverview of account, MT, and domain settings in My Account.
Users, Roles & Permissions
Manage users, assign roles, and control permission groups.
Workflow & Field Config
Configure custom workflows, custom fields, and segmentation rules.
- Managing Your Custom WorkflowsHow to manage workflow steps and file-type recommendations.
- All About Custom FieldsHow to create, use, and filter by custom metadata fields on entities.
- All about Segmentation Ruleswxrks's default segmentation rules and how to customize via SRX file.
- Configure consolidated allocation notification templatesHow to configure consolidated vendor notification email templates.
Workspace Preferences
General settings, Zen Mode, and PM timesheets for your workspace.