As an Administrator you have access to additional functionality to those of a Manager or Employee.
Getting Started
- Signing in
- Re-setting your password
- Navigating around WorkInConfidence
- Setting Out of Office for yourself and others
I want to…
- Start a New Conversation
- Continue or Close a Conversation
- Change the Category of a Conversation
- Learn more about my Inbox
- Deal with an Inappropriate Conversation
- Assign different roles to users
- Automatically Close Stale Conversations
- Make Conversations available for viewing by all Managers
- Change my password or email address
- Unlock my account
Administering WorkInConfidence
- Promoting the System
- Managing Managers and Administrators
- Uploading New Users and Removing Leavers
- Customising the System – Look and Feel
- Customising the System – Settings
- Granting Support Access
- Allowing users to register without an email address
Administering Anonymous Conversations
Administering Surveys
Module Roles: Survey Manager, Survey Admin
NOTE: Surveys become active automatically when they are completed for the first time.
- Restricting who can Create Private Surveys
- Sending Survey Reminders
- Personalised Colours for Surveys
- Survey Analysis
- Sentiment Analysis using AI
- Survey Question Types
Administering Case Management
Module Roles: Cases Manager, Cases Admin
- Managing your Sources
- Managing your Fields
- Linking a Feedback Survey
- Restricting who can View Cases
- Allowing staff members to raise cases openly
- Transferring Cases
- Closing Cases (dashboard action)
- Case Title Editing
- Linking a feedback survey (requires surveys module)
- Managing Templates
Administering Discussion Boards
- Managing Discussion Boards
- Enabling Discussion Boards for Your Organisation
- Moderating Discussion Board Threads and Comments