01. Your First Steps with Way We Do
Explore "Your First Steps" to quickly learn the essentials and become a pro in no time!
By Dan and 1 other2 authors90 articles
- Update Your Personal Details in Way We Do
- Updating your personal details
- Adding Work Hours
- Adding or updating company contact details
- Changing Your Company Name in the Header of Way We Do
- Inserting a Logo into the Header of Way We Do
- Sign In Page Background Image
- Setting up your branding within Way We Do
- Setting up your default email on your device
- Admins, Editors and Users Overview - What can be done at each permission level?
- Who can create, edit or publish a procedure?
- Non-email login
- Creating an organization (organisation) chart
- Assign Names to Roles on the Organization (Structure) Chart
- Writing role descriptions
- Attach Files to Role Descriptions
- Edit Role Descriptions
- Terms to Know: Process, Procedure, Reminder, Checklist
- What Is An Activated Checklist?
- What are Activated Checklists used for?
- Create an Activated Checklist / Step by Step Workflow
- What is an Activated Checklist Instance, and how do I set one up?
- Assigning roles to procedures & checklists
- Time Zones and Time and Date Stamps
- Account Section Overview
- Tips for Selecting a New Password
- Single Sign On
- Microsoft Azure Active Directory Single Sign-On Setup
- Adding your team members as new users
- G Suite for Business Single Sign-On Setup
- How to Change Your Password
- How to Retrieve a Forgotten Password
- Updating your password
- Why haven't I received the email to reset my password?
- Two Factor Authentication (2FA)
- Create Role Description Templates
- Print Organization Chart
- Why should you add each team member to your manual on Way We Do?
- Changing or adding responsibilities for an existing Team Member
- How to log Into a Way We Do Account
- How to Change Your Email Address
- How do I move a role from one org chart to another?
- How do I change the order of the roles in my org chart list?
- How to Activate Your Account on Way We Do
- How can I re-invite users to Way We Do?
- How to Upload a Large List of Users Into Way We Do
- How do I create more than one Organization Chart?
- How to Start and Use an Activated Checklist
- Email Notifications in Way We Do
- How do I retrieve or restore content I accidentally deleted?
- How to Report Bugs to Way We Do
- Employee offboarding / leaving the business
- How to Abandon an Activated Checklist Instance