Personalize Way We Do. All articles related to your initial set up to make the most of your platform
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