Advanced Tools
Use the Advanced Tools module to configure different tools such as agents, calendars, and databoards. It contains the following submodules:
- Ad-hoc Import
- Agent Log
- Agent Setup
- Calendar Sync
- Conversation & Notification Setup
- Conversation Groups
- Custom Translation
- Databoard Export Scheduling
- Databoard Statistics
- Databoards
- Email Log
- Employee Email Sync
- External Reference Setup
- IP Allowlist Setup
- License Management
- Notification Email Texts
- Session Log Overview
- Settings Export/Import
- User Access Rights
- Related Topics:
- Ad-hoc Import
Use Ad-hoc Import under Settings to mass import data such as clients, skills, and zip codes. This is particularly useful after setting up your system for the first time and you need to upload data that's too tedious to do so one at a time. - Agent Log
Use Agent Log under Settings to view the audit log of agents that were run and the details of what happened. You can filter the information that you want to see on the log. - Agent Setup
Use Agent Setup under Settings to determine which agents will run and how often. In WorkBook, an agent performs tasks in the background and then sends a notification or email message to an identified person. You can add, delete, run, and edit the parameters of agents. You can also add, delete, and enable schedules of selected agents. - Calendar Sync
Use Calendar Sync under Settings to import and synchronize calendar appointments and tasks between Outlook, Google, and WorkBook. You can edit actions, add absences, and open calendar sync logs of selected employees. - Conversation & Notification Setup
Use Conversation & Notification Setup under Settings to configure notifications for conversations within WorkBook. You can run and edit the parameters of notification processes, remove warnings, and add, delete, and enable schedules of selected notification processes. - Conversation Groups
Use Conversation Groups under Settings to configure conversation groups. In WorkBook, conversation groups work like a mailing list for your conversations. You can add and remove conversation groups. You can also add and remove employees and contacts to and from selected conversation groups. - Custom Translation
Use Custom Translation under Settings to configure the custom translation of strings in WorkBook. You can add and edit the custom translations of source strings in WorkBook. You can also update the Language Layer Lookup Table, export translation tables, and import translations from external sources. - Databoard Export Scheduling
Use Databoard Export Scheduling under Settings to schedule the export of databoard information to your selected storage provider. You can add, delete, and edit databoard export schedules. - Databoard Statistics
Use Databoard Statistics under Settings to view the audit log of databoards that were run and the details of what happened. You can filter the information that you want to see on the log. - Databoards
Use Databoards under Settings to configure databoards. You can create, duplicate, delete, and enable databoards. You can also create, delete, and rename databoard views, add and delete databoard parameters, and add and remove access type records. - Email Log
Use Email Log under Settings to view the audit log of email messages that were downloaded into your WorkBook account. - Employee Email Sync
Use Employee Email Sync under Settings to check if the employee email has been correctly setup by the corresponding user. You can test the email settings of all employees at the same time. - External Reference Setup
Use External Reference Setup under Settings to configure external references. In WorkBook, you can use external references for integrations and to help you map external information. You can add and remove external references. - IP Allowlist Setup
Use IP Allowlist Setup under Settings to configure allowlist rules. In WorkBook, you can apply allowlist rules to enable users from specific IP addresses to login without using two-factor authentication. You can add, remove, and edit allowlist rules. You can also test your allowlist rules with specific IP addresses. - License Management
Use License Management under Settings to view and manage all your WorkBook licenses. You can view your current license information, update or renew your license, and view your license key values. You can also mark your system for production. - Notification Email Texts
Use Notification Email Texts under Settings to create and manage notification email messages for different activities that need automatic replies. You can create and edit notification email messages. You can also create and edit translations of selected notification email messages. - Session Log Overview
Use Session Log Overview under Settings to view the audit log of successful and failed login sessions. - Settings Export/Import
Use the Settings Export/Import submodule to export system and company variable settings to a file that can be imported into another WorkBook system. This functionality helps minimize the errors that may otherwise occur when settings are manually recreated. - User Access Rights
Use User Access Rights under Settings to configure and determine what roles will be given which access rights to the different modules of WorkBook. You can add, delete, edit, export, and import access roles. You can also change user types and access roles, enable and disable requests, and generate and invalidate API keys for selected users.
Parent Topic: Settings