Frontline Accounts

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Frontline employees work directly with customers or are directly involved in the manufacturing and distribution of products. Frontline accounts have limited access to Workplace features and are billed at reduced cost. Find out more about who qualifies as a frontline users or visit the Customer Resource Center to find out more about frontline plans.

Workplace Frontline is only available under Workplace paid plans.
With the Frontline Add-On, admins can choose to enable conditional access management to manage hourly workers' access outside of working hours, or to disable group creation.
Frontline users can be managed via the Frontline tab in the Admin Panel. You can add an employee as a frontline worker and you can find out who qualifies as a frontline employee here.
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To add a Frontline employee to your community:
  1. From your Admin Panel, click People > Click Add People > Click Add Individual.
  2. Enter their email. If they don't have an email, you can use an access code to invite them to Workplace.
  3. After the account has been created, click Frontline from the Admin Panel > From the Membership tab, click Add People.
Note: If you don't have access to Frontline, contact Workplace Support to help you activate it.
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This feature is only applicable to Frontline users of Workplace Advanced and Enterprise.
To set custom terms of use for Frontline employees from your computer:
  1. Click Admin Panel at the top left of Workplace.
  2. Click Frontline.
  3. Click Settings.
  4. Select your Entire Frontline People Set or select a specific area to apply the terms to from the drop down menu.
  5. Enable the toggle for Custom Terms and Conditions.
  6. Enter the terms in the free text box or post an external link.
  7. Enter the frequency with which you want the terms to be reviewed.
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System admins and admins with custom permissions can create Areas for Frontline users of Workplace. Areas are collections of people who belong to common criteria, like location or cost center. Areas contain a mix of people and Area coordinators.
Area coordinators have permission to manage Workplace access for people within their Area. Employees who are Area coordinators must have an email address connected to their Workplace account.
Creating an Area
To create an Area:
  1. Select Frontline from your Admin Panel.
  2. Click the Areas tab and select Add Area in the top right.
  3. Select the Area name and the area coordinators.
  4. You can add people manually or import a file to do it in bulk.
  5. You can Allow Coordinators to Request Profile Creation by selecting the toggle.
  6. Click Create.

Editing Areas
Once you have created an area, you can make changes to it like adding people, adding area coordinators or deleting the area.
To edit your area:
  1. Select Frontline from your Admin Panel.
  2. Click the Areas tab.
  3. Search by name for the area you'd like to edit.
  4. Click by the group and select Edit.
Note: You can only create an area if Allow access code is on in the Admin Panel.
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This feature is only applicable to Frontline users of Workplace Advanced and Workplace Enterprise.
Area Coordinators can generate Workplace access links for users without email, or resend invitation emails for users with email.

Generating a Link
There are two ways an area coordinator can generate a code for users without email on their teams.
From the coordinator's profile:
  1. Click your profile image from the bottom left corner.
  2. Click View Profile.
  3. From your profile, click the Areas tab. If it is not immediately visible, it may be under the More drop-down.
  4. Select Give Access next to the name of the person you'd like to access to.
  5. This will generate a shareable link for the person to create their own username and password for access to their Workplace profile.
Generating an access link from the employees profile:
  1. Go onto the profile of the person you want to grant access to.
  2. On the right side of the profile, click Give Access.
  3. This will generate a shareable link for the person to create their own username and password for access to their Workplace profile.

Request Access for New Members
Area coordinators can also request Workplace Access for new members joining their teams.
To request access:
  1. Click your profile image from the bottom left corner.
  2. Select View Profile.
  3. From your profile, click the Areas tab. If it is not immediately visible, it may be under the More drop-down.
  4. Click New Profile Request.
  5. Fill in the name and select the area you'd like the person to be added to and select Submit Request.
  6. The system admin will then either reject or accept the request.
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