Settings
Manage working hours, workspace information and member roles.
When to use it
Use it when administrators need to add members, manage access or review workspace settings.
Where to find it
Scroll the main left menu to reach the entries below Form Builder.
Click here: Settings → Working hours
Step-by-step instructions
Click here: Settings → Working hours
Review working hours and time zone
Scroll the main menu below Form Builder to find Settings, then choose Working hours (1). The weekly settings are near 2. (UTC+08:00) Perth is only the example shown; check your company’s own setting. Workspace information, Notifications and SLA Settings are sibling tabs; Save changes is at the top right.
On this image, 1 is Working hours; 2 is the working-hours settings area. The example time zone above it is (UTC+08:00) Perth.Click to enlarge Click here: Settings → Members & Permissions
Locate member creation
In Members & Permissions, + Add member (1) at the top right opens the add dialog. This crop shows only the header, not member records. If the entry is unavailable, ask an administrator to check permissions.
On this image, 1 points to + Add member at the top right. This crop shows only the Members & Permissions header and column labels.Click to enlarge Click here: Settings → Members & Permissions → + Add member
Read role descriptions before choosing
The dialog contains Name (1), Email (2), Role (3) and Teams. By default, Admin can access all modules except Subscriptions; Senior Member has limited team-management and customer-support access; Member focuses on customer support. Add member (4) submits creation. Use Cancel for practice and avoid granting administrative access by default.
On this image, 1 is Name; 2 is Email; 3 is the role-description area; 4 is Add member.Click to enlarge