Core

Administration & Setup

The settings that make WorkBOS yours - users, integrations, data and developer tools.

10 lessons1 h 25 min

Lessons

  1. 1.

    Users, Roles and Permissions in Depth

    Every role, custom permissions, and least-privilege setup.

    11 min
  2. 2.

    Settings Tour: Every Tab Explained

    A complete pass through the Settings screen.

    13 min
  3. 3.

    Integrations: Connecting Your Other Tools

    Available integrations, connecting, scopes and troubleshooting.

    9 min
  4. 4.

    Importing Data Into WorkBOS

    Supported entities, mapping, validation and rollback.

    9 min
  5. 5.

    Exporting Your Data

    Full and partial exports, formats and scheduling.

    6 min
  6. 6.

    Developer: API Keys and Webhooks

    Creating keys, webhook endpoints, testing and logs.

    9 min
  7. 7.

    Custom Domains and White-Label Branding

    Pointing your domain, branding, and what clients see.

    9 min
  8. 8.

    Trash and Restore: Undoing Mistakes

    What lands in trash, restoring, and permanent deletion.

    5 min
  9. 9.

    Snapshots and Restore Points

    Taking a snapshot, what it covers, and restoring safely.

    7 min
  10. 10.

    Audit and Activity Logs

    Who did what, filtering, and exporting for compliance.

    7 min
Administration & Setup: module check

30 questions. Pass at 80 percent to complete this module's check.