Users and roles

Users and roles in WrkLst. Invite your team, give everyone exactly the access they need, and see who did what in your account, and when.

User Management shows your team in three groups. Invited, active and deactivated. Click a name, and the person opens beside the list, with their e-mail, their role and their status.

To invite someone, choose Add. Enter the name and e-mail, pick a role, and choose Save and Send Invite. They set up their own sign-in. Already on WrkLst at another gallery? They keep their one login.

Until they accept, the status says Invited, and saving sends the invitation again. Someone leaves? Choose Deactivate. The sign-in stops, and every record stays as it is. Reactivate brings them back at any time.

Lost phone, lost authenticator? Under Security and access, Reset sign-in credentials clears two-factor, passkeys and open sessions. The password stays, so they're quickly back in. Only each person can change their own e-mail.

User Roles decide what people may see and do. The three system roles, marked with a star, are fixed. For your own, duplicate the one closest to it, or choose Add. Then give it a name, and set its rights.

Each module has one choice: no access, view, or edit. Set every module to switches them all at once. The finer rights wait under More options. Sharing comes with a standard limit of eighteen hundred, and Copy settings from brings in another role's rights.

Some rights are worth a closer look. Prices and confidential notes. Every lead, or only your own. All sales. Payments. API and AI assistant access. And the address book sync, which copies every contact the role may see.

Below the rights, People with this role shows who has it, and Assign to people gives it to several at once. A role you no longer need? Choose Delete role, pick the role its people move to, and confirm.

The Interaction Log shows who did what, and through which door. The web, the mobile app, the API, an AI assistant or the address book sync. Filter by person, day or channel. Entries are kept for one year.

Five habits make the difference. Invite everyone under their own name. Give each role only what the job needs. Check the price and lead rights twice. Deactivate people the day they leave. And look at the log now and then.

That's users and roles in WrkLst. You'll find them in the menu with your name, top right, under Settings, User Management and User Roles. Both need the matching rights in your own role.