Workwizard is an all-in-one SaaS solution built to streamline how businesses manage operations and collaboration. With a range of integrated modules, Workwizard simplifies workflows and boosts productivity across teams. Whether it’s project management or customer engagement, Workwizard gives you a unified platform to keep every part of your business running efficiently.
Registering with Workwizard is quick and straightforward. This guide walks administrators through the steps to create an account and start using the platform’s features immediately.
The registration process allows administrators to create accounts, granting them access to all Workwizard functionalities.
Visit the Workwizard login page to begin the registration process.
Select the “Register” option next to the login form to initiate the process.
Enter your email address, password, and any additional information required to create your account.
Once your details are verified, your registration is complete. You'll receive your login credentials, giving you immediate access to the platform.
Once registered, you can begin exploring the features and functionalities available in Workwizard.
For future logins, simply use your registered email and password to access the platform.
Logging in as an admin on Workwizard is simple and gives you control over your organization’s activities.
Navigate to the Workwizard login page and input your credentials. You'll need the email and password provided by the system administrator.
Click the "Login" button to access your admin dashboard.
Once logged in, you'll be directed to the admin dashboard, where you can manage projects, tasks, and users in one centralized location.
You can create a workspace easily by clicking on “Create workspace.”
As an Admin in WorkWizard, adding new users to the platform is quick and easy. Follow these steps to create user accounts and assign roles effectively. Step-by-Step Guide for Admins:
Access the User Management Section:
After logging in, navigate to the User Management tab located on the left-hand sidebar. This is your control center for managing users on the platform.
Click on "New User":
In the User Management section, you’ll see a green button labeled New User. Click this button to open the user creation form.
Fill in the User Details:
Name: Enter the new user's full name. This will help identify the user within the system.
Email: Provide the user's email address. This email will serve as their login credential and communication method.
Role: Select the appropriate role for the user from the Roles dropdown. For instance, you can assign them as a "staff" or any other predefined role.
Mobile Number: Enter the user’s phone number with the country code (e.g., +44 for UK). This can be used for account verification or notifications.
Enable Login:
Under the login section, you’ll find a toggle labeled Login is enable. Turn this on to allow the user to access the platform immediately. If the toggle is off, the user will not have access until you enable it later.
Create the User:
Once all the information is entered correctly, click the Create button. This will generate the user account, and the new user will be added to the platform.
User Management:
After creating the user, you can view them in the User List. From here, you can edit their details, change their role, reset passwords, or deactivate the account if needed.
Track the number of active or in-progress projects.
View the total number of assigned tasks.
Stay informed about unresolved bugs within projects.
Get an overview of all registered users.
Visualize task distribution and completion rates.
Review tasks by status, priority, deadline, and assignee.
Monitor project progress—whether planning, development, testing, or completion.
Workwizard’s Messenger keeps communication fast and reliable, connecting users, admins, and clients.
Messenger allows for seamless, direct conversations and real-time communication within the platform.
Direct Conversations: One-on-one messaging for immediate responses.
Real-Time Messaging: Notifications and read receipts ensure accountability.
Group Chats: Collaborate across teams with group discussions.
File Sharing: Attach documents directly within conversations.
4.3.1 Login: Sign in to your Workwizard account.
4.3.2 Navigate: Select “Messenger” from the main menu.
Direct Chat: Choose a contact, type your message, and send it.
Group Chats: Create and manage team discussions.
Notifications: Stay updated with real-time s.
File Sharing: Easily share files within chat conversations.
Workwizard offers a range of configurable settings to help you tailor the platform to your organization’s unique needs.
Customize branding elements like logos and color schemes to match your company’s identity.
Fine-tune global settings for a smooth and consistent user experience
Adjust organization-specific details, including contact information and other key business info.
Configure how proposals are formatted and printed for clients.
Modify invoice formats to match your branding and financial reporting needs.
Manage account preferences and permissions with ease.
Customize the presentation of bills for clients or internal teams.
Configure settings specific to human resource management, making employee tracking and management simpler.
Create and customize offer letters for new hires with flexibility and professionalism.
Tailor the layout of employee joining letters to reflect your company’s standards.
Easily manage the format of experience certificates for employees.
Design and personalize no-objection certificates with ease.
Configure contract templates and settings for your business agreements.
Set up and customize configurations for point-of-sale operations.
Adjust how purchase documents are formatted to fit your business needs.
Fine-tune the appearance of point-of-sale printouts to ensure consistency.
Customize how sales quotes are generated and printed for clients.
Configure the layout and design of sales order printouts for your records.
Adjust the format of sales invoices to fit your billing workflow.
Manage and configure email-related settings, ensuring smooth communication across the platform.
Set up automated notifications for key system events, keeping users informed in real time.
Connect and manage your Slack workspace, integrating team messaging into Workwizard.
Set up Google Drive for document management and sharing within the platform.
Manage and review bank transfer requests securely.
Configure Stripe for secure payment processing and subscriptions.
Configure Paypal for secure payment processing and subscriptions.
Workwizard makes it simple for administrators and super administrators to keep their profiles up to date.
Admins can easily update their profiles to keep personal information accurate.
Click on the top of the dashboard and select “Profile” from the dropdown menu.
Admins can update their Name, Email, and Password, and upload a new profile picture for personalization.
Workwizard is more than just a tool—it’s a complete solution that helps businesses optimize operations, communicate effectively, and grow efficiently. With features designed to simplify and enhance workflows, Workwizard empowers teams to manage everything from projects to customer interactions seamlessly.
