How We Organise Your Account

Set up and organise your company structure.

WorkSmarter’s system is clear, straightforward and easy to use, designed to make setting up and using your account as simple as possible.

When you create your WorkSmarter account you’ll need to organise your company information to ensure it’s grouped together systematically. We know that not every business has a standard structure, but the site’s built so that everyone can configure their account in a coherent and straightforward way.


Let’s start by getting you familiar with the way we organise your account, so you can see how everything works.

  • The person who sets up your account is called the Account Owner
  • No matter the size or nature of your business, your account is arranged into Offices and Departments  
  • You start by adding your Head Office – we call it this, even if it’s your only Office
  • Add the Departments that make up this Office. You can add as many, or few, departments to each Office as you want
  • Employees are always assigned to Departments not Offices, and you can add the same Employees to different Departments - even if this is across different Offices
  • Staff are assigned as either Managers or Employees
  • You assign your staff ‘permissions’, as appropriate. Permissions enable them to carry out managerial and administrative tasks
  • You can add as many or as few Offices as you want but you must add them one at a time along with their Departments and Employees, so that all the correct information is grouped together  
  • Offices and Departments can ‘collaborate’ with each other so that everyone can view all the relevant information such as holiday dates, or Announcements and shared training if your plan supports these additional services.

Everything will become clear when you begin setting up your account, and we’ll guide you through the process. Don’t worry if you make mistakes or want to change the way you’ve set anything up because you can edit and update information at any point.

Have a question?

Our friendly team will be happy to help answer any questions you may have.

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