Welcome to Wrkoo
Here’s a checklist to help you get started with using your new Wrkoo portal.
- Activate your account
Please confirm your Wrkoo account by checking the welcome email and clicking Activate. This is to security measure to ensure that your account is attached to the right person. (Ignore, if you’ve already done this!)
- Update your personal profile
To edit your personal information for your Wrkoo profile, simply click on your name at the top right of your portal’s screen. Next, click My Profile – you can edit your name, phone number, contact information, settings and password.
- Update your company information
To edit your company information click on your name at the top right of your portal’s screen. Next, click My Company – here you are able to update corporate, and billing contact information.
- Add an employee
To add an employee, click your Contacts tab. Next, select your company, and enter the personal information of the employee, click Create Account to store.
- Add a client
To add a customer profile, simply click the Companies tab, then click the New Company button. Enter all of your customer’s information, then click Create Company.
- Setup your support email
To setup your support email, the email used for all portal notifications, click the Branding tab. Enter the name of the email sender “Wrkoo Support” for example, and enter the email address you want to send notifications from.You can also customize the email signature/footer with your own message.
- Brand your portal
To customize your Wrkoo portal, click the Branding tab. You can edit your portal name, choose a logo, and a favicon logo.
You can also customize your support email address, email name, and email signature.
- Ticket Dashboard Overview
To view all of your tickets, simply click on the Tickets tab under Organization. Here, you can select multiple boards, filter by company, by status, and by employee.To create a ticket, click on the New Ticket button, a form will pop up asking for information needed to submit the ticket like: the contact, subject, type of board to assign it to, priority, and the employee to assign the ticket to.In the comments box, try to be as detailed as possible about the service or support request, then click Create Ticket.
- Create a board
Wrkoo lets you create a new support board to group related tickets/issues together, for example “billing” or “Support” or “returns and exchanges”.To create a new support board, click on the Support Parameters button under Settings.
You can customize what the new board is called Internally versus Externally to your clients. Add a description to the new board that you are creating.
- Try Punch Clock
Wrkoo’s built-in punch clock feature is straightforward and easy to use. Employees can punch in and out, review their activity with one-click.The punch clock appears automatically every time a new login for the day is detected.To access your punch clock, click your name icon at the top of your portal screen then select Punch Clock. Employees can note their current status, and enter commentary.The punch clock appears automatically every time a new login for the day is detected.
To access your punch clock, click your name icon at the top of your portal screen then select Punch Clock. Employees can note their current status, and enter commentary.