FAQ: Common Questions about Workup
Signup, Trials and Billing
You can access the signup page here. The different packages available are described on our Pricing page.
You will need to enter your name, your organisation name, your email and a password. You can then signup to
Workup and it will set up your organisation for you.
As an administrator you can add new user accounts to your organisation. This will send an invite to the user with a
default password which they can then change on first login.
Workup provides a Start-up package that is free forever and supports up to 4 users. For larger businesses you should
subscribe to our Professional or Enterprise packages. Both of these are charged per user per month but have a 30 day free trial available.
Workup will send you reminder emails as you approach the end of your trial to register for a paid subscription.
If you do not register then you will continue to have access but your account will become read-only.
After another 30 days, then your data will be archived and you will need to recreate your account.
Yes you can; please email us at support@workup.cloud and we can extend your trial for a short period.
Currently Workup only provides UK business hours email support. We will provide additional support options
in the coming months including live chat, telephone support, forums and a customer support portal. We have provided
extensive documentation on the application and this FAQ.
Each month, Workup bills you on the maximum users you have subscribed to;
you can change this on a monthly basis on the Billing page. You can add users to your organisation up to this limit at any time.
Workup will automatically bill you at the start of each subscription month, based on the date you subscribed.
We use Stripe for managing our billing process and do not hold any billing information. You can access previous invoices from the Billing page.
Yes you can. You can do this from the Billing page, however we only allow downgrades if you do not have too many registered,
active users for the lower tier.
Managing People
Your administrator can add new users to Workup (up to your user limit) from the Admin-Users page.
This will create the user with a default password and send an invitation to the user to login; they will need to change
their password on first login. Creating a user will also create associated Employee and Resource views of the user.
As Workup can store a lot of data about a particular user, we have split the views of a user into 3.
The User view is primarily the user's login details. The Employee view are employee details such as contracts,
skills and personal details. The Resource view manages details relevant to scheduling and managing the user on
projects such as availability, working hours etc.
The People module has comprehensive, self service leave management for all types of leave.
A user can request a period of leave which can be approved by their manager. Workup calculates and
manages entitlement based on the employee contract.
Managing Projects
Workup supports three types of project: Customer, Internal and Management.
The functionality varies slightly between these project types. Customer is for customer
facing projects and supports billing. Internal are for internal business projects and can
also manage billing for internal charging. Management is really for various types of non project task
such as HR and Finance and allows time to be scheduled and recorded against these type of activities.
Administration
Security roles define the actions and data that each user is allowed to access.
They are administered from the Admin-Roles page. Each user can be assigned one or more roles by an administrator.
There are a set of pre-defined roles configured such as Manager and Employee but these can be modified or new roles added.
Each role is given a set of permissions that relate to actions or data within the system such as "Create Project".
It is not currently possible to delete users however you can set them to be inactive which means they
can no longer log in. It is not possible to schedule or record time for an inactive user.
Categories and Lists are configurable lists of items used to filter and group data.
Simple data items such as countries and currencies are stored as lists. Various items in Workup such as Projects and Roles
can be filtered and grouped using configurable categories.
