Help Information

Some organizations want to support their Reviewers directly, others prefer for Workzone's Customer Support staff to support all users. To facilitate these different needs, you may customize the help information that Collaborators see (Associate users always see contact information for Workzone Customer Support). This information is shown when a Collaborator clicks the Help link at the top right of the screen.

You have the ability to create default help information that appears for all workspaces, or you can choose to create custom help information for a specific workspace.

Default help information for all workspaces

When your organization first signed up for Workzone, we created contact information for your organization based upon information you provided us. This is the information that Collaborators will see by default when they click the Help link.

To change the default help information for your organization:

  • Select All Workspaces from the workspace drop-down list at the top left of the page.
  • Click the settings (gear icon) at the top right of the screen.
  • On the left menu, under GLOBAL SETTINGS click Help info.
  • You can either select to show Collaborators the same Workzone contact information as Associate users see, show the default contact info for your organization, or create custom help info for Collaborators.

If the custom help option is selected above, you can change the help information for a specific workspace:

  • Select the workspace from the workspace drop-down menu at the top left of the screen.
  • Click the settings (gear icon) at the top right of the screen.
  • On the left menu, under SETTINGS – THIS WORKSPACE click Help info and follow the instructions.
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