Configure Apps in Workforce

After completing Workforce setup and deployment, it's time to decide which apps should be configured to capture data. The Workforce browser extension will automatically surface apps that are being used within your organization, but app data won't be captured until you configure those apps within Workforce.

You can configure apps that have been automatically surfaced via the Discover tab. You can also configure apps manually.

Configure apps from the Discover tab

Workforce will automatically and anonymously discover known applications and domains that are frequently accessed by employees. Items that appear in this inventory can be quickly added as configured apps.

1. Visit the Discover tab within Workforce to view the applications accessed by employees through their browsers.
2. Identify the application you wish to monitor and click on Add.
3. You'll be brought to a new page to configure the application.
4. Under the General section:
   • Set the App Name, Vendor Name, and Vendor ID.
   • Set the Category and Department tags, which can be useful for grouping applications together
5. Under the Ownership & License Details section:
   • Assign an Owner, the internal employee responsible for managing this application. Their name will appear on the application detail page.
   • Set the License count for the application. Workforce will use this to track license utilization.
6. Under Domain Capture & Privacy:
   • Include any additional subdomains from the application in order to manage capture and privacy settings
   • Toggle the Capture checkbox to set recording on (checked) or off (unchecked).
   • Toggle the Privacy checkbox to apply Private by Default.
7. Under Feedback Widget:
   
   • Configure the Workforce feedback widget.
8. Click Save to complete the configuration. The configured application will now appear in the Apps tab.

Adding a new app manually

Applications can also be configured manually.

1. Go to the Apps tab in Workforce.
2. Click the Configure a New App button at the top of the Apps page.
3. The sections and fields will be the same as when adding an app via the Discover tab, except that information won't be automatically filled out.
4. Click Save after filling out information for the app.

Edit app configuration

Once you've added an app, further configuration will happen via the Apps tab.

1. Go to the Apps tab in Workforce.
2. Click into the app you wish to configure.
3. Click the Edit button near the app's name in the top left.
4. Make changes to the appropriate fields.
5. Click Save to complete the configuration.

Auditing app changes

When Workforce users make changes to configured apps, Workforce creates an entry in the audit log.

See also

• Measuring Application Experience in Workforce
• Workforce Feedback Widget

FAQ

What requirements have to be met in order for an app/domain to show up in the Available tab in Workforce?

Workforce will automatically surface an application under the Available tab after there are visits from at least 5 unique browsers with the Workforce extension.