Security

This feature is available after applying for WORKS Approval.

To secure the registered company's data, you can check the login status or back up stored data. When encountering technical issues, you can control access to your data from Support.

Login Status

You can track access by the user to confirm login success, failure, or suspicious login records (before June 3, 2024). You can also search and view login records by condition and download login records as an Excel file.

  • The recorded login information is stored for up to 3 months.

  • You can select the search period for up to 3 months ago from today.

The Login Status page is laid out as follows.

Area Description
① Search window Search login records by employee name, login environment, IP address, and period
② Download Download the login records as an Excel file (See Download Login Record)
③ Login Record Check the access status of the user

Download Login Record

The following describes how to download the login records as an Excel file.

  1. Click 'AdminMenu' in the upper right corner of the PC web screen, then click 'Management Support Settings' in the pop-up window.

  2. Click at the top left of the screen.
  3. Click 'Security > Login Status' from the menu.
  4. If necessary, enter the login record conditions to be searched in the search window, and then click ‘Search’.

    • You can view the login records that apply to the entered conditions.

  5. Click 'Download'.

    • Login records will be downloaded as an Excel file. The downloaded file is saved as "YYYYMMDD_LoginLog.xlsx" in the Download folder.

Manage Two-factor Authentication

you can manage application of two-factor authentication when accessing the management menu by service. By enabling two-factor authentication, you can reinforce data security and safety by conducting admin authentication again when accessing the menu.

The following describes how to set two-factor authentication by services.

  1. Click 'AdminMenu' in the upper right corner of the PC web screen, then click 'Management Support Settings' in the pop-up window.

  2. Click at the top left of the screen.
  3. Select a service to which the additional authentication will be applied in ‘Security > Manage Two-factor Authentication’ and click ‘Save’.To access the management menu,additional authentication with email or mobile number in the Additional Authentication Login page is required.
The two-factor authentication (additional authentication) is valid for 30 minutes. When accessing another management menu requiring two-factor authentication during the authentication session, authentication may not be required.

Allow Support Access

You can allow Support to access customer information to handle failures that occur while using Business Support.

To be able to access the customer information, select 'Agree' and then click 'Save'.

After handling is done, you can block access by unselecting ‘Agree’.

Export Data

You can download all saved data in the form of the Excel, HTML, PDF file, attachment file, PNG, GIF, etc., at any time. You can download all documents created so far, download the entire information stored in the service used for storage, or migrate them to another solution in use.

Especially in the case of approval documents, closed documents (including declined and canceled ones) can be saved as individual PDF files, helping you store important documents of the company. You can back up data for each service based on the product you are using.

  • If you have been using it for a long time, it takes time to back up the entire data because of the large volume of generated data. In this case, you can back up by selecting required services or setting a period.

  • When it’s ready to download after you requested backup, you will receive a notification email and can download data immediately.

  • You can back up data for subscribed services only.

  • Approval documents and accounting slips in progress are not downloaded.

  • Files attached to documents, slips, and vendors are also downloaded.

  • Documents are downloaded by creating folders based on the date created, and accounting clips are downloaded by creating folders based on the slip date.

  • All data is downloaded in the language set by the company.

Request Data Export

The Export Data tab consists of the following.

If there is a requested Export (pending or request completed), this tab is not displayed. Click ‘Cancel’ in the Export History tab and cancel the backup, and then request Export again. (See Export History)
Area Description
① Subscribed service list It displays the list of services in use and data items available to be downloaded by service

  • It displays different list of services depending on services in use
② Export All Click to request to export data of all subscribed services
③ Export Selected Items Click to request to export selected services or data items

The following describes how to request data export.

  1. Click 'AdminMenu' in the upper right corner of the PC web screen, then click 'Management Support Settings' in the pop-up window.

  2. Click at the top left of the screen.
  3. Click ‘Security > Export Data’ from the menu.

  4. Select a data download range.

    • To download all data of services in use, click ‘Download All’.

    • To download selected services or data items, select the services or data items and then, click ‘Download Selected Items’.

    • If you unselect ‘Include’ of the attached file item, you can exclude from the backup list.

  5. Enter the details in the pop-up window.

    • Task Name: Enter a job name to distinguish a download task.

    • Period: Select a period of data to be downloaded. To back up the entire period, select ‘All’.

    • Split Size: If the maximum size is exceeded, select the size to split and store.

  6. Click ‘OK’.

    • Data backup is requested.

    • The export request details are added to ‘Export Data’ tab as the ‘pending’ status.

    • When the download is ready, the status changes to ‘request completed.’ A notification email is sent to notify that you can download the data and you can download the data in the export tab. (See Export History)

    • To cancel the downloaded data backup request, click ‘Cancel‘ during the pending or request completed status. You can request the backup again at any time after the cancellation.

      • The Cancel button is displayed for 7 days and you can't cancel after this period.

Export History

You can view the export history and download files.

The Export History page is laid out as follows.

Area Description
① List View export request list
② Status Pending: status where export is requested and download is being prepared

Request Completed: status where download preparation is completed and data is available for download

Expired: status where backup data is unavailable for download as the download expiration date has passed

Canceled: status where backup request is canceled

③ Cancel It is displayed for Pending and Request Completed status; click ‘Cancel’ to cancel the backup request

If the request is canceled, it is changed to the Canceled status

When canceling any request in Pending’ or ‘Request Completed’ status, the ‘Export Data’ tab is displayed

‘Cancel’ will be displayed for 7 days, and cancellation will be unavailable after this period. When accessing the menu, you are directed to the 'Export Data' tab

④ Download Expiration Date The download expiration date of the requested backup data, not available to download after the expiration date
⑤ Download Data It displays the compressed file of backup data; click to download

  • Download is unavailable if the request is canceled or the expiration date has passed
⑥ Download history It displays the employee name who downloaded the backup data and date, if there are two or more download records, is displayed. Click to view the records

The following describes how to download the files requested to export.

  1. Click 'AdminMenu' in the upper right corner of the PC web screen, then click 'Management Support Settings' in the pop-up window.

  2. Click at the top left of the screen.
  3. Click the ‘Export’ tab from ‘Security > Export Data’ menu.

  4. Click the compressed file name in the download item to download the file.

    • The downloaded file is saved as ‘CompanyID_YYYYMMDDHHMM.zip’ in the Download folder.

    • The downloaded file can't be decompressed in Mac OS. Use another compression program.

Approval Document Deletion Status

You can view information of deleted approval documents and download it as an Excel file. You can also download deleted approval documents as a PDF file.

‘Approval Document Deletion Status’ has deleted approval documents stored and is only displayed if there are documents deleted in ‘Approval Service > Document Box > Manage Approval Documents’.

The Approval Document Deletion Status page is laid out as follows.

Area Description
① Search window Search deleted approval documents by the date of deletion, document number, and deleter
② Delete Permanently Click to permanently delete the deleted approval documents
③ Download Download the list of deleted approval documents as an Excel file (See Download Deleted Approval Document List)
④ List of deleted approval documents It displays the list of deleted approval documents
⑤ PDF Click to download deleted approval documents as a PDF file
The permanently deleted approval documents are completely deleted from the approval document deletion status list and no longer available to be viewed.

Download Deleted Approval Document List

  1. Click 'Admin Menu' in the PC web screen, then click 'Business Support Settings' in the pop-up window.

  2. Click at the top left of the screen.
  3. Click 'Security > Payment Document Deletion Status' from the menu.
  4. If necessary, enter the approval document conditions to be searched in the search window, and then click ‘Search’.

    • View the list of approval documents that applies to the entered conditions.

  5. Click ‘Download’.

    • The list of deleted approval documents is downloaded as an Excel file. The downloaded file is saved as "doc_list.xlsx" in the Download folder.

Pledge Deletion Status

You can check the deleted pledges information or download it as an Excel file. You can also download and check deleted pledges as a PDF file.

‘Pledge Deletion Status’ has deleted pledges stored and is only displayed if signed pledges are deleted.

The Pledge Deletion Status page is laid out as follows.

Area Description
① Search window Search deleted pledges by the date of deletion, pledge name, and deleter
② Delete Permanently Click to permanently delete the deleted pledges
③ Download Download the list of deleted pledges as an Excel file (See Download Deleted Pledge List)
④ List of deleted pledges It displays deleted pledges
⑤ PDF Click to download deleted pledges as a PDF file
The permanently deleted pledges are completely deleted from the pledge deletion status list and no longer available to be viewed.

Download Deleted Pledge List

  1. Click 'AdminMenu' in the upper right corner of the PC web screen, then click 'Management Support Settings' in the pop-up window.

  2. Click at the top left of the screen.

  3. Click 'Security > Agreement Deletion Status' from the menu.

  4. If necessary, enter the pledge conditions to be searched in the search window, and then click ‘Search’.

    • View the list of pledges that applies to the entered conditions.

  5. Click 'Download'.

    • The list of deleted pledges is downloaded as an Excel file. The downloaded file is saved as "pledge_list.xlsx" in the Download folder.

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