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Setting Up User Groups

In many areas, work is done with groups or departments. With Flow Path, it is possible to send entries to individual users or to user groups.

The following steps must be taken to create Flow Path user groups.

Steps to Create User Groups

To View
The first step is to install the Flow Path extension from the Marketplace. Installation from the Extension Marketplace
The second step is to activate the license and assign the license to the users. License Activation and Assignment
The third step is to activate the users. User Activation

Setting Up the User Group

The user groups can be created via the User Groups action in the role center menu bar.

To set up a user group, follow these steps:

  1. Start in the Flow Path Administrator role center.
  2. Open the User Groups by navigating through Setup.
  3. Click on + New to create a new user group.
  4. Assign a unique code for the user group and a meaningful description to distinguish it from other groups.
  5. Users can be added directly to the newly created group. To do this, navigate to Flow Path Users.
  6. Select the free column in the Users field and choose a desired user.
  7. The name and email address of the user will be automatically filled in.
  8. Close the window again.
Steps Details
Entered a Code and a Description Example Code = SALES / Description = Sales Team
Selected the User The columns Full Name and Email will be automatically filled in

See Also