Setting up User Group
In many areas, work is done with groups or departments. With Flow Path it is possible to send the entries to individual users or to user groups.
The following steps need to be performed to get created the Flow Path user groups.
User groups creation steps
| To | See |
|---|---|
| First step is to install the Flow Path extension from marketplace. | Install from Extension Marketplace |
| Second step is to activate the license and assign the license to the users. | License activation and assignment |
| Third step is to activate the users. | User activation |
User group setup
The User groups can be created via the action User in the role center menu bar.
| Steps | Details |
|---|---|
| Entered a Code and a Description | Example Code = SALE / Description = Sales team |
| Selected the User | The Full Name and Email columns entered automatically |