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Setting Up User Groups

In many companies and departments, tasks, requests, or approvals are not handled by a single person, but by a team or responsible group. With Flow Path, entries can therefore be sent to both individual users and user groups. This allows processes to be designed more efficiently and responsibilities to be managed centrally. Instead of configuring each recipient individually, users can be assigned to a group, so that tasks are automatically forwarded to the responsible group of people. This facilitates collaboration within teams, reduces administrative effort, and ensures that processes are reliably handled even in the event of absences or personnel changes.

The following steps describe how to create user groups in Flow Path and configure them for further use.

Steps to Create User Groups

To View
The first step is to install the Flow Path extension from the Marketplace. Installation from 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 and managed through the Setup menu and then through User Group.

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