Admin guide
Modified 4 years ago
Neil
If you are the person who created your Kissflow account, you are the Account Owner. Here’s a guide to help you get your account set up.
Kissflow Home Page
Let’s start with what you see on the Kissflow home page.
Sidebar
On your sidebar, the top section has three links: Home, My Tasks, and My Items.
Home is the screen you see here that shows a feed of all the relevant details from the flows you are active in.
My Tasks is a single list of all the tasks that are assigned to you from all of your processes. From this screen, users can take actions like submitting, approving, or rejecting items.
My Items is a list of all the process items that you’ve initiated or submitted. Users can view the progress of these items, and also withdraw items from the workflow.
Below this, you’ll see a list of flows in your organization. A flow can be a channel, process, project, or case. When you first start your account, the system creates a channel called Everyone that automatically includes everyone in your account. Other flows will be added here as you create them. If you have many flows, you can click View all flows to open the Explorer and see a full list.
At the bottom is a button called Create Flow. From here, you can create any kind of a new flow including a dataset or list. The Kissflow Marketplace has many templates you can choose from to download to your account to get started faster. Learn more about creating your own flows here.
Flow pages
If you click on a process, you’ll see the same My Tasks and My Items that is there in the top of the sidebar. However, here, it only shows the tasks for this particular process instead of all of them together. Users can initiate new items, submit and approve tasks, and check on the items they’ve already submitted.
Case and project flows show a Kanban board to help users stay organized and control tasks. There’s also a tabular layout of all the items created.
If you click a channel, you’ll see a feed of posts that users have created and commented on.
Search
At the top of the screen is a global search bar. From here, you can search for flows, users, or even content inside of channels.
Admin
Account administrators can access the Admin button on the top right corner of the Home screen.
- Account Settings lets you change the name and domain of your account, add a logo, change the data format, and establish your working and non-working days.
- User Management holds information about all of your users on the system. You can add users to your account and assign them specific roles.
- Group Management lets you create new groups that are useful when you want to add an entire group to a flow, or assign a step in a process to a group.
- Flow Settings shows you who is able to create new flows, or who needs to give permission to start new flows.
- Account Security lets you change how users are able to sign in and sign up, and also add new email domains to your account.
- Admin History shows all the administrative actions that have happened in your account.
- Billing Settings lets you view your current plan and start a conversation if you need to make a change.
Notifications and user profile
In the top right part of your screen, there’s an icon to display all of the notifications from your flows. You can click Show all to go to the notifications page.
Click the image to access your user profile, see all integrations across your flows, show or hide desktop notifications, access our help documentation, or sign out from the product.
If you click on My Profile, you’ll be able to edit information, create your own preferences, delegate tasks to someone else while you are on leave, view your history, set your notification preferences, and view any API keys.
That’s an overview of your Kissflow account. Check out all of our help documentation to know more about specific features.
