Settings

Team Settings
If permissions allow, Team Settings can be accessed via the cog in the bottom left hand side of the Dashboard. Remote Expert Solution WorkfloPlus has...
Mon, 5 Dec, 2022 at 11:06 AM
Users
If permissions allow, Settings can be accessed via the cog in the bottom left hand side of the Dashboard. Depending on permissions you will be able to cl...
Mon, 5 Dec, 2022 at 11:06 AM
Adding a New User
New users can be created inside the Dashboard Settings Menu by an Administrator. Clicking on Users from the Settings Menu will open the View Users panel. T...
Tue, 6 Dec, 2022 at 9:30 AM
Groups
Groups of users can be created via the Groups Link.  If a Group is created then it can be added to the Workflow permissions as opposed to entering names ind...
Mon, 5 Dec, 2022 at 11:07 AM
Audit Logs
Audit logs can be viewed and downloaded if needed via the Audit button. Clicking on an item will bring up the Audit information panel which provides more...
Mon, 5 Dec, 2022 at 11:07 AM
Integrations
Integrations (formerly triggers) can be configured to send data on to a downstream person(s) or application(s) when a job has been completed.  WorkfloPlus o...
Mon, 5 Dec, 2022 at 11:07 AM
Creating an Email Integration
WorkfloPlus lets you set up multiple job reports that can be run against completed jobs. The email integrations (formerly triggers) system allows you to sen...
Tue, 6 Dec, 2022 at 9:45 AM
Reports
When a job has been completed, WorkfloPlus automatically generates reports. What a ‘report’ contains is entirely up to you. A report might be a detailed job...
Mon, 5 Dec, 2022 at 11:10 AM
About
This section provides Dashboard and Service information.  There is also a link to Support, if needed.
Mon, 5 Dec, 2022 at 11:10 AM