Permissions ensure every employee can see, access, edit, comment and delete only the information they are allowed to.
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Learn how to categorize Transaction Types into specific groups.
Explore more of the available data types which will help you to correctly set up the structure of your data.
Learn how to set up custom view in your Custom tabs to have all the necessary information visible at first…
Learn how to customize the filter to make the work of the users more simple and effective.
Learn how to categorize Statuses into groups and how to use this categorization to make the Transaction history more readable.
Learn how to set up what the users see after they open a specific transaction or a record in any…
Learn how to precisely define who can access which type of information in transactions and definitions.
Learn how to set up a personal account with all the necessary information and preferences for each person who needs…
Learn how to set up Groups to gather Users together for easier administration and setup of processes Flowis.
Permissions in Flowis: Introduction
Permissions ensure every employee can see, access, edit, comment and delete only
Transaction Type Groups – How to Categorize Transaction Types
Learn how to categorize Transaction Types into specific groups.
More about Data types in Flowis
Explore more of the available data types which will help you to
Table Layouts – Custom Setup of Columns in Custom Tabs
Learn how to set up custom view in your Custom tabs to
Filter Permissions – Master Filtering Options in Transactions and Definitions
Learn how to customize the filter to make the work of the
Status Groups – How to Make the Transaction History More Readable
Learn how to categorize Statuses into groups and how to use this
Show Permissions – Controlling Field Visibility for Transactions and Definitions
Learn how to set up what the users see after they open
Access Permissions – Gain Control Over User Access in Transactions and Definitions
Learn how to precisely define who can access which type of information
Users – Create Personal Accounts for People
Learn how to set up a personal account with all the necessary
Groups – Gather Users Together to Simplify the Setup of Your Processes
Learn how to set up Groups to gather Users together for easier