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      About Flow-Related Personnel

      This artricle explains how to check and edit the flow-related personnel.

      Updated June 26, 2024

       

       
      User Permissions for Accessing This Feature
      Owner Standard Administrator Flow Administrator Task Manager Guest  General
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      Flow-related personnel are members who have the ability to view and interact with the flow.

      This article provides detailed instructions on how to view, add, and remove members as flow-related personnel.

       

      Overview of Flow-Related Personnel

      Capabilities of Flow-Related Personnel
      • Can view and interact with the flow.
      • Cn view and interact with the tasks within the flow.
      • Will receive notifications related to the flow.
      • Can add another user as a flow-related personnel member to the flow.

      *However, the ability to view and interact with the flow will depend on each user's assigned permissions.
      Administrators Not Designated as Flow-Related Personnel
      • Will not be aware of the existence of any flows in mfloow.
      • Will not be aware of any tasks associated with the flow.
      • Cannot view or interact with the details of the flow and its associated tasks.
      • They will not receive any notifications related to the flow.

       

      • Flow-related personnel can be added at any time.

      • By default, the owner and all standard administrators are automatically added as flow-related personnel.

        • If there are restrictions on flow viewing, standard administrators will not be added by default. They can be added individually after the flow has been initiated.
      • If a Flow Administrator or Task Manager starts a flow and finds that they are not already included in the flow template, they will be automatically added as flow-related personnel.
      • Teams cannot be added directly from the Flow Administrator screen.
        • If team members are added directly from the original flow template or assigned to specific tasks, they will be displayed as individual icons instead of team icons in the flow-related personnel list.

       

      How to Confirm Flow-Related Personnel

      Flow-related personnel can be viewed and edited directly from the flow screen.

      *Viewing and editing flow-related personnel is subject to the permissions assigned to each member.

       

      Click the arrow icon located next to "Flow-related Personnel" on the right side of the flow screen to view the current members associated with the flow.

      *The member icons marked with an exclamation point indicate that the account status of the member is "terminated."

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      How to Edit Flow-Related Personnel

      Click on "Edit Flow-Related Personnel" located within the flow details.

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      Adding Flow-Related Personnel

      Clicking on "Edit Flow-Related Personnel" will open the editing screen. If you wish to add new flow-related personnel, click on the "Add" section at the bottom of the screen.

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      A list of Flow Administrators, Task Managers, and Guests who have not yet been added to the flow will be displayed. To add a desired member, simply click on their name, and they will appear under the corresponding account permission title.

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      Removing Members Added from the Flow-Related Personnel Screen

      To remove a member added as flow-related personnel, simply click the trash can icon located next to the member's name in the editing screen.

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