Tuesday, December 13, 2016

How to invite other users to my company on Rethink Workflow?

If your company does not use G Suite, you can invite other users using their email addresses to join your company by following the steps below:

1. Access Rethink Workflow at https://secure.rethinkworkflow.com with an administrator account.
2. Click on the sidebar menu, go to "Settings", then click on "Users"

3. On the Users screen, click on "INVITE USERS" button

4. On "INVITE USERS" screen, enter the email address you want to invite. You can enter multiple email addresses but remember to split them into lines. Each email should be on a separate line. 

Rethink Workflow will send the invitation with a link on the email for the user to verify like in the following example. Please remind the invited users to check their spam folder. 

The invited user clicks on the link to create an account if they have not yet registered. Then click on ACCEPT to join your company. 

Monday, December 12, 2016

How to impersonate someone in your organization?

As an administrator, Rethink Workflow allows you to impersonate someone within your organization.

This feature is particularly useful when you want to test a workflow design, or when someone in your organization is stuck on something, and you want to provide support.

The following screenshots demonstrate the steps in which Jackson Miller (domain administrator) impersonates Bradly Karner (an employee) and later switch back to his own account.

1. Jackson Miller opens the sidebar menu and clicks on Impersonate

2. Jackson Miller search and click on Bradly Karner to impersonate him
3. Jackson Miller can perform any action as Bradly Karner
4. Jackson Miller then switch back to his account

Saturday, December 10, 2016

In all emails being sent out from my workflows, can I set the sender to a different email address?

Rethink Workflow allows the workflow designer to specify sender and reply-to for email communications being sent out from our system.

Set the sender and reply-to per workflow

To change the sender and reply-to per workflow, click on the VARIANT and scroll down to "Email Settings" section. 

Set the sender and reply-to for the entire organization

You can set the sender and reply-to for the entire organization in Company settings

Friday, December 9, 2016

Internal Workflow vs. Public Workflow

An internal workflow can only be initiated only by individuals belong to the same company. A public workflow allows individuals outside or inside of the same company to initiate.

How to design

You can indicate a workflow to be internal or public using "Public" option on VARIANT tab of the workflow design page.
When Public set to Yes, anyone from outside of your organization can initiate a new document by using the link generated in "Public URL."

For example, the public URL or our Contact Us workflow is https://secure.rethinkworkflow.com/#index/index/company/56d23bbacf8a950300149d0e/workflow/5c092d062dae9800115cdc13 and we include it to this website on the top navigation links.

How to use

The following demonstration shows how an end-user outside of our company can initiate a request:

If the end-user does not have an account with Rethink Workflow, they can simply create one using our streamlined authentication process.

Monday, August 1, 2016

How to register an account with Rethink Workflow using G Suite account?

If your company is using G Suite (formerly known as Google Apps for Work), follow the following steps to register an account with Rethink Workflow:

  1. Ensure that Administrative APIs has already enabled (https://support.google.com/a/answer/60757)
  2. Go to https://secure.rethinkworkflow.com/ and click on the "Sign in with Google" button to sign in
  3. Once you click on this button, you should be prompted to enter your email and password as displayed on the next two screens. 

  4. After you have entered your user name and password, you should be redirected to the company setup screen where you can provide information regarding your company
  5. Once you have setup your organization, Rethink Workflow will automatically sync all users from your domain in the background. Please give 24 hours to see the users synced to your Rethink Workflow account. While that is happening in the background, you can proceed to design your workflow by following the instructions given here