Showing posts with label administration. Show all posts
Showing posts with label administration. Show all posts

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