Assigning Workflows to Users

Owned by Kiss, Mate
Jul 31, 2018
1 min read

Overview

This page describes how the administrators can decide which workflow should each user go through to gain access to conversations.

To see how workflows can be created refer to the Creating a Workflow article.

Three factors determine which workflow will be used for a certain user.

  • Workflow defined on the configuration page of the user
  • Workflows assigned to the Groups that the user is part of
  • The priority of workflows, that can be configured when creating a workflow.

Configuration

If a workflow is defined on the configuration page of the user, then this workflow will be used.

If there is no workflow defined on the user configuration page, then the workflow will be selected from the workflows that are assigned to the Groups that the user is part of. From these workflows, the one with the highest priority will be selected.

When creating a workflow, the priority can be configured for each one. For more information refer to the Creating a Workflow article