Workflow definitions - Can we add them just to one account for a trial?

jessica 3 years ago in Workflow Module updated by Sheryl Martin 3 years ago 1

I would like to try to set up Workflow definitions and alerts. Am I able to do that on my account only without it sending alerts to other Procentive accounts on my agency? I was hoping to learn more about the process before introducing it to our entire team. 

You can set it up initially to only go to yourself or someone else you choose.  Ideally, eventually, you want to set your workflows to go to "roles".