1. Procentive User Community
  2. Workflow Module
  3. Preguntas
0

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

jessica hace 4 años en Workflow Module • actualizado por Sheryl Martin hace 4 años • 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. 

Sheryl Martin hace 4 años

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".

Servicio de atención al cliente por UserEcho