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

jessica il y a 4 ans dans Workflow Module • mis à jour par Sheryl Martin il y a 4 ans • 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 il y a 4 ans

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".

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