Workflow Manager 2015
The Company/Business Unit Details page allows you to view and update the details of an individual company. Different fields are available depending on whether you are viewing one of the two default companies, and whether you are viewing an administrator or consumer company. You can also use this page to remove an existing company which is no longer required.
You open the Company/Business Unit Details page from the Company/Business Unit Administration page by clicking on an existing company name or by clicking Add to create a new company.
Company/Business Unit Details Page
The Company/Business Unit Details page includes the following options:
|
Option |
Description |
|
Company/Business Unit Name |
A unique name for the company. |
|
Company ID |
An optional identifier for the company. This could be a department number, or an identifier in your CRM software. |
|
Location |
A zone or location associated with your company (such as Chicago or Zone 1, for example). |
|
This is a workflow administrator company |
This check box is only displayed when editing an existing administrator company (in read-only format), or when you are logged in with the Super User account and are creating a new company. If checked, the company is a workflow administrator. When you are not logged in user the Super User account and are creating a new consumer company or editing an existing one, this field will not be displayed. |
|
Is a workflow family owner? |
This field is only available for workflow administrator companies. If checked, only this company may create new workflow families for projects that it administers. If unchecked, both this company and the consumer companies it services can create families. |
|
Workflow families |
This field is only available when editing an administrator company or a consumer company other than the default Workflow Consumer company. Use it to create a set of workflow families to group workflow requests associated with this company into. To create a new workflow family, click the Add Family link to open the Create Workflow Family area. Every family you create will be listed in the multi-line text box. Enter a workflow family name in the text box and click Add to add it to the list.
To delete a workflow family, select one or more families from the list and click Delete Family. Refer to Managing Workflow Families for more information about workflow families. |
See Also
Workflow Manager 2015 / AdminStudio Enterprise Server 2015 Help Library10 September 2015 |
Copyright Information | Flexera Software |
