Workflow Manager 2017
Before you get started using Workflow Manager for the very first time, there are a few steps you need to take to set up Workflow Manager for your organization.
| • | Login Using Super User Account and Change Password |
| • | Create an Administrator Company and System Administrator Account |
| • | Create Administrator Roles and Administrator User Accounts |
| • | Create a Consumer Company, Consumer Roles, and Consumer User Accounts |
| • | Create a Workflow Template |
| • | Create a Project |
| • | Assign Permissions and Notification Settings to the Workflow Template |
Workflow Manager 2017 Help Library (Updates 1 and 2)3 September 2018 |
Copyright Information | Flexera Software |