Managing Companies

Workflow Manager 2019

There are two main categories of people using Workflow Manager

Workflow consumers, who submit workflow requests.
Workflow administrators, who create workflow templates and perform tasks to complete workflow requests.

These categories are referred to as companies. A workflow administrator can do work for multiple workflow consumer companies. Each time a workflow administrator company starts work for a new consumer, a new workflow consumer company needs to be created.

Workflow Manager accounts are associated with one company, as are templates, projects, and workflow requests. A consumer can only see review workflow requests associated with their company, but a consumer can see information for workflow requests submitted by all of their consumer companies.

By default, two companies are provided with Workflow Manager: the Workflow Consumer company and the Workflow Administrator company.

Information on managing Workflow Manager companies includes the following topics:

Creating a New Company
Viewing or Changing an Existing Company
Deleting an Existing Company