First Use Tasks

Workflow Manager 2020

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.

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Login Using Super User Account and Change Password

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Create an Administrator Company and System Administrator Account

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Create Administrator Roles and Administrator User Accounts

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Create a Consumer Company, Consumer Roles, and Consumer User Accounts

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Create a Workflow Template

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Create a Project

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Assign Permissions and Notification Settings to the Workflow Template