Let's imagine that your organisation has subsidiaries in multiple countries. Then you may want different sets of processes. At the same time, you want some super users to be able to access them all.
Or perhaps you're a consultant who works with multiple clients on an ongoing basis? Then you also want to be able to access multiple accounts easily (assuming you have permission).
Setting up multiple Gluu accounts
This is how you do it...
Create a Gluu account for each subsidiary.
Make sure that the people who need to access each account are created as users on each account.
You will now see an account selector when you log in:
Also, while you work in one account you can easily switch to another account by selecting it and jumping straight there without an additional login. Simply click on your 'Account settings'.
Clone processes from one Gluu account to another
Perhaps you want to share best practice processes between accounts or share them with your customers as a consultant?
This means that you e.g. create standard processes in one account that you copy to other accounts either to be used as-is or to amended to the specific business context they will be used in. It is a great way to save time by not having to do processes from scratch in every branch of your business and to ensure consistency in key processes. For consultants it is a short cut to give your customers a good starting point for process work.
So, in order to clone a process you must:
Have a user in both accounts using the same email
Have the 'Copy from account' and 'Create new process' admin rights
Once that has been taken care of, you:
Go to the process overview page on the account holding the process you would like to share
Turn on edit mode
Select the process you want to clone
Click the 'Clone' option in the top bar
Choose which account to copy the process to and which category, group etc. to place it in.
Looking for a how-to guide on how to clone processes within a single account as opposed to between separate accounts? Learn more here: How to clone processes
Tags: Job profiles, connect roles, onboarding,