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Admin Privileges
Admin Privileges

Understanding Admin Rights in woflow

Will Bewley avatar
Written by Will Bewley
Updated over 6 years ago

There are a number of tasks that can be completed by Admins that cannot by Active Users, here is a list:

Provisioning New Users

  1. Select Users from the main menu, then Add User

  2. Add first name, last name and email address

  3. Select Active User AND Training User**

  4. Save User

** All new users are to undergo training on woflow Academy, therefore should always be set up with a Training User account to practice in.

To invite new Admins, they should also get Company Admin and Viewer privileges.

Setting up Teams

The Menus view (from the main menu) will show all menus be category:

  • In Progress

  • Ready for Client

  • Pending Review

To filter these to a specific Team Lead's / QA Lead's team only, add each user's name to the Teammates setting:

  1. Select Users from the main menu, then click the Team Lead / QA Lead you want to set up the team for

  2. Click Settings

  3. Add each teammate under the Teammates setting

  4. Update User

Here you can also toggle Manager Notifications to receive notification of your teams' bookmarks/ messages.

QA & Menu Review

When an Active User completes a menu, it'll be marked as either Pending Review or Complete depending on their individual Manager Review settings.
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Manager Review is a percentage (default: 100%) of how many of a user's menus need QAing. If it is set to 20% then 2 out of 10 menus will be marked as Pending Review, whereas 8 out of 10 will be marked as Complete.
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These Pending Review menus will be seen in the Menus page and form the basis of the menus to be reviewed by their manager.

To set the Manager Review % go to the Teammates setting:

  1. Select Users from the main menu, then click the Team Lead / QA Lead you want to set up the team for

  2. Click Settings

  3. Toggle the Manager Review bar between 0% -- 100%

  4. Update User

Review menus from your queue in Menus. Clicking on any completed menu from the Menus page will take you to the Versions page - where you can review the menu in Review Mode, see Analytics, and Score the menu and mark it as Complete, or re-open it for the user by marking Edits Needed.

Analytics & Reporting

Analytics can be viewed on a menu level, a user level or a company level. To see the different levels:

  1. Menu Level - select the Analytics icon on the Version page

  2. User Level - select Analytics from that Users' settings page

  3. Company Level - select My Company from the main menu

Custom reports for your reporting requirements can be provided by woflow on request. Please request reports from will@woflow.com.

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