Admin Guide

What is Admin Portal?

Fluix Admin Portal is the main hub for Fluix admins. There they can perform all sorts of account-related tasks such as creating and managing workflows, tracking user and document workflow and activity, making any changes to settings, etc.

Fluix Admin Portal has the following sections:

  • Dashboard 
  • Configuration
  • Data
  • Actions
  • User App
  • Account

Let’s have a quick look at each of them.

Dashboard

From here, you can get a snapshot of company activities such as last  documents your team worked on, alerts and news, live feed of events within your account, a report on the versions of iOS and Fluix apps your users are using, and more:

 

Configuration

This is the main section you will work with. From here you can access:

  • Users — here you can manage the list of team members in your Fluix account
  • Groups — on this tab, you can organize users into Groups and use them as participants in the workflow
  • Workflows — the section where you set up flows for your company documents
  • Roles — allows you to give your team members specific rights to access and manage the Fluix Admin Portal
  • Remote Storages — here you can connect your company storage to Fluix, and then use it in workflows
  • Fluix Storage — built-in cloud storage, which you can use for your company documents
  • Security and File Sharing Setting — help you to configure the security and sharing options on the Admin Portal and devices
  • Email Notifications — here you can decide which automatic email notifications to send to your Fluix account Owner, Admins and Users

 

Data

In this section, you can create four types of reports:

  • Document Status —  provides information about the current status of all workflow documents on which actions are performed
  • Datasets — collect and analyze data from the documents that were completed by your users
  • Pushed to Device — a tool to push a document or a message to your users
  • Devices — manage the devices used to work in Fluix
  • Users — check user activity
  • Workflows — track the document flow within each workflow

Actions

This option gives you quick access to the most popular actions:

User App

The section where you can access and work with the documents as an end-user

Account

Contains the list of Fluix accounts where you are registered, Billing and Help sections.

Billing

Here you can set up the billing details of your account and track the payments made for the Fluix subscription.

Help

In the Help section, you can find all types of information on the account setup, user app guide, learning resources, or just reach out to the Fluix Support Team.


Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

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I can’t log into Fluix

If you can’t log into your Fluix account, you can reset your password by clicking on the Forgot password link on the login screen.

If a user can’t log into his account, the password can be reset by a user in the same way above, or being a Fluix Admin, you can reset such User’s password from the Admin Portal. To do so, proceed to Configuration -> Users, and follow the steps below:

Step 1. Click on the User who can’t log in and you will be taken to the User’s page. There, in the middle portion of your screen, under User Password click on the Reset button.

Step 2. Once you see a message The password got successfully reset, an email request is sent at once to a user asking to change a password.

Alternatively, the user can reset the password from the device or web app by tapping on the Forgot password link on the login screen.

Please, note that upon three attempts to log in with incorrect credentials the system is getting blocked for 1 minute for security reasons. Upon each further failed attempt the time of delay increases.

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

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