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 and taskstreams, tracking users, document workflow, tasks, and activity, making any changes to settings, etc.

Fluix Admin Portal has the following sections:

  • Dashboard 
  • Configuration
  • Data
  • Taskstreams
  • 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 the last documents your team worked on, alerts and news, the live feed of events within your account, a report on the versions of iOS and Fluix apps your users are using, and even more widgets and reports:

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 — this 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 several 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.
  • Bulk Signing — a tool to send multiple documents as a package to collect eSignatures from a list of people (enabled by request).
  • Devices — manage the devices used to work in Fluix.
  • Users — check user activity.
  • Workflows — track the document flow within each workflow.

Taskstreams

This is a sequence of repetitive tasks and actions that will help you to automate your business processes. The task can be assigned to a specific group of users according to their company’s roles and responsibilities. This functionality is​​ enabled by request. You can find more information on Taskstreams and how to create them here.

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 along with the Contact support button.

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, educational videos, FAQ, glossary, or just reach out to the Fluix Support Team. 

In the Educational videos section, you can find plenty of videos aiming to help you navigate the app and understand its main processes.

The Learning Resources section contains a variety of articles on integrations, feature tutorials, some notes on information security, and tips for creating PDFs. 

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

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Access to Admin Portal

Access to the Fluix Admin Portal is managed in the Roles tab under the Configuration section.

There you can grant access to all or particular sections of the Admin Portal to your users based on their roles in your team.

To learn more about roles please proceed to Roles article or 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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