Admin Guide

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 
• Workflow Setup
• Results
• Settings
• Admin/User Mode toggle button
• Workflow/Taskstream Switch
• 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:

Workflow Setup

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

• Workflows — the section where you set up flows for your company documents.
• Participants consist of the users and groups sections.
• Users — here you can manage the list of team members in your Fluix account.
• Groups — you can organize users into Groups and use them as participants in the workflow.
• File Storage — built-in cloud storage, which you can use for your company documents.
• Integrations — here you can connect your company storage to Fluix, and then use it in workflows.
• Form Builder — in this tab, you can recreate your paper-based documents – contacts, checklists, agreements, etc. – as fillable forms and use them for automated data collection.

Results

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 your users completed.
• 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).
• System Reports — manage the devices, check user activity, and track the document flow within each workflow.

Settings

From this section, you can access:

• Permissions — this allows you to give your team members specific rights to access and manage the Fluix Admin Portal.
• Security and File Sharing Settings: This setting helps you 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.

User Mode

This is the section where you can access and work with the documents as an end-user in the Web User App. To access the documents on the device, download the Fluix Docs App for iOS from the App Store.

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. 

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

Learn how Fluix can help in your industry.

Access to the Fluix Admin Portal is managed in the Permissions tab under the Settings 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.

Explore Fluix features and processes

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 Workflow Setup -> Participants -> 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, click on the Reset Password button.

Step 2. Once you see the message “The password got successfully reset,” an email request is sent to the email address asking to change the password immediately.

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

Note: Upon three attempts to log in with incorrect credentials, the system is 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.

Check what you can do with Fluix. Explore features >

If you’re looking for a software solution that can automate manual paper-centric processes and drive efficiency across your entire business, you’re on the right track.

With Fluix, you can easily streamline the flow of digital documents between your field teams, office managers, and customers. You don’t need to be tech-savvy or spend hours of time learning the basics and training your colleagues – you and your team can get started using Fluix right away, and you’ll always be supported by our world-class customer service team.

Fluix consists of two parts: the Admin Portal and the user app on iOS devices or web.

Right now, we’re in the Admin Portal  – the heart of Fluix – where you can configure any kind of workflow, manage app users, organize file structure and storage and define file-sharing settings.

You’ll also be able to track documents your field teams work on, analyze data collected in the field, and perform many other time and cost-saving tasks.

The starting point is the Workflow Setup section. Check our Workflows overview to learn more about workflow capabilities and how they’ll benefit your team.

The Submit by HTTP action in Fluix allows you to automatically transfer data from completed forms to a preconfigured URL or external tool. This feature is especially useful for integrating Fluix with other platforms and automating data exchange between them.

What Is HTTP Submission?

HTTP Submission enables Fluix to send form data directly to an external endpoint once a workflow step is completed. For example, you can use it to:

• Send completed forms to your company’s internal database
• Pass field data to an API endpoint
• Transfer documents to third-party tools that accept HTTP POST requests

Once configured, the submission happens automatically after a user completes the document.

How to Set Up HTTP Submission

1. In the Workflow, add a new step or edit an existing one.
2. Under Submit Actions, select Submit by HTTP.
   
   
   
3. Enter the destination URL – this is the endpoint where the data will be sent.
   
   
   
4. Select the file format for your submission.
   
   
   
5. Click Save & Publish.

Submit by HTTP can be performed in the following formats and methods:

1. Editable PDF
   
   The entire document is sent as a single, editable PDF file.
   Ideal when the receiving system needs access to the original form layout and editable fields.
   
2. Flattened PDF
   
   The document is submitted as a non-editable PDF file.
   Useful for archiving or when no further edits are needed.
   
3. XFDF
   
   Only the form field data is extracted and submitted – not the full PDF file.
   Recommended for integrations where the external system stores data fields rather than full documents.
   
4. POST Values
   
   Extracts key-value pairs from the form fields and submits them to the specified HTTP URL using the POST method.
   Commonly used for API-based integrations, where each field corresponds to a parameter in the request body.

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