Help > Admin Guide > Admin Portal > What is Admin Portal?

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:

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:

Data

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

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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