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Add Your Information Feature

 

The Application Settings section allows super users or normal users with relevant permissions to change various settings used throughout ProWorkflow.

 

If you have the appropriate permissions then to access the Application Settings Page:

1. Click 'ADMINISTRATION' on the left nav bar.
2. Click 'Application Settings'.

 

The 'Add Your Information Option' allows clients, staff, contractors and other users to add their contact information directly. A link is displayed on the ProWorkflow login page which opens a new window where users can enter their details.

 

An email alert is sent to the email address in 'New Project Request "To" Address' on the 'Email Alerts Settings' Page. Refer to this article for more information.

 

This information can then be checked and edited before being added to ProWorkflow. Contacts who have not been approved yet are shown as flashing icons in the 'Contacts Page'. Refer to this article for more information.

 

To turn on/off 'Add Your Information':

1. Scroll down to 'ADD YOUR INFORMATION OPTION'.
2. Use the radio button to select whether the option should be turned on – 'Yes' or 'No'
3. Edit the 'Title' text box if required.
4. Edit the 'Description' text box if required.
5. Click 'UPDATE'.

To reset the Title and Description click 'Reset to Default'.