ProWorkflow

How do I reset my ProWorklow Account Password

I would like to reassign or replace a user on Projects or Tasks.

How do I use the Reassignment Tool?

The Project Settings set the default project details for new projects.

How do I update the Project Settings?

You can change the color scheme for your account to your preference!

How do I change the appearance of my account?

The Project Request settings set the defaults for new project requests.

How do I update the Project Request Settings?

What is the Category Editor?

This is a brief outline of the differences between our sample User & Permission Roles.

What are the differences between the Administrator, Project Manager and Team Member roles?

I'd like to turn on/off email notifications for myself

How do I turn on/off Email Notifications for myself?

Changing Users and Permissions

How to add quick links in the top header of ProWorkflow for easy access

How do I add/edit/delete header links?

This article explains the different types of roles available for Staff users

What are the Users & Permission Roles?

Natasha Robinson

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.