As a Business Admin you can start a flow on behalf of multiple users at the same time.


Here's a few common examples that are popular with our clients:

  • Kick off performance reviews company wide

  • Start a flow for your employees to sign a policy document via online signature

  • Delegate tasks across multiple team members


To start a flow on behalf of another user:

  • Click Start Flows in the menu

  • Select the flow you would like to start

  • Click Edit users

  • Select the users you would like to start this flow for

  • Enter a meaningful subject i.e Q3 employee performance reviews

  • Click Start

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