Assiging your users in Shop-Ware ensures matching assignments in Autoflow.
Setup Staff in Shop-Ware
- User mapping in Autoflow is based on Email for your staff in Shop Settings.
- Click the gear next to a user
- Confirm emails for each user on your staff that has a login with Shop-Ware
- Note: Autoflow does NOT require that you have users in both systems.
Manage Users and Setup Mapping in Autoflow
- From your admin menu, select “Manage Users”
- Click the pencil to “edit information”
- Add the email for the staff member from Shop-Ware to the SMS Username field.
- Click Save
Assigned Users Appear on Tickets in Autoflow
- The assigned technician will appear in Autoflow
- Priority assignments in Autoflow are based on order of transfer until set otherwise.
- Users cannot assign in Autoflow to alter Shop-Ware. Best to Assign in Shop-Ware and prioritize in Autoflow
Important to note: Switching assignments in Autoflow does NOT update Shop-Ware (at this time) Watch for updates to this integration in the near future!