Administrator Training Overview

Administrator Training Overview Administrator Training Page Links Logging in as the administrator Admin Menu items, summary Manage Users How do I add new users Company Setup Workflow Setup Additional Features in Workflow Setup Auto Assign / Update DVI Setup DVI Sheet...

Logging in as the administrator

Getting Started Logging in as the administrator Autoflow is a true cloud based system. To “open it” you will start by opening a new tab on your web browser. Autoflow is optimized for Google Chrome and Mozilla Firefox. Go to your shops new Autoflow URL...

Admin Menu items, summary

The admin user menu where you make this YOUR software Edit Account:  This is where you can specify your notification preferences and several other user specific toggles. Change Password:  This allows you to update your password Wall Message:  This option allows the...

Manage Users

The ability to suspend, activate, and reset the password for all other shop users is done in one place, the Manage Users page. How to Access Manage Users Login as the Admin. Click on the admin user name in the top right corner. Click Manage Users. Adding a New User To...

How do I add new users?

Your First Objective Create logins and passwords for your staff Click “Add New User” from the Admin menu Select whether this staff member is a technician or service advisor. Add names Add an email address This is NOT for communication with clients but is...