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Updated on 12/10/2019
Workflow Documentation
Users Menu
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Users Menu

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Users represent people who are able to login to the Workflow application. These are generally employees of the company that can be organized by companies, departments, and user types.

Every user has a user type, which helps define the characteristics of similar users. Every user must also belong to a department, which represents an actual department in your company, or another logical group of users.

You can organize users into user types, departments, and companies, giving you greater flexibility to manage groups of users with similar characteristics. At a minimum, a user must belong to one department and one user type. While companies are optional, they offer an additional layer to group users. 

You can assign permissions that control what users see and which actions they can perform in a workflow. You can also assign cases to specific users, and you can configure user notifications and personal preferences.

Users fall into the following general types, each with a different access level:

  • Administrators: These users can manage and configure the Workflow application.
  • End Users: These users can access the application, but cannot access or manage Setup functionality in Workflow.
  • Contacts & Guest Users: These users do not log into Workflow. They have limited access only to their cases. Administrators determine which actions these users can execute.


The following diagram illustrates the relationship between users, user types, departments, and companies: