Once a user is approved in FlowHawk, a few setup steps ensure they have the correct access and begin receiving the right assignments.
1. Approve the New Member
When a user signs up and selects your organization, they appear in the Pending Members list.
After confirming they should join your organization, approve their request.
2. Add the User to the Appropriate Team(s)
Without being assigned to a team, users may not be included in follower groups or Rooms automatically.
For organizations using Cases, team membership is connected to workflows.
Users are added to teams
Teams are included in follower groups
Follower groups determine which Rooms are created for new cases
For Organizations Using Rooms Only
Workflow Builder is not used
Teams can be added to Rooms to include all users on the team
Adding a user to the correct team(s) helps ensure:
They are included in the right Rooms
They receive the correct notifications
3. Automatic Access to New Cases and Rooms
After a user is assigned to a team:
Case-enabled organizations:
Users are included in Rooms created for new cases when their team is part of a follower groupRooms-only organizations:
Users are included when their team is added to a Room
4. Add the User to Existing Cases or Rooms (If Needed)
Team assignment does not apply to past activity.
If a user needs access to existing cases or rooms, they must be added manually.
This applies to:
Existing cases and their rooms
Existing Rooms
Any past activity the user needs access to
Summary
After approving a new user:
Add them to the appropriate team(s)
They will be included automatically in new Cases and Rooms going forward
Add them manually to any existing Cases or Rooms if needed