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Adding and managing users
Account Owners, Super Admins, and User Admins can activate, deactivate, delete, and change the user role of users from your Kissflow account. They also can resend verification emails to unverified…
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Group management
Account Owners, Super Admins, and User Admins can create and manage groups to streamline administration and access to flows. You can use groups to assign workflow steps, share flows, and more.…
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Setting up SAML-based Single Sign-on for Microsoft Azure AD
SAML is an acronym for Security Assertion Markup Language (SAML). Its primary function in online security is to allow you to access multiple web applications with a single set of sign in credentials.…
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Impersonating users using a service account
Assume your team is responsible for procuring office supplies for your company from multiple vendors. To achieve that, you have created two processes: Purchase Request and Purchase Order.…
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Creating and managing access keys
Access keys are a vital part of how a service account works. You can create up to 50 access keys per service account. Creating an access key Navigate to your service account and click the Create…
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Creating and managing service accounts
Creating a service account Service accounts let you automate certain aspects of your Kissflow account. You can create and access service accounts as a Super Admin of your account.…
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Impersonation in service accounts
What is impersonation? Impersonation in a service account is the ability to act on behalf of a user or an item inside your Kissflow account. By impersonating a user,…
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Service account overview
What is a service account? A service account is a non-user account used for automating integrations, accessing common resources from outside the account,…
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Audit log
The Audit log within account administration contains the audit log of: All activities related to account settings. All user sign in, sign up events, and actions.…
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Account settings
Account Owners and Super Admins can access the Account Settings tab on the Account administration screen. You can view and customize your account and domain name, change the account logo,…
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Task delegation
As part of Account Administration, the task delegation feature allows Super Admins to delegate future tasks to users out of the office or on vacation. Super Admins can choose to delegate all the…
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User roles and permissions
Here's a list of all the types of user roles inside Kissflow. Super Admins Super Admins can perform all of the administrative functions associated with the Kissflow Account.…
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User management overview
Accessing the User management page Owners, Super Admins, and User Admins have access to the User Management tab in the Account Administration section, which gives an overview of all the users in the…
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Exporting user data
As an Account Admin, you can export the details of some or all the users in your Kissflow account. Exporting user data To export your user data, follow the steps below: Sign in to Kissflow.…
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Flow settings
Account Owners and Super Admins can control who can create new flows in Kissflow. All flows, including process, channel, case, project, teams, dataset, chat, and integration,…
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Setting up SCIM with Okta
Kissflow supports automatic user provisioning with System for Cross-domain Identity Management (SCIM) standard. Okta’s SCIM-based user provisioning for Kissflow supports the following features:…
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Setting up SCIM with OneLogin
Account Owners, Super Admins, and User Admins have the ability to manage SCIM-based user provisioning with OneLogin. Start by turning on SCIM in Kissflow:…
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Setting up SCIM with Azure Active Directory
User provisioning through SCIM 2.0 is only available through the hosted AD version called Azure Active Directory (AD). Kissflow Account Owners, Super Admins,…
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File upload settings
As an Account Admin of your Kissflow account, you can choose which file attachment services all account users can use to upload files to Kissflow. You must turn on at least one service to upload…
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Account security
The Account Owner and Super Admins have complete control over the sign-in page customization and custom sign-up URL associated with your organization’s domain.…
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Weekends and holidays
Kissflow lets you manually update your organization’s workweek and holidays so they are considered while defining deadlines in your workflow. Your organization's weekend days are left unselected by…
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Format settings
As a Super Admin, you can control your account’s default settings that impact how data is formatted and displayed. Account timezone. Your organization's timezone is considered when you configure a…
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Configuring Google Workspace directory sync
You can add users and synchronize user information from your third-party directory accounts to Kissflow using the Identity Provider feature under User Provisioning in Kissflow.…
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Managing directory sync configuration
Navigate to your Identity provider settings under Account Administration > User provisioning > Directory sync to manage and perform other actions related to your configuration.…
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Configuring Azure AD directory sync
You can synchronize user and group information from your third-party directory accounts to Kissflow using the Identity Provider feature under User Provisioning in Kissflow.…
Know how to use Kissflow as a Super Admin