Personal info, format settings, and task delegation
Accessing your profile
Click your profile picture in the upper-right corner of the Home screen and click My settings. The My settings page has three categories: General, Security, and Notification settings. The General settings page includes Personal info, Format settings, and Task Delegation.
Personal info
The Personal info page allows you to fill in your details, upload a profile picture, add a signature, and manage your email address. You can also change your password if it is compromised or your company requires a password change. If you forget your current password, follow the steps below:
- Click Change password > Forgot password?
- Click Send email. You will receive an email with instructions on how to reset your password. This email is a time-sensitive email that expires after 24 hours.
To change your password, click Change password. Enter your current password and your new password, and click Save.
Format settings
You can manage the format settings to format the display and data of your account. These settings apply to your account, not the account-wide format settings, which only the Super Admin can change.
Account time zone. Your organization's time zone is considered when you configure a scheduled action for integration or include a deadline in a workflow. All data from processes, boards, and apps will match your time zone.
Language. Choose the language for your Kissflow account. Kissflow is currently offered in English, French, Spanish, German, Italian, Russian, Korean, Simplified Chinese, Japanese, Vietnamese, Thai, Arabic, Polish, Greek, Turkish, and Portuguese.
Date format. Choose a suitable date format for your business. The number and currency format are based on your browser settings. Remember to click Save after choosing your preferences.
Task delegation
Delegate your process tasks to another user when you are not around. Existing items stay with you, and only new tasks go to the user you select. You can cancel a delegation at any time.
- Click Add delegation.
- Select a Start date. To end the delegation automatically, select an End date.
- Select an option under Delegate for:
- All processes: Every task you receive goes to one user. Select the user under Who do you want to delegate your tasks to?
- Specific processes: Select the processes to delegate, and select a delegate for each one. Approvals from one process go to one colleague, and approvals from another go to someone else, within the same delegation. Processes you leave out stay with you.
- Click Add.
Under Specific processes, the list includes standalone processes and processes inside apps. Each app process carries the name of its parent app. To find a process:
- Search by process name.
- Click Filter to narrow the list by delegated state, process type, or app. The button shows the number of active filters.
- Select several processes, then click Delegate to to assign them to one user, or Cancel delegation to clear the delegates.
The same options are available in the Kissflow mobile app.
Note:
Existing process items in your queue will not be delegated. New process items alone will start to be redirected to the delegatee.
Viewing your delegation
After you save, the delegation appears as a card with these details:
- Scope: All processes, or the number of processes with a breakdown of standalone and app processes, such as 3 processes (2 standalone ยท 1 app).
- Delegated to: The user who receives your tasks. When processes go to different users, the card lists everyone.
- Start date and End date.
A chip beside the card title shows Active when the delegation has begun, or Scheduled when it starts on a later date.
Modifying the delegation information
To change a delegation, click Edit on the card. To remove it, click Delete. New tasks return to you, and tasks that are already delegated stay with the user who received them.
When a Super Admin sets a delegation for you, the card title reads Delegated by a Super Admin, and only Cancel is available.
Note:
Super Admins can override any delegation set by a user under My settings. They cannot override a delegation that has been already overridden but can edit it.