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Event categories and actions
Understanding event categories and actions Event categories are groupings that help admins to filter down to specific sets of actions performed by users in an account,…
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Product Tip: How to transfer ownership of your account in Kissflow
In Kissflow, only the current Account Owner can transfer ownership. Who is an Account Owner? The Account Owner is the person who created the Kissflow account.…
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User governance
If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account, shedding light on how users interact with various roles.…
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Admin notification settings
Admin notification settings The Notification settings section allows Super Admins to customize account notification preferences according to their communication needs.…
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Geolocation settings
Account Admins can enable geolocation feature for users to utilize within forms, enhancing data collection capabilities. Accessing Geolocation settings After you sign in to Kissflow,…
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Active sessions
Accessing active session The Active Sessions page provides details about the devices and locations where your account is currently active. Sign in to Kissflow,…
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Compliance and backup history
Note: This service is available on request. Please contact our support team to enable it on your account. As a Super Admin, you can manage your account's data backup.…
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Backing up data to Kissflow
Note: This service is available on request. Please get in touch with our support team to enable it on your account. Configuring data backup As a Super Admin,…
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Backing up data to Google Drive
Note: This service is available on request. Please contact our support team to enable it on your account. Configuring data backup As a Super Admin, you can configure your backup preferences…
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Backing up data to Google Cloud Service (GCS)
Note: This service is available on request. Please contact our support team to enable it on your account. GCS prerequisites Before you start account backup configuration in Kissflow,…
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Backing up data to Amazon S3
Note: This service is available on request. Please contact our support team to enable it on your account. Amazon S3 prerequisites Before you start account backup configuration in Kissflow,…
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Data backup overview
Note: This service is available on request. Please contact our support team to enable it on your account. Data backup in Kissflow is essential for safeguarding organizational data against loss and…
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Admin actions in a process
Process administration The Administration section of a process lets a Flow Admin access the items, modify their status, and make necessary changes. Navigate to the process page and click the More…
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User roles and permissions
Different roles in Kissflow offer varying levels of access and permissions. To access the Account Administration and Governance page, users must be assigned one of the four available Admin roles.…
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Upcoming changes to access control within Kissflow
In the next two weeks, we're rolling out critical changes to how access control functions within Kissflow. The issue: Kissflow currently manages access control via user types,…
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Product Tip: How to automate an AMC renewal process for your organization using Kissflow
See how to automate an AMC renewal process for your organization using Kissflow What is AMC Renewal? AMC means renewal of annual maintenance contract or renewal of annual maintenance cost.…
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Product Tip: How to protect Employee management fields from being used or looked up by other flows in my Kissflow account
Organizations collect confidential information such as phone numbers and blood groups in Employee management in their Kissflow account. In my case, I don't want flows to look up phone numbers.…
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Governing connections
As a Super Admin, or an IAM Admin, you can get information about the connections used in your account. This gives you visibility and helps you in informed decision-making regarding the optimization…
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Managing portal users
Portal Admins can activate, deactivate, and delete portal users. They can also resend verification emails to unverified users and send reset password emails when necessary.…
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Account governance overview
What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts effortlessly.…
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Group governance
As a Super Admin, or an IAM Admin, account governance provides you a clear view of all groups within your Kissflow account. It presents a list of groups, their creators,…
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Process governance
As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account. This feature makes it easier to manage data by giving you a better view and…
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Board governance
As a Super Admin, or an IAM Admin, account governance feature in Kissflow gives you a good look at all the boards in your account. It helps manage data better by showing you everything about your…
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Dataset governance
As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account. This feature enhances data governance by providing visibility…
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Governing lists
As a Super Admin, or an IAM Admin, you can manage and optimize the usage of lists in your account, leading to enhanced data management practices and improved overall performance.…