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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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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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Adding and managing users
Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete, and change the roles of users from your Kissflow account.…
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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). Super Admins, and IAM Admins can set up SCIM-based user sync for Azure AD.…
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User management overview
Accessing the User management page Super Admins, IAM Admins, and User Admins have access to the User Management tab in the Account Administration section,…
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Account details, customization, and connected domains
Super and IAM Admins can access these settings by clicking your profile picture on the top right corner of the home page > Account administration > Account settings.…
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Admin actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Process administration The Administration section of a process lets a Process Admin access the items, modify their status, and make necessary changes.…
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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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Audit log
Kissflow plans: ✕ Basic ✓ Enterprise The Audit log within account administration contains the audit log of: All activities related to account settings. User sign in, sign up events, and actions.…
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Group management
Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management. You can use these groups to assign workflow steps, share flows, and more.…
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Configuring Azure AD directory sync
As a Super Admin, or an IAM Admin, you can synchronize user and group information from your third-party directory accounts to Kissflow using the Identity Provider feature under User Provisioning in…
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Account security
Super Admins and IAM 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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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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Service account overview
Kissflow plans: ✓ Basic ✓ Enterprise 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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Task delegation
As part of Account Administration, the task delegation feature allows Super Admins to delegate future process tasks belonging to users out of the office to another user.…
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Flow settings
Super Admins and IAM Admins can control who can create new flows in Kissflow. All flows, including process, board, dataset, and integration, will be enabled by default.…
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Impersonation in service accounts
Kissflow plans: ✕ Basic ✓ Enterprise 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.…
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Subscription and billing
Managing subscription Super Admins and Billing Admins can access an account’s subscription details by clicking Account administration > Subscription & billing.…
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File upload settings
As a Super Admin, or an IAM Admin of your Kissflow account, you can choose which file attachment services all account users can use to upload files to Kissflow.…
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Impersonating users using a service account
Kissflow plans: ✕ Basic ✓ Enterprise Assume your team is responsible for procuring office supplies for your company from multiple vendors. To achieve that, you have created two processes:…
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Account governance overview
Kissflow plans: ✕ Basic ✓ Enterprise What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts…
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Managing portal users
Kissflow plans: ✕ Basic ✓ Enterprise Portal Admins can activate, deactivate, and delete portal users. They can also resend verification emails to unverified users and send reset password emails when…
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Creating and managing service accounts
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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:…