Flow Groups are used in the Sales and Partner Portals to define a group of flows that a particular role or partner has access to. If e.g. one partner is allowed to only sell a particular product line and another partner may sell two product lines, there will be two flow groups configured with the respective flows added to them.
NOTE: In order to have access to a flow through the Sales and Partner Portals, at least one Flow Group needs to be configured and correctly assigned.
Adding a Flow Group
Supply a unique name in the Enter a name input field. Click on Add to start defining the flow group (see below). This name will not be displayed to users or customers.
Removing a Flow Group
In the row of the respective flow group click on the Remove action. The flow group will be removed without further warnings.
Editing a Flow Group
Click into the row of the flow group you wish to edit.
Flow Group Settings
- Name: Define a unique name for your flow group.
- Auto-assign to all Partners: If you use the Partner Portal: Automatically assign this flow group to all your resellers and/or partners. If you add partners or resellers later, they will automatically have this flow group available. Check this by default unless otherwise required.
- Auto-assign to all Sales Reps: If you use the Sales Portal: Automatically assign this flow group to all your sales representatives. If you add sales representatives at a later point, they will automatically have this flow group available. Check this by default unless otherwise required.
Click on Save to store your changes.
Product Selection Flows
Adding a Product Selection Flow
Type the name of a flow into the Search field. Once you see the flow you're looking for click on Add. Flows are displayed in the order they are added. If you wish to change the order of flows remove (see below) and re-add them.
Removing a Product Selection Flow
In the row of the respective flow click on the Remove action. The flow will be removed from this list without further warnings. The flow itself stays unchanged.