Flow guide
Coordination
The coordinator follows their companies: they open Flow and see the progress of the clients assigned to them, without going through everything else.
It’s for when there are many files and each person follows a slice: whoever coordinates mustn’t stumble into other people’s clients, nor be able to reorganise the flows.
Their screen
They open «Dashboard» in the left-hand menu — the title at the top says «Coordination» — on the «Your companies’ flows» tab. Above the list there’s the filter by state and, on the right, «Card view» / «List view»; in the per-uploader view there’s «Search uploader…».
Each card is a collection: how many files have arrived, what’s missing, who’s stuck. From there «Remind» sends the reminder to one person, «Remind everyone» to everyone who’s late, «View» opens the detail with the topics and files; «To answer» flags the questions waiting for an answer.
Whoever also has a flow to upload in person finds the «Your flows» tab; whoever validates, «Validation».
Assigning the companies
To give a coordinator their companies you need to:
- open «Control center», under the left-hand menu, and «User management»;
- in the «Users» tab, on the coordinator’s row, press the «Assigned companies» icon;
- tick the companies in the window that opens: the changes apply immediately.
The same companies can already be chosen while creating the user with «Add user», as an extra step of the path. From that moment the coordinator sees the collections linked to those clients, and only those.
If they see nothing
- «No company assigned. Contact the administrator.» — the privilege is there, the companies are missing: see above.
- The entry doesn’t appear at all: you need the Coordinamento extension on for the company, and the «Coordinatore» privilege. Ask whoever manages Flow’s users.
Whoever manages collections finds the same information in the «Coordination» section of the «Activation details» window (gear on the collection’s row): «These coordinators will see this activation on their dashboard.»
Questions this guide answers
- how do I give someone only their own clients
- what is the coordinator
- how do I follow the progress of my companies
- the coordinator sees nothing
Alex