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Share workflows with a whole customer company, or keep them personal

The customer portal's Workflows page as a Customer Admin, with the highlighted section Company workflows listing Month-end invoice export by Rosie Kendall and Weekly usage digest by Grace Pemberton, and My workflows with Overdue invoice reminders.The customer portal's Workflows page as a Customer Admin, with the highlighted section Company workflows listing Month-end invoice export by Rosie Kendall and Weekly usage digest by Grace Pemberton, and My workflows with Overdue invoice reminders.
StrikeUp team

A month-end report that only its author can see leaves the rest of the team guessing. Workflows in the customer portal can now be shared with the whole company, while personal ones stay private.

What’s new

Section titled “What’s new”
  • Company workflows. A customer’s Admins create workflows that every member sees, with their runs and results, so the whole team knows what the assistant does.
  • Everyone stays informed. Approvals, questions and outcomes of a company workflow reach every member on the channels they chose.
  • Personal workflows for everyone. Members can now create their own workflows, visible only to them, even hidden from their Admins.
  • Clear ownership. Each company workflow shows who created it, and only Admins change or run it.
The Workflows page of the Customer Portal as a Customer Admin of "Sample & Partners Ltd". The highlighted section "Company workflows" (2) reads "Shared with everyone in your company. Members see runs and results and get notifications; only admins change or run them." and lists "Month-end invoice export" by Rosie Kendall and "Weekly usage digest" by Grace Pemberton. Below, "My workflows" (2): "Only you see these, their runs and their notifications." with "Overdue invoice reminders". Each card has Schedules, Run now, edit and delete.The Workflows page of the Customer Portal as a Customer Admin of "Sample & Partners Ltd". The highlighted section "Company workflows" (2) reads "Shared with everyone in your company. Members see runs and results and get notifications; only admins change or run them." and lists "Month-end invoice export" by Rosie Kendall and "Weekly usage digest" by Grace Pemberton. Below, "My workflows" (2): "Only you see these, their runs and their notifications." with "Overdue invoice reminders". Each card has Schedules, Run now, edit and delete.
Company workflows are shared with the whole company; personal ones stay private.
What this screenshot shows
Screen
Workflows (/?mode=portal)
Highlighted
“Company workflows”, company-section, two company workflows. none (section heading)
Also visible
Company workflows with authors; My workflows
Purpose
the feature in its best light

Why it matters

Section titled “Why it matters”

Shared processes, such as a month-end export or a weekly usage check, no longer depend on one person’s account and attention. Your customers set them up once for the whole team, and everyone sees when one needs attention.

Get started in three steps

Section titled “Get started in three steps”
  1. Make sure the customer portal and its Workflows page are switched on for the widget on ConfigureUser Interface.
  2. Your customer’s Admin opens Workflows in the portal, selects New workflow and chooses Company or Personal.
  3. Follow the company’s workflows on its Workflows tab under CRMCompanies.

See how the scopes appear in CRM.

Availability

Section titled “Availability”

For every workspace with the customer portal. Company workflows are created and run by a customer company’s Admins; Members see them read-only and create personal workflows. The scope is fixed when a workflow is created.

Learn more

Section titled “Learn more”
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