Getting Started

Logging In

1. Open your web browser and navigate to the FlowInquiry login page.
2. Enter your registered email and password.
3. Click the Login button.
4. If Multi-Factor Authentication (MFA) is enabled (available in the Premium edition only), follow the on-screen instructions to complete authentication.

Use the default admin credentials admin@flowinquiry.io / admin (if you are using FlowInquiry Premium or Open Source edition) or use your registered account (for the Cloud edition).

Changing Your Password

1. Click on your profile icon in the top-right corner.
2. Select Profile from the dropdown menu.
3. In profile page, click Change Password.
4. Enter your current password and the new password.
5. Click Save Changes.
6. You will receive a confirmation notification upon successful password update.

Adding a New User

1. Go to the Users section under Settings.
2. Click the Invite User button.
3. Enter the required details such as Name, Email, and Role. Optionally, add personal user information.
4. Click Invite to send the invitation.
5. The new user will receive an email with login instructions and a link to set up their account.

Creating a New Team

1. Go to Teams from the main navigation menu.
2. Click on New Team.
3. Provide a team name, an optional slogan, and a description. You can also upload a custom team logo.
4. Click Create to finalize the team setup.
5. After the team is created successfully, navigate to the Members section in the navigation sidebar.
6. Select Members to manage and add team members.
7. You can assign roles to team members based on the following permissions:

• Manager: Has full control over the team, including adding/removing members and managing workflows. The system admin initially assigns managers when creating the team.
• User: Can create and edit team requests.
• Guest: Has view-only access to team details, including members, requests, and workflows.