Configuration

Owned by Andrew Aylesbury
Last updated: Nov 29, 2021

Overview

Configuration of the Meshed Workflow system is managed in this menu by Super Administrator Users.

Configuration and management of the following Meshed Workflow options is available:

  • Users
  • Permission
  • Menu
  • Roles
  • System Email Template
  • Workflow Email Template
  • Usage Request
  • Task Status
  • Public Holiday



On this page

Related topics

Configuration 


 Meshed Workflow OptionDescriptionFurther Information
 UsersManagement of Meshed Workflow Users.Users
 Permission

Manage permissions for Roles.  This determines what permissions a User will have based on their assigned Role(s).

Permission
 MenuManage the custom names of Menus.Menu
 RolesManagement of Roles available in the Meshed Workflow platform.Roles
 Email Template

Content management for System Email Templates used in Meshed Workflow for system generated emails such as:

  • User Creation: email notification when a new User is created
  • Password Reset: email notification when a User password is reset
  • Task Assignment: email notification when a Task is assigned to a User
  • Task Comment: email notification when a comment is added to a Task (send email option selected)
  • Training Assignment: email notification when Training is assigned to a User from in a Task
  • Forgot Password: email notification to a User for a Forgot Password


System Email Template
 Workflow Email TemplateManagement of Workflow Email Templates.Workflow Email Template
 Requests ReportView and report on Request creation data and export to an Excel format.Requests Report
 Task StatusManagement of Meshed Workflow configurable Task Status's.Task Status
 Public HolidayManagement of Public Holiday information used in Meshed Workflow.Public Holiday



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