Users, groups, and categories This guide explains how to manage users, organize them into groups, and categorize content in Nutrient Workflow Automation. Use these features to control access, streamline task assignments, and organize your workflows.
Guides Active and inactive users Learn to manage active and inactive users, using filters and bulk actions in your Integrify instance to optimize licensing.
Add users Add, edit, and manage user accounts in Nutrient Workflow Automation. Configure profiles, set permissions, and delegate user management.
Categories Learn how to structure categories in Integrify for streamlined process management, ensuring users find what they need easily.
Public-facing forms and guest users Learn how to set up public-facing forms in Nutrient Workflow, manage guest user permissions, and enhance user experience with these helpful insights.
Delegations Discover how to delegate tasks effectively in your organization with our step-by-step guide to managing user delegations.
Groups Create groups, add members, and configure dynamic group criteria in Nutrient Workflow Automation.
Replace users Master user management with our guide. Learn to replace users globally or in tasks efficiently and enhance your workflow automation.
User self-registration Learn to set up user self-registration with a customizable process, including form configuration and data mapping for enhanced user experience.
View/edit/search users View user profiles, update user details, search users, and review user group memberships in Nutrient Workflow Automation.
Org chart Learn how to visualize the user reporting structure in Nutrient Workflow Automation.
Import and sync users Bulk import users from an Excel file using saved sync configurations with conflict rules, preview, and welcome email options in Nutrient Workflow Automation.
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