Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details for Cliently Flows and how to allow or restrict access to your flows.
Why enable private flows?: You want to limit the access of your flows. If you set a flow to private, they will not have access to edit or use the flow anywhere in Cliently.
Who has access if a flow is set to Private:
- Owners and Admins will still have access to view and edit in Global View.
- Owners and Admins will have access to use all flows even if private for individual view as well.
- Managers and Team Members will only have access to their own flows, or others if Shared, otherwise will not show for them.
- To learn more about about team permissions, click here.
Release of this feature - existing flows created before 3/12/2019 - Will automatically be set to Private.
What are Cliently Flows?: A flow is a list of items based upon “actions” that were added. For Example: Send email, wait 1 day, Send Video message, wait 2 days, Send postcard. (Per Action) Email, etc…
Learn more about using Cliently flows by checking out our overview.
Step 1: Creating a new flow. Click on Flows on the left side of the Cliently, then click on “New Flow” at the bottom.
Step 1-A: New flows by Default is set to Private. When you create a new flow it will automatically be set to the default of Private.
Step 2: Change from Public to Private on the fly. At any time, you can access any of your flows and make them public/private by clicking on the “lock” switch.
Step 3: Where in Cliently is the private flow restricted? In the following section, we break down where you will not be able to see or use the private flow.
Step 3-A: Flows - A private flow will not show up Flows for the team member.
Step 3-B: Find Leads - Purchase a lead and add directly to a Flow. If you do not have access to the private flows, you will not have access to use the flows when purchasing a lead.
Step 3-C: My Clients - Contact - Adding a flow to a contact. Cliently also restricts the flow so it cannot be used for any contacts.
Step 3-D: Cliently Integrations - Making a flow private will also restrict the flow from being selected when adding in a flow using the integrations. Click here to learn more about Salesforce, Hubspot, pipedrive integrations with Cliently.
Need Help? If you need any help with Cliently Flows - Public/Private permissions, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.