The User Dashboard shows authorised AUTTO users a list of published workflows to which they have been given access. From here, users may run workflows to which they have been assigned, start a workflow, and resume working on a paused workflow session.
Administrators should have set these workflows to be viewable on the User Dashboard. Otherwise, they will not appear on the User Dashboard. For more information, see Creating a Workflow.
Table of Contents
- Setting a Default Stylesheet for the User Dashboard
- User Dashboard Registration
- Accessing the User Dashboard
- Running an Assigned Workflow on the User Dashboard
- Managing Workflow Sessions from the User Dashboard
Setting a Default Stylesheet for the User Dashboard
Before everything else, an Administrator should set a default stylesheet for the User Dashboard so that users will be able to access a uniform dashboard for the organisation's workflows. This will help ensure a better and more flexible visual experience for your users.
To set a default User Dashboard stylesheet:
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On the Admin menu, click Stylesheet Manager.
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Mark the Dashboard & Default checkbox to the right of the stylesheet that will be set as the default. In the example below, AUTTO has been set as the default stylesheet.
User Dashboard Registration
Typically, an Administrator gives users access rights to a workflow. However, workflow users do not have to wait to be invited to access their organisation's workflows. If they are part of a user group that should have access to a workflow, they can register for an account that will give them access to their User Dashboard, where they will see the workflows that are accessible to them.
NOTE: If a new user is invited to a workflow via email, they need to click the link to the User Dashboard registration page from the email.
To register for a User Dashboard account:
- Using any compatible web browser, navigate to https://exampleURL.autto.io/execute/dashboard, where exampleURL is the subdomain of your AUTTO instance.
- Enter your email address and password, then click Register.
- Open your mailbox and validate your email address by clicking the link on the email from your Administrator. Once your email address is validated, you gain access to your User Dashboard.
Accessing the User Dashboard
The User Dashboard is accessible from https://exampleURL.autto.io/execute/dashboard, where exampleURL is the subdomain of your AUTTO instance. You can use any compatible web browser to go to your User Dashboard.
You will be redirected to the User Dashboard's Login page, where you will need to enter your credentials before you can access your User Dashboard.
NOTE: You can also access the User Dashboard from a workflow's URL. To open the User Dashboard from a workflow's URL, click the hamburger menu on the top right, then click My Dashboard.
When you log on to the User Dashboard, you should see a list of the workflows that are accessible to you.
Running an Assigned Workflow on the User Dashboard
Users can view a list of their tasks and assignments, if any, on the User Dashboard. They can then run their tasks and assigned workflows directly from the User Dashboard.
This is applicable to workflows where one or more steps are handed off to other users, or where you need to electronically sign a form or document.
For example, if you have a workflow with an Assign User action or a Task Email action, the assigned user will receive an email informing them about the assignment or the task.
To Run a Workflow with an Assigned User Action, Task Email, or E-Sign Action
Workflows with Assigned User or Task Email actions can be started directly from the User Dashboard, instead of the user running them from the assignment email. The same goes for workflows with an E-Sign action, where a user is tasked with signing a form or document. These assignments are displayed on the User Dashboard from newest to oldest.
To run these workflows:
- On the User Dashboard, look for the workflow with the Assigned User action, Task Email, or E-Sign action under the Tasks and Assignments section.
- Click the workflow to view its details, including the date and time of assignment.
- Run the workflow through to completion, which happens when you click Submit. The task then disappears from the User Dashboard.
If you pause or stop working on the workflow without completing it, and you are allowed to resume the workflow from the User Dashboard, you may resume working on it at anytime.
NOTE: Workflows are allowed to be resumed from the User Dashboard by default.
Managing Workflow Sessions from the User Dashboard
To Start a Workflow from the User Dashboard
Administrators can allow a workflow to be started from the User Dashboard. This means that you can also start the workflow directly from the User Dashboard, aside from having access to it by entering the workflow URL on your web browser.
To start a workflow directly from the User Dashboard, click the Start button displayed on the workflow.
NOTE: If you do not see a Start button, that means that the workflow has not been set to be started from the User Dashboard.
To Resume a Paused Workflow Session
If a workflow has not been set as non-resumable from the User Dashboard, aside from a Start button, a Resume buttons is also shown on the workflow. Click the latter button to resume a previously paused workflow session.
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