{"id":46039,"date":"2018-08-30T10:15:11","date_gmt":"2018-08-30T10:15:11","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=46039"},"modified":"2022-08-24T13:15:14","modified_gmt":"2022-08-24T13:15:14","slug":"workflow-management","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/workflow-management\/","title":{"rendered":"Workflow Management"},"content":{"rendered":"<p>With Workflow Management, you can require sub-users to seek permission before they deploy any projects. First, you will need to assign Workflow Managers. The administrator of your account is automatically set as a Workflow Manager, but anyone \u2013 even someone who does not have a Sogolytics account \u2013 can be made a Workflow Manager.<br \/>\nWhen a sub-user wants to publish a project with \u2018Set Workflow\u2019 enabled (within User Management), the Workflow Manager will receive an email notification seeking approval.<\/p>\n<p>To manage Workflow Managers, follow these steps:<\/p>\n<ol>\n<li>Click on your account initials in the top right corner, then choose Account Settings from the dropdown menu.<\/li>\n<li>Choose User Management from the bottom of the menu on the left.<\/li>\n<li>Click on More on the right of the table and choose Workflow Managers.<\/li>\n<li>All Workflow Managers will be listed here. You may Create, Edit, and Delete the Workflow Managers.\n<ul>\n<li><strong>New:<\/strong>Click this button, then enter and save all details to add a new Workflow Manager.<\/li>\n<li><strong>Edit:<\/strong>Check the box in front of the relevant name to edit or modify a Workflow Manager\u2019s details.<\/li>\n<li><strong>Delete:<\/strong> Check the box in front of the relevant name to delete a Workflow Manager.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/30.2_A3.png\"><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">Account administrators can not be deleted from this list.<\/p>\n<\/div>\n<div class=\"sogo-help-info-box\">\n<i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>With Workflow Management, you can require sub-users to seek permission before they deploy any projects. First, you will need to assign Workflow Managers. The administrator of your account is automatically set as a Workflow Manager, but anyone \u2013 even someone who does not have a Sogolytics account \u2013 can be made a Workflow Manager. When a sub-user wants to publish a project with \u2018Set Workflow\u2019 enabled (within User Management), the Workflow Manager will receive an email notification seeking approval. To manage Workflow Managers, follow these steps: Click on your account initials in the top right corner, then choose Account Settings from the dropdown menu. Choose User Management from the bottom of the menu on the left. Click on More on the right of the table and choose Workflow Managers. All Workflow Managers will be listed here. You may Create, Edit, and Delete the Workflow Managers. New:Click this button, then enter and save all details to add a new Workflow Manager. Edit:Check the box in front of the relevant name to edit or modify a Workflow Manager\u2019s details. Delete: Check the box in front of the relevant name to delete a Workflow Manager. Account administrators can not be deleted from this list. Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":298,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[203],"tags":[286],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workflow Management - Sogolytics<\/title>\n<meta name=\"description\" content=\"With Workflow Management, you can require sub-users to seek permission before they deploy any projects. 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