Welcome to the Admin Onboarding at flowit 🎉
As an administrator, you lay the foundation for the successful use of flowit in your team. This onboarding path guides you step by step through all the important functions – from basic settings and user management to individual customization.
🔧 Goal: You will gain the necessary knowledge and the right tools to set up flowit efficiently and optimally support your team.
How to get started
You will find in-depth articles with extra information and practical tips. This way, you can systematically familiarize yourself with all relevant topics.
1. General System Settings
⚙️ Flowit System Settings Overview – Learn about the most important configuration options.
🔐 Reset password – You have already received your login details from your Customer Success Manager. Depending on the login method (SSO or password), you can log in with them. If you need to reset your password, this article will help you.
📣 Integrate and configure Beekeeper notifications in flowit
🗂️ E-dossier synchronization in flowit (if contractually agreed)
2. Implement and Manage Employees/Teams
👥 Manage employees in flowit – implement and manage your employees ( Instructions without an interface )
🏢 Create and manage teams – Build your organizational structure in flowit.
🌍 Translations & language optimization – Optimize flowit for multilingual teams.
🔑 Understand roles & permissions– If you have time, check out this article right away; otherwise, you can save it for later.
3. Information on Data Protection & AI at flowit
How we ensure Anonymity & Data Security
4. Modules & Functions
Discover flowit step by step based on the modules you purchased:
⭐ Reviews – available in Performance Lite and Performance
🗂️ Cards & Evaluations – included in the Performance module
📊 Surveys – included in the Engagement module
💬 Feedback – included in all modules
🎯 Goals & OKRs – included in the Performance module
💡 Tip: Work through the onboarding path – it’s worth it! Each step provides you with valuable knowledge to use flowit safely and optimally adapt it to your requirements. This way, you create the best conditions for your team.
If you have questions, our Help Center articles and your Customer Success Manager will be happy to help.