Company - Pathista help center
In this group
6 pagesSharing a workflow library with a team: the company's workflows and runs, and joining or inviting people.
Company workflows
/company/workflowsThe company's shared library. Every member reads and runs these workflows; who may change one is set per workflow.
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On the page
- Space switch
- Moves between your personal workflows and the company's.
- Company workflows
- One row per workflow, like the personal list. A member who may only run a workflow sees no delete button for it.
- Recent runs
- The latest runs on the right.
What you can do
- New workflow
- Creates a workflow in the company library.
- Open a row
- Opens the workflow in the editor, or in a read-only view when you may not change it.
- Delete (trash icon)
- Deletes a workflow nobody has run; offered where you may change it.
Company workflow editor
/company/workflows/new/company/workflows/{id}The same editor as for a personal workflow, with an Access tab for who may change this workflow. Someone who may only run it sees it read-only.
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On the page
- Editor
- Steps, edges, variables, preview and history, as in the workflow editor.
- Access
- Every member can run and read the workflow; its author and the Owners and Admins can always change it. Others see which setting applies.
- Read-only view
- For members who may not change it: the steps with their prompts, ways out and variables as a document.
What you can do
- Who can change it
- Choose who may change the workflow, and tick members for a chosen list; Save the list stores it.
- Move back to personal
- Takes the workflow out of the company into its author's own workflows. Not possible while runs started on it in the company exist.
- Save as new version
- Saves a change, as in the personal editor.
Company runs
/company/runsRuns started on the company's workflows. You see your own; the Owners and Admins see everyone's, read-only.
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On the page
- Summary strip
- How many are running, done and aborted.
- Company runs
- One row per run: its name and workflow, who started it, the step it is at, progress and last activity.
What you can do
- Open a run
- Click a row to open the run.
- Show older runs
- Loads more of the list.
- Runs
- Back to your own run list.
Company run page
/company/runs/{id}One company run with the same panels as the run page. It is still its person's run: only they move it, and the Owners and Admins can read it but not change it.
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On the page
- Started by
- Who started the run, in the summary strip.
- Panels
- Graph, log, steps, todos, context, sub-runs and detours, as on the run page.
What you can do
- No abort or delete
- The company view offers none; those stay with the person who owns the run.
Company settings
/Account/Manage/Company/Account/Manage/Company/InviteYour company: its members and their roles, invitations, and leaving or closing it. The Owner runs the company; Admins help manage it; Members use the library.
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On the page
- Company line
- The company's name, your role and links to its workflows (and to its statistics for Owners and Admins).
- Members
- Each member with the role Owner, Admin or Member.
- Invite a member
- A form for an email address and a role (Member, or Admin where you may give it).
- Pending invitations
- Invitations not yet accepted, with the date they expire.
- Company
- For the Owner, renaming and closing the company.
- No company yet
- If you belong to none, a form to create one; you become its Owner.
What you can do
- Send invitation
- Emails an invitation with the chosen role.
- Revoke
- Withdraws a pending invitation.
- Make Admin / Member, Make the Owner, Remove
- Icons on a member's row. The Owner changes roles and hands the role over; Owners and Admins remove members, each after a confirmation.
- Leave the company
- Leaves the company after a confirmation. The Owner cannot leave.
- Rename / Close the company
- Owner only. Closing asks you to type the company's name.
Join a company
/Account/Company/JoinWhere the link in an invitation email leads. You accept the invitation and join with the role it names.
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No screenshot: It is reached from an invitation email and works only with that invitation's link.
On the page
- Invitation
- A note that you must be signed in with the confirmed address the invitation was sent to. If it cannot be used, a hint says so without naming anyone, with a way to sign out and use another account.
What you can do
- Join the company
- Accepts the invitation. The Company page then shows the company.