This article will describe the minimum user settings needed to fully utilize wflow.
1) Set access to the document type which the user will be uploading. (At least own documents). This can be found in Settings > User and permissions and then by cliking on a user.
2) Permission role with the right to create documents. You can find roles in Settings > User and permissions > Roles .
If the user is also supposed to fill in cost objects (center, project...), their role must have the permission to change accounting.
3) Check the user has filled-in first and last name in their profile settings.
If you haven't found what you were looking for, don't hesitate to contact us via the chat bubble in wflow.com at the bottom right.