{"id":9745,"date":"2023-11-22T08:13:54","date_gmt":"2023-11-22T08:13:54","guid":{"rendered":"https:\/\/help.uppass.io\/docs\/docs\/how-to-sign-in\/how-to-reset-a-forgotten-password\/"},"modified":"2024-08-06T07:55:27","modified_gmt":"2024-08-06T07:55:27","slug":"flow-dashboard","status":"publish","type":"docs","link":"https:\/\/www.uppass.io\/help\/docs\/user-guide\/getting-started\/flow-dashboard\/","title":{"rendered":"Flow Dashboard"},"content":{"rendered":"\n<p>Guides to help navigate your UpPass Flow Dashboard experience&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>UpPass Dashboard Overview<\/strong><\/h4>\n\n\n\n<p>When you have activated your account and signed in, the UpPass Dashboard homepage will first look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large img-border-ee\"><a href=\"https:\/\/www.uppass.io\/help\/wp-content\/uploads\/2023\/12\/flowstart_01.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/uppass.io\/help\/wp-content\/uploads\/2023\/12\/flowstart_01.png\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Left Section<\/strong><\/h4>\n\n\n\n<p>On the left section, you&#8217;ll find the Workspace flow :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Workspace: <\/strong>A container where all the flows are stored. You can only have one workspace per account. However, you can view and edit another workspace based on the invitation only.<\/li>\n\n\n\n<li><strong>Flow: <\/strong>A flow is creating the established verification flow, conditions and elements in preparation for submission<\/li>\n\n\n\n<li><strong>Manage Users:<\/strong> Users give you access to add, remove and collaborate team members to your workspace. Roles assigned for team members are Admin, Editor and viewers to collaborate other users into your workflow &amp; workspace&nbsp;<\/li>\n\n\n\n<li><strong>Billing :<\/strong> You have the option to select a package, top up credit via Post Paid &amp; Prepaid<\/li>\n\n\n\n<li><strong>API Token : <\/strong>To connect securely to your application, your application needs a API key with permission to access resources.<\/li>\n\n\n\n<li><strong>Workspace Credit : <\/strong>You have the option to buy a package and auto renew or you can do pre-paid or post-paid credit top ups as you go.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Middle Section<\/strong><\/h4>\n\n\n\n<p>In the middle section you\u2019ll find:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create new flow:<em> <\/em><\/strong>Ability to create and start your new flow with ID verification.&nbsp;<\/li>\n\n\n\n<li><strong>List of Flow: <\/strong>View the list of your flow submissions&nbsp;<\/li>\n\n\n\n<li><strong>Status: <\/strong>You can see the status check and outcome of your submission<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Right Section<\/h4>\n\n\n\n<p>On the Right Panel you\u2019ll find:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Recent Submission View: <\/strong>All recent flow submissions completed.&nbsp;<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Getting Started &#8211; How to Create your first flow?&nbsp;<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click Create new flow&nbsp;<\/li>\n\n\n\n<li>Name your flow and click continue&nbsp;<\/li>\n\n\n\n<li>Your flow will be generated and you can begin the process of<strong> Building your flow<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large img-border-ee\"><img decoding=\"async\" src=\"https:\/\/uppass.io\/help\/wp-content\/uploads\/2023\/12\/flowstart_02.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>For in depth experience on how to complete your flow See article: <strong><a href=\"#!\" data-type=\"internal\" data-id=\"#!\">Creating and submitting a completed flow &#8211; No-Code Builder<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Guides to help navigate your UpPass Flow Dashboard experience&nbsp; UpPass Dashboard Overview When you have activated your account and signed in, the UpPass Dashboard homepage will first look like this: Left Section On the left section, you&#8217;ll find the Workspace flow : Middle Section In the middle section you\u2019ll find: Right Section On the Right [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":10035,"menu_order":9,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-9745","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Flow Dashboard - UpPass Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.uppass.io\/help\/docs\/user-guide\/getting-started\/flow-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Flow Dashboard - UpPass Help Center\" \/>\n<meta property=\"og:description\" content=\"Guides to help navigate your UpPass Flow Dashboard experience&nbsp; 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