Get Started as the Account Owner

Welcome to SilkFlo! Congratulations on becoming the Account Owner of your tenant. As the first user to receive access, you have the ability to explore all the available options from the platform modules. To help you get started as the account owner, here are four easy steps:

Step 1: Navigate to Settings > Account and make sure all the fields are correct. Take a few minutes to select the Company Industry, the Average working hours in a day (used for calculations), and the Average working days in a year (used for calculations) for your company. This will ensure that your tenant is customized to your business needs.

Step 2: Navigate to Settings > People > Roles tab. Here, you can easily customize the access and permissions of different types of users. Read our guide to understanding user roles in SilkFlo. Don’t worry; it’s a straightforward process that won’t take up too much of your time.

Step 3: (for Team Plans) Invite your Admin Team and any Standard Users to SilkFlo. Make sure to provide them with the necessary System roles. This will ensure that your team can access the platform and start making use of it’s features. If you are on the Enterprise Plan, and have provided SilkFlo team with your Microsoft Token ID, you’ll be able to seamlessly use SSO to register and sign in.

Step 4: Customize Your Tenant. As the Account Owner, you have the flexibility to customize your tenant to your liking. Use the Platform Setup module to view, set up, and maintain the platform according to your preferences. Here, you can edit the Business Units structure, Applications, Documents, and Cost Setup.

Step 5: For those with an existing AI or automation idea backlog, download our template and upload the pipeline spreadsheet directly into SilkFlo. This ensures a seamless transition, allowing you to pick up right where you left off.

Kickstart your Automation workflow

In addition to these basic steps, you can also get involved in your company’s Automation and AI journey by accessing the main SilkFlo modules:

  • Workspace Overview: Here, you can find all the details about your involvement in the company’s digital transformation journey.
  • Explore Overview: This module gives you access to the Ideas, developed Automations and People of your tenant.
  • View Dashboards Overview: You can use this module to get all the necessary information about your tenant.

With access to all the options from the platform modules, it’s up to you how much you want to explore and get involved in other idea-related options. Start by following these four steps and create a customized SilkFlo tenant that suits your business needs.

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Updated on April 9, 2024