Setting up account user flow
from Abstract
This user flow guides a new user through the process of creating an account, setting up an organization, inviting team members, and getting started with the application.
Entering Information
Choosing Organization
Creating Organization
Inviting Teammates
Downloading App
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Sharing
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Setting up account
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Following product tour
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Creating workspace
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Setting-up Multi-factor authentication
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Creating transfer
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Adding new source
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Moving
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Exporting
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Canceling subscription
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Creating
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Removing teammate from team
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Playing quiz
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Creating workflow
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Deleting team
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Importing
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Starting trial
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Setting up permissions
25 user flow examples
Verifying identity
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Uploading files
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Sending messages
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Searching
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Archiving
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Onboarding
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Merging data
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Importing from CSV
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Merging
8 user flow examples
Upgrading subscription
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Adding seats to subscription
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Reporting
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Scheduling email
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Inviting contacts
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Sharing feedback
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Disabling Multi-factor authentication
15 user flow examples
Restoring previous version
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Moving file
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Resetting password
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Managing roles and permissions
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Editing
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Signing in
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Connecting to integration
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Filtering & sorting
127 user flow examples
Copying
21 user flow examples
Canceling
7 user flow examples
Confirming
26 user flow examples
Customizing
61 user flow examples
Duplicating
21 user flow examples
Commenting & reacting
71 user flow examples
Settings
334 user flow examples
Updating
92 user flow examples
Switching theme
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Versioning
5 user flow examples
Requesting access
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Restoring
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Creating content
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Scheduling
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Adding
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Selecting
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Setting up payment method
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Requesting
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Recording
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Starting interview
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Following
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Enabling
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Transfering
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Disabling
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Filling Know Your Business (KYB) form
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Sending
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Booking
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Listening
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Transcribing
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Quick start
10 user flow examples
Onbo
2 user flow examples
Signing up
156 user flow examples
Replaying
2 user flow examples
Switching
2 user flow examples
Frequently asked questions
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