How to share a workflow with an affiliate organization

An affiliate organization is a separate XOi organization that your XOi organization would like to share Knowledge base content and workflows with.

To learn how to share a workflow follow the steps below:

1. Go to Workflows, under the Administration tab, and add/edit a workflow.

2. Under the Affiliated Organizations section select the dropdown and choose which affiliated organization(s) you want to share with. 

3. Select Save.

The workflow will now show in the affiliated organization's list of workflows. Shared workflows will be separated into a section with the organization's name that the workflow came from. 

The only thing editable by the affiliated organization is the groups they want to place the workflow in. 

Additional Information:

• The other organization must be listed as an affiliate within your organization settings prior to being able to share with them. Contact your Customer Success Manager to affiliate an organization with your organization.