How to share a workflow with an affiliate organization

Only Admins have permission to perform this task. 

An affiliate organization is a separate XOi organization that your XOi organization can share Knowledge base content and workflows.

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

1. Go to Workflows, under the Administration tab.

2. Find the workflow you would like to add the affiliate to and select the Affiliate button to the right. 

3. Select + Give access next to each organization you would like to give access to this workflow. 

Note: When you give access to an organization the Admins of the organization sharing the workflow will receive an email letting them know the workflow has been shared.

4. Select Finish Updating when done.  

Note: You can Remove access by clicking - Remove access. 

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 in the workflow 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 before being able to share with them. Contact your Customer Success Manager to affiliate an organization with your organization.