Organizing Categories and Streams

Article author
Ralston Pinto
  • Updated

This setting is only available to an Admin of a team on an Enterprise subscription

 

As an Admin you can choose what streams and how they are displayed to users in your team. This guide will focus on arranging the categories and streams displayed when users click the Flow bubble.

 

1. Click on the Flow browser extension icon and click on Go to Dashboardgotodash.gif

 

2. The Dashboard will open to the Team tab by Default. Click on Settings and then Organize

GotosettOrg.gif

 

3. Click on the arrow on the left of the integration to expand and view the categories. Each category can be further be expanded to view the streams withinexpandcat.gif

 

4. Grab and move a category or stream to the order in which it should be displayed to the user when they click on the Flow bubble. In this example we're moving the Contact Acquisition category above the Workflow category

movecat.gif

 

5. How it appears to a user in your team before and after you've made changes

Before organizingbeforeorg.gif

After Organizing

afterorg.gif

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