Contents

---

• The People page
  • Status
  • Password
  • Permission Group
  • Projects
• Create a new Person
• Accept invitation
• Reset password
• Advanced

The People page

The People page is where you'll find the details for all of the Users for your studio. In licensing terms, these are the User accounts under subscription. Each Person has a Name, Login, Status, Password, and ideally, a Thumbnail. From this global page, you can add new people to your Flow Production Tracking site and manage existing user accounts. From a Project-specific People Page, you can see all the same information filtered down to just the people assigned to that Project.

Status

Each User is either active or disabled. Active users have access to Flow Production Tracking and are the users that you will be charged for in your monthly billing.

Password

The Password field allows you to reset credentials for Users who may have lost theirs. By default, Flow Production Tracking will email the User a clickable link that in turn allows them to create a new password. You can also set the new password explicitly. In this scenario, Flow Production Tracking will still email the User to notify them of the password change and that you will be the one to communicate the new password.

Permission Group

Each user belongs to a single Permission Group. The Permission Group determines what the user can (and can’t) see and do in Flow Production Tracking. The default Permission Groups are Admin, Manager, and Artist. If desired, you can tweak the settings and/or create new groups to provide special access for Supervisors, Executives, Clients, etc.

Projects

Add a Project name to the Projects field on a Person to link them to that Project. This will allow the User to access that Project’s data if you do not have See all Projects enabled under Advanced Permissions.

Project Field

Permission that drives Project visibility

Create a new Person

To add someone to your Flow Production Tracking site from the People page, click + Person in the top menu, fill out the form, and click Create Person.

As mentioned above, these are the typical attributes you'll need to specify:

• First Name and Last Name: The name of the Person you want to add.
• Login: The User login, this has to be unique.
• Email: This is where we'll send the welcome invitation any subsequent email notifications.
• Permission Group: Choose from the predefined list.
• Projects: If you already know which Project(s) a User needs access to, you can link them at creation time.
• Password: As mentioned above, Flow Production Tracking will email the User a clickable link to create a password but you can also set the new password explicitly (be sure to communicate this to the User!). Either way, you'll need to make it strong enough to comply with our strong password standards (MPAA-compliant).
• Send a welcome email: Flow Production Tracking will always email the new Person upon creation with a welcome message and information on how to log in.

Accept invitation

Upon creation in Flow Production Tracking, the new User will receive a welcome email.  Typically, this email will include a clickable invitation link.  When the User accepts the invitation, Flow Production Tracking will then guide the User through creating a password to gain access to the site.

Flow Production Tracking's welcome invitation links have an expiration and can only be used once.  After the User accepts the invitation, it can not be used again, and clicking on it will take the User to the Flow Production Tracking login screen.

Reset password

When a User is locked out, you can request a new password from the login screen. An Admin can also reset their password to help that User regain access.  This will also remove the one-hour restriction on the account. To reset a User's password:

1. Locate the User's record in Flow Production Tracking.
2. Display the Password field if it isn't already.
3. Click Reset Password.
4. Click Save.

This will send an email to the User with a link that guides them through the process of creating a new password. Note that in order to unlock a User once they are locked out, the password must be reset.

If a User has merely forgotten their password (but isn't locked out), note also that they can request a password reset from the login screen and a link to create a new password will be emailed to the User.

Advanced

Here are some additional links related to User management that may come in handy:

• Locked User Accounts From Failed Logins
• Welcome Invitation Link Expiration
• Session Expiration (Coming Soon)