Requesters and Requester Groups | FlowPath Help Center

Requesters and Requester Groups

Learn about requesters and requester groups in this article.

Download PDF → EventRequesterandGroupsManagement.pdf

Managing Requester Groups in FlowPath

1. Accessing Requester Groups

   • Events module in FlowPath allows access to requester groups.

   • Requesters from external events are automatically captured in the requester database.

2. Grouping Requesters

   • Requesters are grouped by email domain.

   • Groups can share the same domain or have different ones.

   • New requests with the same domain are associated with the first group created within that domain.

3. Managing Requester Groups

   • Requester group profiles show statuses like good standing, bad standing, and suspending.

   • Tags, notes, primary email addresses, billing addresses, and rental rates can be added.

   • Sorting and filtering options are available.

4. Editing Requester Groups

   • Clicking into a requester group allows for editing group details.

   • Changes can be made to group name, rental rates, domain, email address, status, categories, phone number, etc.

   • Certificate of insurance details can be added with expiration dates and coverage amounts.

5. Viewing Group Details

   • Associated requesters, approved events, pending requests, cancellations, attachments, and invoices are visible within the group.

   • Admins receive COI expiration reminders.

   • Deletion option is available for groups.

6. Creating Requester Groups

   • Manual creation of requester groups is possible.

   • Input group name, primary email address, and COI details.

   • Save the group to have it displayed in the events section.

7. Integration with Events

   • Requester groups are linked to events.

   • Requester details are visible within specific events, showing their group association and standing.

Accessing Requester Groups

Events module in FlowPath allows access to requester groups.

Requesters from external events are automatically captured in the requester database.

Grouping Requesters

Requesters are grouped by email domain.

Groups can share the same domain or have different ones.

New requests with the same domain are associated with the first group created within that domain.

Managing Requester Groups

Requester group profiles show statuses like good standing, bad standing, and suspending.

Tags, notes, primary email addresses, billing addresses, and rental rates can be added.

Sorting and filtering options are available.

Editing Requester Groups

Clicking into a requester group allows for editing group details.

Changes can be made to group name, rental rates, domain, email address, status, categories, phone number, etc.

Certificate of insurance details can be added with expiration dates and coverage amounts.

Viewing Group Details

Associated requesters, approved events, pending requests, cancellations, attachments, and invoices are visible within the group.

Admins receive COI expiration reminders.

Deletion option is available for groups.

Creating Requester Groups

Manual creation of requester groups is possible.

Input group name, primary email address, and COI details.

Save the group to have it displayed in the events section.

Integration with Events

Requester groups are linked to events.

Requester details are visible within specific events, showing their group association and standing.