Platform (Web Browser Access)

Supported Browsers
ShotFlow currently supports the following browsers:  Apple Safari Google Chrome (Recommended) Mozilla Firefox Other Chromium-based browsers 
Wed, 29 Dec, 2021 at 9:08 AM
User Seats and ShotFlow Capture Connections
ShotFlow utilizes two different mechanisms to control access to the ShotFlow cloud:  User Seats - tied to a unique email address and utilized for acces...
Fri, 28 Jul, 2023 at 10:33 AM
Resetting ShotFlow Password (Forgot Password)
1. Navigate to platform.shotflow.com.  2. From the Login Screen, click on the "Forgot Your Password" link that should appear under the empty f...
Mon, 25 Apr, 2022 at 9:38 AM
Resending an Invitation to a User for Platform
In the event that a user did not receive an invitation email, it can be resent. The link in the email does not expire.  1. Navigate to platform.shotflow...
Mon, 25 Apr, 2022 at 9:40 AM
Navigating Views
Tables If you see Tables in the left navigation pane, this means you have permissions to edit table forms, fields, labels and/or actions. You will no...
Tue, 9 Aug, 2022 at 9:15 PM
Creating and Cloning Views
Each Table can support an unlimited number of Views to display the specific column(s) of data desired (including columns from related tables), as well as n...
Thu, 11 May, 2023 at 9:57 AM
Updating Views
If you have the permissions to "manage views", you are able to add/remove/reorganize the items in a view to customize that view as desired.  1...
Tue, 9 Aug, 2022 at 9:14 PM
Searching Views - Slicing Data using Simple, Advanced, and List Search
Once a View has been created, it can be queried to display more precise results. A View may contain filters, and the user's ability to query is in addit...
Thu, 21 Jul, 2022 at 12:18 PM
Creating User Roles
If a user role includes permissions to create new user roles, the following considerations apply:  1. A user can only create a role with as many permiss...
Thu, 2 Jun, 2022 at 10:17 AM
User Permissions
ShotFlow offers multiple, various permissions that can empower users or restrict them within ShotFlow. Some permissions are granted only to ShotFlow employe...
Tue, 10 May, 2022 at 9:29 AM