Before → Now
Everything the portal can do, in one place: where it used to be, where it is now and how you get there.
Signing in (unchanged)
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Sign in with email address and password | The sign-in page | The same/ | Go to the portal; you land on the sign-in page | Everyone |
| The code from your app (or a recovery code) when signing in | After the password | The same/ | Enter the six digits from your app | Everyone |
| Create an account, with your personal Flow | Sign-in page → Sign up | The same/ | Choose Sign up on the sign-in page | Everyone |
| Set up two-step verification when signing up | After Create account | The same/ | Scan the code with your app and enter the first code | Everyone |
| Your recovery codes, shown once | After the first code | The same/ | Copy or write them down and choose I've stored them | Everyone |
| Sign in through your company, recognised by your email address | Sign-in page, the email field | The same/ | Enter your work address and choose Continue with … sign-in | Everyone |
| Back from your company's sign-in service: in, or what went wrong | After signing in at your company | The same/ | It happens by itself | Everyone |
| An expired session: back to signing in, with the reason | Any page | The same/ | Sign in again | Everyone |
| Light or dark, and the language, on the sign-in page | Sign-in page, top right | The same/ | Click at the top right | Everyone |
| From the sign-in page back to the website | Sign-in page, the logo | The same/ | Click the logo | Everyone |
| An invitation: who invites you, to which organisation and role | The link in the email | The same/ | Open the link and sign up or sign in | Everyone |
| Accept an invitation while signed in | The link in the email | The same/ | Open the link and choose Accept invitation | Everyone |
| A used or revoked invitation says so | The link in the email | The same/ | You read it on the page | Everyone |
| An environment asks you to sign in | When opening an environment | The same/ | Sign in; you go on to the environment | Everyone |
| No access to an environment of another organisation | When opening an environment | The same/ | Ask an owner for an invitation | Everyone |
| Governance asks you to sign in through the portal | When opening Governance | The same/ | Sign in; you go on to Governance | Everyone |
| An environment's sign-in page in your company's house style | When opening that environment | The same/ | It happens by itself | Everyone |
At the top of every page
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Go to the start screen | Bar: Overview | Bar: Flow, top left → Start/ | Click Flow at the top left | Everyone |
| Go to an organisation | Bar: a button per organisation | The organisation switcher/ | Click your organisation's name at the top left and choose one | Owner, builder, colleague |
| Open Governance | Bar: Governance | Organisation switcher → Governance/ | Click your organisation's name, then Governance | Owner, builder, colleague (when it is on) |
| What Flow costs | Bar: Billing | Organisation switcher → Usage and invoices/ | Click your organisation's name, then Usage and invoices | Owner |
| The documentation | Bar: Documentation | Bar: Documentation/ | Click Documentation at the top right | Everyone |
| Platform administration or support | Bar: Admin or Support | Bar: Admin/ | Click Admin at the top | InnTelligence |
| Light or dark | Bar: the theme button | Your name → Appearance(a window) | Click your name at the top right | Everyone |
| Dutch or English | Bar: NL/EN | Your name → Appearance: NL or EN(a window) | Click your name at the top right | Everyone |
| On a phone: one menu with everything | Bar: Menu | The same: Menu, top right(every page) | Tap Menu at the top right | Everyone |
| Who you are (name and email address) | Menu under your name | The same(a window) | Click your name at the top right | Everyone |
| Change your password | Your name → Change password | The same(a window) | Click your name at the top right | Everyone with a password |
| Recovery codes: how many are left, and make new ones | Your name → Recovery codes | The same(a window) | Click your name at the top right | Everyone with a password |
| Sign out | Your name → Sign out | The same(a window) | Click your name at the top right | Everyone |
| Let support look along: 1, 4 or 24 hours, or refuse | A notice above every page | The same: a notice above every page(above every page) | Choose how long, then Allow | The environment's owner |
| Stop support looking along at once | The same notice | The same(above every page) | Click Stop now | The environment's owner |
| Choose between the classic and the new portal | Your name → New portal (when it was offered to you) | Your name → Classic portal, or the line at the top: ‘back to the classic one’(a window) | Click your name at the top right; your choice is remembered | Everyone |
| Your profile: your name | (no screen) | Your name → Profile(a window) | Click your name at the top right, then Profile | Everyone |
Start
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Your personal Flow: how it stands | Overview, the ◆ card | Start, the violet ◆ card at the top/ | Click Flow at the top left | Everyone |
| Open your personal Flow | ◆ card → Open | The same/ | Click Open on the violet card | Everyone |
| Manage your personal Flow | ◆ card → Manage | The same/ | Click Manage on the violet card | Everyone |
| Your organisations, with your role | Overview, a card per organisation | Start, one line per organisation, and Organisation switcher → All organisations…/ | Click Flow, or your organisation's name | Owner, builder, colleague |
| Create a new organisation | Overview → New organisation | Start → Your organisations → New organisation/ | Click Flow, then New organisation | Everyone |
| No organisation yet: how to make one | Overview | Start/ | Click Flow | Everyone without an organisation |
Environments
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| The organisation: name and your role | The organisation's page | Environments/ | Click Environments at the top | Owner, builder, colleague |
| Open Governance from the organisation | Organisation's page → Open Governance | Organisation switcher → Governance/ | Click your organisation's name, then Governance | Owner, builder, colleague |
| Governance is off: who can switch it on | The organisation's page | Organisation switcher → Governance/ | Click your organisation's name, then Governance | Owner, builder, colleague |
| The organisation's parts | Tabs: Environments, People, Releases, Identity management | Bar: Environments, Releases, People; Organisation switcher → Security and sign-in/ | Click at the top, or your organisation's name | Owner, builder, colleague |
| Every environment: is it running, version, address, your role | A card per environment | Environments: one line per environment/ | Click Environments at the top | Owner, builder, colleague |
| Open an environment | Card → Open | Environments → the environment → Open ↗/ | Click Environments, the environment, then Open | Owner, builder, colleague |
| Manage an environment | Card → Manage | Environments → the environment/ | Click Environments, then the environment | Owner, builder, colleague |
| See that a newer Flow is ready | Card: Update … | Environment → General/ | Environments → the environment → General | Owner |
| Bring back a removed environment (up to 7 days) | Card → Restore | Environment → Danger zone → Restore/ | Environments → the environment → Danger zone | Owner |
| Promote a version to the next environment | Between two cards → Publish | Environments → ‘… waits for your approval’ → View/ | Click Environments, then View | Owner; builder up to Acceptance |
| Promote from Flow with ▶ Publish | Flow → Publish | The same/ | Click ▶ Publish in Flow | Owner, builder |
| Add an environment (such as Test) | Environments → Add a test environment | Environments → + Add environment/ | Click Environments, then + Add environment | Owner |
| Update all environments in one round | Environments → Update everything | Releases → What is new → Update all/ | Click Releases, then What is new and Update all | Owner |
| See how far the update has come | A bar above the cards | Releases, at the new Flow; and Platform updates/ | Click Releases, then What is new | Owner |
One environment and its settings
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Back to the organisation | ← Organisation · Environments | Back to Environments/ | Click Environments at the top | Owner, builder, colleague |
| The environment: name, address, running or not, Flow version; open it | At the top of the environment | The same/ | Environments → the environment | Owner, builder, colleague |
| Restart | Restart button at the top | Environment → Danger zone → Restart/ | Environments → the environment → Danger zone | Owner |
| At a glance: version, AI, RPA, protection, your rights | Overview tab | The environment's short list/ | Environments → the environment | Owner, builder, colleague |
| The Flow version: update or go back | Flow version tab | Environment → General/ | Environments → the environment → General | Owner |
| A key for an AI model | AI models tab | Environment → Secrets and keys/ | Environments → the environment → Secrets and keys | Owner |
| Chat with AI Colleagues: on or off, which data | Add-ons tab | Organisation switcher → Capabilities; per environment: Add-ons/ | Click your organisation's name, then Capabilities | Owner |
| Operating websites (RPA): on or off, with the price | Add-ons tab | Organisation switcher → Capabilities; per environment: Add-ons/ | Click your organisation's name, then Capabilities | Owner |
| Your company's own web address | Own address tab | Environment → General/ | Environments → the environment → General | Owner |
| The vault: which one, whether it works, test it | Secrets tab | Environment → Secrets and keys/ | Environments → the environment → Secrets and keys | Owner, builder |
| Propose another vault | Secrets tab → Choose another vault | Secrets and keys → Choose another vault/ | Environments → the environment → Secrets and keys | Owner, builder |
| A proposal: the steps, test, approve or reject | Secrets tab | Secrets and keys/ | Environments → the environment → Secrets and keys | Owner approves; builder withdraws |
| Earlier changes of the vault | Secrets tab | Secrets and keys/ | Environments → the environment → Secrets and keys | Owner, builder |
| Renew the environment's key | Secrets tab | Secrets and keys → This environment's key/ | Environments → the environment → Secrets and keys | Owner |
| The identity for your own cloud | Cloud identity tab | Secrets and keys → Choose another vault, step 1/ | Environments → the environment → Secrets and keys | Owner |
| Deletion protection on or off | Security tab | Environment → Danger zone/ | Environments → the environment → Danger zone | Owner |
| Remove an environment | Security tab → Remove environment | Environment → Danger zone → Remove/ | Environments → the environment → Danger zone; confirm by typing its name | Owner |
| Which settings you see depends on your role | The tabs | The short list: General, Secrets and keys, Add-ons, People here, Danger zone/ | Environments → the environment | Owner, builder |
Capabilities
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| What Flow may do: one switch per capability for every environment, with the cost | Per environment: Add-ons tab | Capabilities/ | Environments → an environment → Add-ons → Capabilities; soon: organisation switcher → Capabilities | Owner switches; builder and colleague look |
| Set one environment differently | That environment's Add-ons tab | Capabilities → Deviate per environment/ | Click Deviate per environment at the bottom | Owner |
| Requests for a capability, from the studio or an AI app: switch on or reject | (new) | Capabilities, at the top; a notice on the organisation's page/ | Click the notice, then Switch on or Reject | Owner |
| From one environment's add-ons to every environment at once | (new) | Environment → Add-ons → Capabilities →/ | Environments → the environment → Add-ons, then Capabilities | Owner |
People
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Who is in the organisation, with their role | People tab | People/ | Click People at the top | Owner, builder, colleague |
| Change someone's role | People → the role menu | People/ | Click People | Owner |
| Remove someone from the organisation | People → Remove | People/ | Click People | Owner |
| Leave the organisation yourself | People → Leave | People, and Settings → Leave the organisation/ | Click People, or your organisation's name and then Settings | Builder, colleague |
| Invite someone | People → Invite someone | People → Invite someone/ | Click People, then Invite someone | Owner |
| Copy an invitation's link | After inviting → Copy link | People/ | Click People | Owner |
| Pending invitations; revoke one | People → Pending invitations | People/ | Click People | Owner |
| Confirm an invitation from someone who may no longer invite (a new link by e-mail), or revoke it | (new) | People → Pending invitations → Confirm/ | Click People, then Confirm at the invitation | Owner |
| What a role may do, per environment | People → the table | People → Who may do what/ | Click People; the table is in the middle | Owner, builder, colleague |
| Builders and colleagues, and how each came in | (new) | People → Who may do what/ | Click People at the top | Owner, builder, colleague |
Releases
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Every release: from where to where, version, by whom, what changed | Releases tab | Releases → History/ | Click Releases at the top, then History | Owner, builder, colleague |
| Every version of your work and where it is now, and moving a version on | (new) | Releases/ | Click Releases at the top; at a version that is ready To … | Owner, builder, colleague |
| New versions of Flow itself, and what each environment runs on | (new) | Releases → What is new/ | Click Releases, then What is new at the bottom | Owner, builder, colleague |
Security and sign-in
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Connect signing in through your company | Identity management tab | Organisation switcher → Security and sign-in/ | Click your organisation's name, then Security and sign-in | Owner |
| Disconnect signing in through your company | Identity management → Disconnect SSO | Security and sign-in/ | Organisation switcher → Security and sign-in | Owner |
| Warnings: open to a whole domain, too many groups | Identity management | Security and sign-in/ | Organisation switcher → Security and sign-in | Owner |
| How to set it up in Microsoft Entra ID | Identity management, on the right | Security and sign-in/ | Organisation switcher → Security and sign-in | Owner |
| Two-step verification for everyone | Identity management | Security and sign-in/ | Organisation switcher → Security and sign-in | Owner |
| People in a group in your company may come in too | Identity management → Who may come in | Security and sign-in → Who may come in?/ | Organisation switcher → Security and sign-in | Owner |
| Which environments colleagues may enter | (new) | Security and sign-in → Which environments colleagues may enter/ | Organisation switcher → Security and sign-in | Owner |
| Who changed access, and when | (new) | Security and sign-in/ | Organisation switcher → Security and sign-in | Owner |
| Governance on or off | Identity management → Governance | Organisation switcher → Governance/ | Click your organisation's name, then Governance | Owner |
Usage and invoices
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| What each organisation you own costs | Billing, a tab per organisation | Usage and invoices, per organisation/ | Choose the organisation in the switcher, then Usage and invoices | Owner |
| This month, the expectation, per day, per item, earlier months, prices | Billing | Usage and invoices/ | Organisation switcher → Usage and invoices | Owner |
The organisation's settings
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Remove an organisation | (no screen) | Organisation switcher → Settings → Danger zone/ | Click your organisation's name, then Settings, and at the bottom Delete the organisation | Owner |
| Change the organisation's name | (new) | Organisation switcher → Settings/ | Click your organisation's name, then Settings; type the name and choose Save | Owner |
Marketplace
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Find a package, by kind or from your organisation | (new) | Marketplace/ | Click Marketplace at the top and type what you are looking for | Owner, builder, colleague |
| Look at a package: what it does, the publisher, the versions, what it asks | (new) | Marketplace → the package/ | Click Marketplace, then the package | Owner, builder, colleague |
| Install a package, into Development first | (new) | Marketplace → the package → Install in Development/ | Read what it asks and choose Allow and install | Owner, builder |
| What you installed, and whether there is an update | (new) | Marketplace → Installed/ | Click Marketplace, then Installed | Owner, builder, colleague |
| Which public packages your organisation sees | (new) | Marketplace → Public packages → Change/ | Click Marketplace, then Change at the bottom | Owner |
| Who published, installed or allowed what | (new) | No screen yet; it is kept(no screen yet) | — | Owner |
| Put a module of your own on the marketplace | (new) | In Flow: the module → Marketplace(in Flow) | Open the module in the studio and choose Marketplace | Owner, builder |
What a role does not see
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Signing in through your company is for owners only | No Identity management tab | No Security and sign-in in the menu/ | Ask an owner | Builder, colleague |
| A builder sees an environment's secrets, not its other settings | Only the Secrets tab | Only Secrets and keys/ | Environments → the environment | Builder |
| A colleague sees an environment, not its settings | No tabs | No settings/ | Environments → the environment | Colleague |
| Only owners invite people and change roles | People, without buttons | People, without buttons/ | Ask an owner | Builder, colleague |
| Admin is not for customers | No Admin in the bar | No Admin in the bar(the bar) | — | Owner, builder, colleague |
| Support sees no customers and no keys | Support: environments only | Admin: environments only/ | — | InnTelligence support |
| A colleague does not promote versions | No Publish | No Promote/ | Ask a builder or owner | Colleague |
| You only see the costs of organisations you own | Billing | Usage and invoices/ | — | Builder, colleague |
Admin, for InnTelligence
| What you want | Before | Now | How you get there | For whom |
|---|---|---|---|---|
| Everything in Flow in figures | Admin → Overview | Admin → Overview/ | Click Admin at the top | InnTelligence administrator |
| Find every customer | Admin → Customers | Admin → Customers/ | Click Admin, then Customers | InnTelligence administrator |
| Register a customer | Admin → Register customer | Admin → Customers → Add person or Add organisation/ | Click Admin, Customers, then Add person or Add organisation | InnTelligence administrator |
| Send the welcome mail again | Customers → the customer | Admin → Customers → the customer/ | Find the customer under Customers | InnTelligence administrator |
| Give or take support rights | Customers → the customer | Admin → Customers → the customer/ | Find the customer under Customers | InnTelligence administrator |
| Disable an account or enable it again | Customers → the customer | Admin → Customers → the customer/ | Find the customer under Customers | InnTelligence administrator |
| Find every environment | Admin → Environments | Admin → Customers → Environments/ | Click Admin, Customers, then Environments | InnTelligence |
| Move an environment to another Flow version | Environments → the version menu | Admin → Customers → Environments → the version menu; all at once: Admin → Updates/ | Click Customers → Environments, or Updates | InnTelligence administrator |
| An environment's AI keys | Environments → Keys | Admin → Customers → Environments → Keys/ | Click Customers → Environments, then Keys | InnTelligence administrator |
| RPA on or off for an environment | Environments → RPA | Admin → Customers → Environments → RPA/ | Click Customers → Environments, then RPA | InnTelligence administrator |
| Stop or start an environment | Environments → Stop or Start | Admin → Customers → Environments → Stop or Start/ | Click Customers → Environments | InnTelligence administrator |
| Add an environment to an organisation | Environments → + Environment | Admin → Customers → Environments → ＋ Environment/ | Click Customers → Environments, then ＋ Environment | InnTelligence administrator |
| Questions through the website | Admin → Contact | Admin → Contact/ | Click Admin, then Contact | InnTelligence administrator |
| Ask a customer whether you may look along | Environments → Ask to look along | Admin → Customers → Environments → Ask to look along/ | Click Customers → Environments, then Ask to look along | InnTelligence |
| Wait for the customer, or withdraw the request | Environments → the environment | Admin → Customers → Environments/ | Click Customers → Environments | InnTelligence |
| Look along, read-only, until a set time | Environments → Look along ↗ | Admin → Customers → Environments → Look along ↗/ | Click Customers → Environments, then Look along | InnTelligence |
| A support employee sees only the environments | Support | Admin → Customers (Organisations, Environments) and Updates, looking only/ | Click Admin at the top | InnTelligence support |
| Which portal everyone sees who did not choose one: classic or new | (new) | Admin → Overview → Portal: default for everyone/ | Click Admin at the top | InnTelligence administrator |
| Review public requests for the marketplace, hide a package | (new) | Admin → Marketplace/ | Click Admin, then Marketplace | InnTelligence administrator |
| Add an organisation, with owner and environments on the newest Flow | (new) | Admin → Customers → Add organisation/ | Click Admin, Customers, then Add organisation | InnTelligence administrator |
| Add someone to an organisation, in a role | (new) | Admin → Customers → Add person, or at the organisation/ | Click Admin, Customers, then Add person | InnTelligence administrator |
| One update round for every environment, in waves; pause, resume, stop | (new; used to be per environment) | Admin → Updates/ | Click Admin, then Updates | InnTelligence administrator (support looks) |
| The settings of any environment, also without being a member; never its content | (new) | Admin → Customers → Environments → Settings/ | Find the environment under Customers → Environments | InnTelligence administrator |
| A notice that Flow is being updated, and when | (new) | Start and Environments: a notice at the top/ | It happens by itself; you read which version, when and which environments | Owner, builder, colleague |