You have a different number of actions compared to your other colleagues in Upflow? No worry, that could be due to two things:

  • You may have different roles in Upflow (Financial manager, Account manager, Accountant...)

  • You may have been given different actions (the "Owner" field in an action’s description - you can add as many as you want) ⤵️

Every person having the role added to this section, will see the action pending in their Actions tab. You can add several roles in this section: Account manager, Accountant, Financial manager or any specific person ⤵️

🚨 When customers aren't assigned to an account manager, they will be automatically considered assigned to the platform owner:

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