Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

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Setup for Workflow Integration

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In Workflow, add a Workflow of type Customer. This makes Workflow functionality available in Customer Care.

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Permissions

The ability to start a Workflow from Customer Care requires the Start Workflow permission to be enabled. This permission resides in the Customer Care Admin role.

When this permission is enabled, the START WORKFLOW button is available in the Workflow tab in the InfoCenter.