Getting Set Up
Last updated: September 24, 2026
This article walks through how to get Flow enabled for your workspace and set up for the first time.
# | Step | Details |
1 | Enable Flow for your workspace with the right set of integrations | Ask the Ivo team or your CSM to turn Flow on with the integrations you need. Once enabled, a “Flow” section appears in your Settings. |
2 | Assign roles | Make sure the right people hold the roles below. Someone with Flow admin rights to approve integrations. |
3 | Approve integrations: Settings > Flow > Admin | Once an integration is available in your workspace, a Flow admin approves it in Settings > Flow > Admin. Team members can connect an integration only after it has been approved. |
4 | Install integrations: Settings > Flow > Directory | Next step is to Install flow in your Directory. Select the integration you want installed and connect it with the right account credentials |
5 | Install integrations: Settings > Flow > Integrations | Your connected integration will appear in Integrations. You can configure and connect it to the Folder of your choice. |
6 | Connect and build: Settings > Flow > Workflows | In workflows, you can create a workflow to upload/ sync the documents per your trigger per your requirement |
Each of the steps above are detailed in Section 4.
Roles and permissions
Role | Flow permission | What it allows |
Workspace Owner / Workspace Admin | Flow admin | Full control of the Flow platform: approve and revoke integrations for the workspace, plus everything Flow access allows, including deleting installations. |
Intelligence Admin | Flow access | Access the Flow platform to view and connect integrations and build workflows. |