Quickstart
Create a workspace, invite your team, and open your first ticket in FlowMingo.
Get up and running with FlowMingo in a few minutes.
Before you begin
You need:
- A valid email address (work email if your organization uses domain auto-join)
- Permission to create a workspace, or an invite link from your administrator
Note: FlowMingo supports email/password sign-in and OAuth (Google, Microsoft) when configured for your workspace.
1. Create an account or accept an invite
New workspace: Sign up at your organization's FlowMingo URL. Choose a workspace name, brand color, and account details. FlowMingo creates the workspace and assigns you as admin.
Join via invite: Open the invitation link, set your password, and land in the workspace with the assigned role.
Join via company domain: If domain auto-join is enabled, signing up with a matching email adds you as an agent (employee portal / Home by default).
If you belong to more than one workspace, pick one on the workspace selection screen.
2. Explore your workspace
| Role | Default landing page |
|---|---|
| Agent (employee portal default) | Home — browse categories and submit requests |
| Agent (staff), team lead, manager, admin | Dashboard — overview and open ticket counts |
Agents can switch between employee view and agent view from the profile menu. Every new workspace includes a default area with General category and General Request form.
3. Submit your first ticket
From Home, pick a category, choose a ticket form, fill required fields, and submit. Track progress under My Tickets.
4. Invite teammates
Go to Team and click Invite member. Choose a role (agent, admin, team lead, manager on eligible plans).
5. Configure areas and forms (admins)
Open Studio:
- Areas — IT, HR, Facilities, …
- Categories — tiles on the employee Home page
- Ticket forms — fields, routing, workflow statuses
- Custom fields — reusable field library
First-week checklist
| Task | Who | Where |
|---|---|---|
| Review default area and General category | Admin | Studio → Areas |
| Create categories for main request types | Admin | Studio → Categories |
| Build ticket forms with routing | Admin | Studio → Ticket forms |
| Create groups (e.g. IT L1) | Admin | Team → Groups |
| Invite agents and assign groups | Admin | Team → Members |
| Submit and resolve a test ticket | Agent | Home → Tasks |
Next steps
Updated about 2 months ago