The Flows tab is used to enable the CT365 Management Solution for the site.

Note: The solution must be deployed in the tenant for this tab to take effect, and the solution account must have access to each site running Compliance Tracker 365.

⚙️ Key Details

• Sites that share profiles will have their management schedule based on the main parent site.
• Enhanced Security and Feedback Flow must be configured separately on child sites to be included in the management solution processing.

🔧 Configuring Profile Import

1. Open Manage > Flow tab.

2. Enable the User Profile Flow switch.

3. Select the hours you want profiles to be processed.

   - ✅ Recommendation: Process once or twice per day.

4. Select Enable enhanced security to apply additional protection to Logs.

5. Enter an email address to be notified if there are issues processing profiles.

6. Select up to 3 Pre-import groups.

   • These groups pre-populate user profile properties, allowing terms to be associated with people using property filters.

📩 Feedback Flow

• Enable the Feedback Flow to receive emails when feedback is captured.
• Emails are sent hourly, containing feedback added in the past hour.
• Enter one or more email addresses to receive feedback notification emails.