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Getting Started
UpPass Help Center UpPass Help Center
Getting Started
UpPass Help Center
  • User Guide
  • Developer Hub

How can we help you?

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  • Getting Started
  • Workspace
  • Flows
  • No-Code Builder

Help Center

  • Getting Started
    • Overview
    • Common Terms
    • UpPass Main Concepts
    • Setting Up Your Account 
    • Flow Dashboard
    • How to Integrate UpPass?
  • Credits (hidden for now)
    • Auto-Renew and benefit of auto-renew
    • Calculate Usage Cost
    • Credit Usage Cost
    • How to change Credit Package
    • How to check Credit Usage History
  • Workspace
    • Flow
    • Billing
    • API Token
    • Manage Users and Permissions
  • Flows
    • Build
    • Style
    • Submission
    • Connect
    • Stats
    • Decision Flow
    • Share
  • No-Code Builder
    • Add Steps and Verification Steps
    • Add Form Elements
    • Preset Elements
    • Conditions
    • Language Translation
  • Decision Flow
    • Data Connections
    • Decision Flow Elements
    • Creating your first decision flow
  • Data Integrations

Flow Dashboard

Guides to help navigate your UpPass Flow Dashboard experience 

UpPass Dashboard Overview

When you have activated your account and signed in, the UpPass Dashboard homepage will first look like this:

Left Section

On the left section, you’ll find the Workspace flow :

  • Workspace: A container where all the flows are stored. You can only have one workspace per account. However, you can view and edit another workspace based on the invitation only.
  • Flow: A flow is creating the established verification flow, conditions and elements in preparation for submission
  • Manage Users: Users give you access to add, remove and collaborate team members to your workspace. Roles assigned for team members are Admin, Editor and viewers to collaborate other users into your workflow & workspace 
  • Billing : You have the option to select a package, top up credit via Post Paid & Prepaid
  • API Token : To connect securely to your application, your application needs a API key with permission to access resources.
  • Workspace Credit : You have the option to buy a package and auto renew or you can do pre-paid or post-paid credit top ups as you go.

Middle Section

In the middle section you’ll find:

  • Create new flow: Ability to create and start your new flow with ID verification. 
  • List of Flow: View the list of your flow submissions 
  • Status: You can see the status check and outcome of your submission

Right Section

On the Right Panel you’ll find:

  • Recent Submission View: All recent flow submissions completed. 

Getting Started – How to Create your first flow? 

  1. Click Create new flow 
  2. Name your flow and click continue 
  3. Your flow will be generated and you can begin the process of Building your flow

For in depth experience on how to complete your flow See article: Creating and submitting a completed flow – No-Code Builder

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