Skip to main content

How-to

These articles walk you through the everyday tasks in Floxar, from signing in to building content and running it. You learn how to create bits, connect them into flows, run and track trails, and work with references in the process library. If you administer an account, you also find how to invite people, grant roles and manage account settings.

Signing in and authentication​

You use Floxar with a personal Floxar sign-in tied to your email address. This article covers signing in, verifying your email as a new user, what to do when you cannot sign in, and how sessions behave.

Creating and editing bits​

Bits are the smallest building blocks of content in Floxar. Each bit is a single, self-contained process step that combines rich text, media, and interactive elements that can capture input from the person working through it. This article covers what a bit contains, what the editor can do, and how bits relate to flows.

Building flows​

A flow is a navigable sequence of connected bits — the template for a process that people run step by step. You build a flow by choosing where it starts and connecting bits into paths, including branching paths where the person's choice determines what comes next. This article covers flow setup, connections, how navigation works for the person running the flow, and the editing rules that keep flows consistent.

Running and tracking trails​

A trail is the record of one run through a flow: which steps were visited, in what order, what was entered at each step, and what happened to the run along the way. When you start a flow, Floxar creates a trail for you and keeps it as a complete, reviewable history of that piece of work. This article covers starting a trail, moving through it, how your answers are saved, and what the finished record contains.

References and the process library​

A reference is a read-only supporting document — a policy, guideline, definition, FAQ, or decision matrix that people may need to consult while working through a flow. Where a bit tells you what to do, a reference holds the why, the what-if, and the background. This article covers what references are for, how they support bits and flows, and how the process library and search surface them.

Inviting users, roles, and permissions​

Every person in a Floxar account has a permission level that controls what they can see and do. This article explains what each level means, how new people join an account, and how access flows through the account's organizations and groups.

Account settings and administration​

Account administrators keep a Floxar account organized: they shape its structure, manage its people, and set account-wide options. This article gives a conceptual overview of what account administration covers. You need the Admin permission level on the account to do these things.