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Getting Started with Workflow Preferences

Learn how to configure the general settings of Workflow

Anthony Iavarone avatar
Written by Anthony Iavarone
Updated this week

Opening Preferences

From the homepage, click Name @ Studio in the top-right corner and select Preferences.

Managing Preferences

Here's a quick run-down covering the different sections available in Workflow Preferences:

My Studio

Add details about your studio (like Address, Contact Info, Website, etc.) into Workflow. The information will be referenced throughout the system and can be customer-facing, so be sure to keep it up to date!

Section

Details

Studio Name

  • The name of the studio.

Address

  • The address of the studio.

  • The studio address must be filled in for Bulk orders that are shipping to the studio

Main Contact

  • The main contact information customers should use to reach out for assistance.

Order Emails

  • The email address your customer's receipts should be sent from.

  • This will also send a carbon copy receipt of each order to the email address used.

Studio Website

  • The website URL of the studio

Membership

You can review your membership details (like rates and membership expiration) at any time. You can also renew your ImageQuix Membership or view contact information for the Product Support Team.

Don't forget to give them your Membership ID if you need support (circled below):

Roles & Permissions

Create and manage roles to fine-tune what features and data users have access to and secure your data from unneeded access. From Assistant Studio Manager to Quality Assurance, you can create and mix roles for just about anything!

You can learn more about creating roles here:

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Users

There's no additional charge for adding users. It's a best practice to give everyone their own account. Having unique users allows our team to have a log of user actions, should anything occur and prevents syncing errors that could happen when multiple people use the same login.

You can learn more about adding users here:

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Payouts

This is where you can access (or set up) your integrated Stripe account to view the studio's financial information. You can also trigger an Instant Payout on any pending transfers (for an additional fee) and update your Statement Descriptor (the name that appears on customer's bank statements)

Section

Details

My Connect Account

  • Click View account to open your Stripe Express Dashboard and review payout information.

Current Balance

  • View the current balance of your Stripe wallet in Workflow.

  • Initiate Instant Payout (For US Customers with a debt-linked card only)

Statement Descriptor

  • Set how your studio name should appear on customer's bank statements.

Shopping Cart

Here is where you can customize specific account-level options for your Online Shopping Cart. You can add your Studio's logo as well as enable your Studio contact information to display for the customer to see. Be sure to add your Studio's Gallery Link to your website for customers to easily access their pictures from your website!

Additional Settings in Preferences

Smart Tag*

⚠️ All settings configured via Smart Tag will be applied to ALL jobs. These are local changes, meaning each device in use will need to be configured separately.

* Tethered workflow is a Smart Workflow add-on

Section

Details

General

  • Set behavior for automatic head sizing and aspect ratio for Subject Jobs.

  • Set behavior for automatic aspect ratio for Standard Jobs.

  • All automatic edits applied are non-destructive.

Primary Image Selection

  • Set behavior to "Star" either the First or Last Image taken per subject.

Barcode Scan Field

  • Specify which subject data field Workflow should search and compare data collected from a barcode-scanned camera slate card.

Subject Data Preview

  • Choose up to 2 data fields that should appear in the Subject List while in a job.

  • Choose up to 5 data fields that Photographers should have access for reviewing/capturing information during a photo shoot.

Camera Hot Folder

  • Set a camera hot folder that Workflow should monitor for new images added.

  • Allow Workflow to watch the set folder for new images to be automatically added into the job.

Head Size Guidelines

  • Adjust the appearance of the head size guideline that appears in Workflow.

  • Can customize the guidelines for each aspect ratio.

Printing

Set a printer hot folder to have Workflow output rendered designs to a destination where supported printer models automatically print every new image added. You can also set Workflow to direct print to a specific printer.

⚠️ If no printer hot folder is set - even if Print to Device is enabled - Workflow will prompt for a device selection or to print as PDF/JPG.

Subject & Image Filters

Rename or delete any subject & image filters saved on the device. You can save subject & image filters while applying the filter in a job.

Integrations

Link your PhotoLynx PLIC account to Workflow for an integrated workflow. You can learn more from our article collection here:

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Advanced

This section has some helpful tools for troubleshooting the app:

Section

Details

Logs

  • Select Download Logs to download a .zip folder to your desktop.
    ​

  • Select Send Logs to upload a .zip folder direction to the Workflow Product Team.

Reset Table Column Widths

  • Reset the column widths of all tables throughout Workflow to their default value.

Offline Job Storage

  • Clears the saved offline job data after the set time has passed from when you last used a job.
    ​

  • Only applies to jobs with no activity or local changes after a user-defined time period.
    ​

  • Recommend setting low for Customer Service teams on Phone Support jumping between multiple jobs all day.

Offline Print Template Storage

  • Clear Workflow print template cache to force a download of the latest versions of your My Designs when opening a Job.

Available Versions

  • Take advantage of the ability to access new features and enhancements that our dev team releases via our Latest Versions channel
    ​

  • Have the ability to quickly switch back to our stable version of Workflow, the Fall Seasonal Release if needed
    ​

  • This is a local change that will only update the device the selected version is installed on

⚠️We recommend staying on the Fall Seasonal unless necessary to switch to the Latest Versions for applicable reasons. Contact our Support Team for further direction on installing the best version for your needs.

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