---
title: "Understand Whatfix Desktop workflow"
slug: "understanding-whatfix-workflow"
updated: 2026-08-06T20:42:26Z
published: 2026-08-06T20:42:26Z
canonical: "support.whatfix.com/understanding-whatfix-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand Whatfix Desktop workflow

Here is the complete walkthrough of the Whatfix Desktop Workflow:

[PDF document](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Workflow%20-%20Desktop.drawio%20(2).drawio%20(1).svg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D)

Note

To see detailed information about the associated permissions with each kind of user, see [Whatfix User Roles](/desktop/docs/whatfixuserroles).