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1

Choose the workflow and client

Click Run a workflow at the top of the sidebar, pick the Workflow and Client, then click Open form.
The Run a workflow dialog with Forms and Reports tabs, a Workflow list set to User Onboarding, a Client list set to Acme Corp, and Cancel and Open form buttons.
2

Fill in the form

The form asks that client’s questions; What will run lists the steps and who approves.
The User Onboarding run form for Acme Corp with First name Jane, Last name Doe, Domain acme.com and Work email jdoe@acme.com, beside a What will run panel listing external approval and five steps: Create user, Assign licenses, Add to groups, Grant mailbox access and Send welcome email.
3

Submit

Click Submit request. Note the reference, such as 3F2A9C1B. User Onboarding and Password Reset show a Temporary password once: click Copy before you leave.
The Request submitted card for Password Reset · Jane Doe · Acme Corp with the reference 3F2A9C1B, a timeline of Submitted and Running on Acme Corp, a Temporary password box with a Copy button and the note Shown once — copy it now, and View in Executions and Run another buttons.
If the request needs approval, the password is set once it’s approved. The Reports tab of Run a workflow opens a read-only lookup instead; see Reports.

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Troubleshooting

Set the workflow to Internal only or Internal + public under Config and save.
Set the client’s primary domain on Clients, or choose Show options on form under the workflow’s Domain setting.
The client’s Microsoft access is missing something. Click How to fix, or see Keep an eye on Microsoft access.
The client has no free seat for that licence. Free one, or let Core buy seats automatically.
Override the client’s Approval card with its Client approver email. See Settings for each client.
Next: Executions.