A contractor refers to an external entity who performs work for your organisation as an External User.
- Once contractor information is entered: it is then able to be referenced by the workflows that are undertaken by the users of the SpyderFlow system.
- In SpyderFlow , Contractors can also be referred to as External Users with restricted access to ensure data security and role-specific functionality.
Location: SpyderFlow Main Menu –> Contacts –> Contractors.
Linked to Contractor Workers who are the workers for the Contractor entity.
Contractors – Can log into SpyderFlow directly to perform data entry. External User role.
Contractors in SpyderFlow
- The Contractor business sign in User account can: lock down data for their own users / workers.
- This is by the business being assigned access as Contractor administrator User from the subscriber when set up.
- The contractor administrator then has the ability to manage their own users / workers (Contractor Workers).
- Supports “Purchase Order” work activities, including standard and defect work as allocated to their business through SpyderFlow on web and mobile versions.
Set up Overview
Internal user to the subscriber company creates external user invitation, linked to contractor company and worker.
- Worker can be existing or new, but at least 1 worker to each Contractor when set up.
- Contractor gets e-mail and logs into SpyderFlow
- Contractor admin creates additional workers in SpyderFlow as needed.
Contractor User Roles
- Contractor Administrator – Manages workers (users)
- Contractor User – Worker, enters information (data)
Record Level Security
Information is filtered to what the contractor is configured to see, company restriction.
Workers can have further restrictions as required by the contractor.