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What can we help you with ?

Multi-Factor Authentication MFA

9
  • Multi-factor Authentication | MFA | Overview
  • Multi-Factor Authentication MFA | WEB vs Mobile App
  • Multi-Factor Authentication MFA | First Time | Sign up by Email
  • Multi-Factor Authentication MFA | Verification code Options
  • Multi-Factor Authentication MFA | Verification Code to Phone
  • Multi-Factor Authentication MFA | Verification Code to Email
  • Multi-Factor Authentication MFA | Add MFA Phone Option to My Profile
  • Multi-Factor Authentication MFA | No MFA Phone Number added
  • Multi-Factor Authentication MFA | System Admin | Add MFA Phone Option to Users

Getting Started

9
  • Getting Started | SpyderFlow Overview
  • Getting Started | SpyderFlow Subscription
  • Getting Started | Account Admin | Users Overview
  • Getting Started | Plan User Roles and Permissions
  • Getting Started | Sign in (once activated) Options
  • Getting Started | Activate Invitation | First Time Microsoft SSO
  • Getting Started | Activate Invitation (Email Sign in)
  • Getting Started | Sign in by Email | Change Your Password
  • Getting Started | WEB | Main Menu

The Dashboard

7
  • The Dashboard | Payable Invoices Widget
  • The Dashboard | Appearance
  • The Dashboard | Widgets
  • The Dashboard | Widgets Refresh Settings
  • The Dashboard | Map Widget
  • The Dashboard | Interface Events Widget
  • The Dashboard | Receivable Invoices

Subscriber Settings

8
  • Subscriber Settings | Overview and Details Tab
  • Subscriber Settings | Region Tab
  • Subscriber Settings | Workflow Tab
  • Subscriber Settings | Communications Tab
  • Subscriber Settings | Financial Tab
  • Subscriber Settings | Security Tab
  • Subscriber Settings | Activity Tab
  • Subscriber Settings | Allow Generate QR Codes

User Account Administration

20
  • User Account Administration | Link User Role to Employee
  • User Account Administration | My Profile
  • User Account Administration | Role-Based Access Control (RBAC)
  • User Account Administration | Record-Level Security (RLS)
  • User Account Administration | RLS – Enable
  • User Account Administration | The System Administrator
  • User Account Administration | Subscriber User Roles
  • User Account Administration | Main Subscription User
  • User Account Administration | User Roles and Permissions
  • Subscriber Role | Manager
  • Subscriber User Roles | Invite a New User
  • Subscriber User | Finance Role
  • Subscriber User | Review and Approve Role
  • Subscriber User | Asset and Scheduler Role
  • Subscriber User | Create and Update Role
  • External Users | Invite to Your SpyderFlow System
  • External Users | Client Standard Role
  • Subscriber and External | Check User Status
  • Subscriber and External Roles | Edit User
  • Subscriber and External | Disable User Account

System Interface

5
  • System Interface | WEB | Incoming Events
  • System Interface | Upload Integration Data
  • System Interface | Outgoing Events
  • System Interface | Integration Modules
  • System Interface | Integration Modules | Create New

FAQs

7
  • FAQs | Invitation Issues and Resolutions
  • FAQs | Forgotten Username
  • FAQs | Forgot your Password
  • FAQs | Expired Invitation links
  • FAQs | Sensitive Information Protection
  • FAQs | Plan Markers | Assets and Properties
  • FAQs | The Link: Purchase and Work Orders

Schedules

6
  • Schedules | WEB | An Overview
  • Schedules | WEB | Dashboard Widget
  • Schedules | WEB | Create New
  • Schedules | WEB | Add Recurrences and Links
  • Schedules | WEB | Bulk Actions
  • Schedules | WEB | Export

Calendar

17
  • About The Calendar
  • Web | Calendar Features
  • Web | Filter
  • Web | Search
  • Web | Event Type Configuration
  • Web | Create an Event
  • Web | Edit an Event
  • Web | Delete an Event
  • Web | Work Activities
  • Web | Asset, Property, and Work Activity Calendars
  • Mobile | Calendar Features
  • Mobile | Filter
  • Mobile | Search
  • Mobile | Create an Event
  • Mobile | Edit an Event
  • Mobile | Delete an Event
  • Mobile | Work Activities

Contacts

2
  • Contacts | WEB | Clients
  • Contacts | Web | Suppliers

Release Notes

16
  • RELEASE 2025-1
  • RELEASE 2024-8
  • RELEASE 2024-7
  • RELEASE 2024-6
  • RELEASE 2024-5
  • RELEASE 2024-4
  • RELEASE 2024-3
  • RELEASE 2024-2
  • RELEASE 2024-1
  • RELEASE 2023-5
  • RELEASE 2023-4
  • RELEASE 2023-3
  • RELEASE 2023-2
  • RELEASE 2023-1
  • RELEASE 2022-2
  • RELEASE 2022-1

SpyderFlow Mobile App Guide

18
  • Mobile App | Overview
  • Mobile App | Android | Install SpyderFlow
  • Mobile App | Apple (IOS) | Install SpyderFlow
  • Mobile App | Sign in Options
  • Mobile App | First Sign in | Choose Region
  • Mobile App | Home Screen
  • Mobile App | Overall Search
  • Mobile App | User Profile
  • Mobile App | Change Subscriber
  • Mobile App | Calendar
  • Mobile App | Codes | Scan
  • Mobile App | Codes | Generate
  • Mobile App | Requests
  • Mobile App | Scope
  • Mobile App | Scope | Create New
  • Mobile App | Order
  • Mobile App | Quote
  • SpyderFlow Mobile App Guide | Attachments

Properties

9
  • Properties | WEB | Overview
  • Properties | WEB | List of Properties
  • Properties | WEB | Create New
  • Properties | WEB | Details
  • Properties | WEB | Plans
  • Properties | WEB | Plan Markers
  • Properties | WEB | Contacts
  • Properties | WEB | Property Assets
  • Properties | WEB | Work History

Assets

15
  • Assets | WEB | Overview
  • Assets | WEB | List of Assets
  • Assets | WEB | Parenting Assets
  • Assets | WEB | Create New
  • Assets | WEB | Details
  • Assets | WEB | Codes
  • Assets | WEB | Location
  • Assets | WEB | Plans
  • Assets | WEB | Plan Markers
  • Assets | Codes | Assign and Scan
  • Assets | WEB | Print QR Codes
  • Assets| WEB | Contacts
  • Assets | WEB | Work History
  • Assets | WEB | Invoices
  • Assets | WEB | Notes

Service Requests

9
  • Service Requests | WEB | Overview
  • Service Request | WEB | Create New (Subscriber User)
  • Service Request | WEB | Create New (Client)
  • Service Requests | WEB | Problems Tab
  • Service Requests | WEB | Details Tab
  • Service Requests | WEB | Contacts
  • Service Requests | WEB | Related Tab
  • Service Requests | WEB | Work History Tab
  • Service Requests | WEB | Invoices Tab

Scopes

6
  • Scopes | WEB | Overview
  • Scopes | WEB | Status
  • Scopes | WEB | List of Scopes
  • Scopes | WEB | Create New Scope 
  • Scopes | WEB | Add to Scheduler
  • Scopes | WEB | Flow to a Quote

Quotes

9
  • Quotes | Overview
  • Quotes | List of Quotes
  • Quotes | Create New Quote
  • Quotes | WEB | Add Items, Pricing, Contacts
  • Quotes | WEB | Related Tab
  • Quotes | WEB | Attachments and Activity Tabs
  • Quotes | WEB| Statuses
  • Quotes | Bulk Actions
  • Quotes | WEB | Invoices

Work Orders

9
  • Work Orders | WEB | Overview
  • Work Orders | WEB | Status
  • Work Orders | WEB | List of Work Orders
  • Work Orders | WEB | Flow from a Scope
  • Work Orders | WEB | Flow from a Quote
  • Work Orders | WEB | Add Items
  • Work Orders | WEB | Create New Work Orders
  • Work Orders | WEB | Item of Work Process
  • Work Orders | WEB | Flow to Invoices

Purchase Orders

7
  • Purchase Orders | WEB| Flow to Invoices
  • Purchase Orders | Inside a Purchase Order
  • Purchase Orders | Overview
  • Purchase Orders | Status
  • Purchase Orders | Locations
  • Purchase Orders | WEB | List of Purchase Orders
  • Purchase Orders | WEB | Work Order

Invoices

8
  • Invoices | Overview and Subscriber User Roles
  • Invoices | Allow Manual Payments
  • Invoices | Send Invoices SpyderFlow
  • Invoices | Add Asset Name
  • Invoices | Edit Client Email
  • Invoices | Financial Settings
  • Invoices | Automate Invoice Creation Orders
  • Invoices | Payable | ‘Paid’ Option Greyed Out

Settings

8
  • Settings | WEB | An Overview
  • Settings | WEB | Companies
  • Settings | WEB | Areas
  • Settings | WEB | Projects
  • Settings | WEB | Fields Overview
  • Settings | List Of Fields
  • Settings | Fields | Create New
  • Settings | Fields | Bulk Actions

Custom Connection | Xero to SpyderFlow

14
  • Custom Connection | Xero | Overview
  • Custom Connection | Xero | Handy Hints
  • Custom Connection | Xero Settings
  • Custom Connection | Xero | Purchase Subscription
  • Custom Connection | Xero | Add a New App
  • Custom Connection | Xero | Select Accounting Scopes
  • Custom Connection | Xero | Send Authorisation Email
  • Custom Connection | Xero | Accept Email
  • Custom Connection | Xero | Client ID and Secret Key
  • Custom Connection | SpyderFlow | Financial settings
  • Custom Connection | Add Webhook URL to Xero
  • Custom Connection | Connected to Xero
  • Custom Connection | Map Tax Codes
  • Custom Connection | Xero to SpyderFlow | Tracking Categories

Profile Subscription Settings

2
  • Subscription Settings | Change Subscription
  • Subscription Settings | User Access – Multiple subscriptions

Customisation | Columns

3
  • Customisation | Columns | Helpful Information
  • Customisation | Select List | Show or Hide Columns
  • Customisation | List Pages | Resize Columns

Rates

6
  • Rates | WEB | Rate Groups
  • Rate Groups | +Create New Rate Group
  • Rates | Items Overview | +Create New Item
  • Rates | Items | List of Items
  • Rates | Requests | List of Requests
  • Rates | Requests | +Create New Request

Contractors

1
  • Contractors | WEB | Overview

Employees

5
  • Employees | Web | Overview
  • Employees | WEB | User Roles Overview
  • Employees | WEB | Create New Employee
  • Employees | WEB | Link to User Role
  • Employees | WEB | List Of Employees
  • Home
  • SpyderFlow Knowledge Base
  • Getting Started
  • Getting Started | Account Admin | Users Overview
View Categories

Getting Started | Account Admin | Users Overview

Users, External Users, User Roles, User Groups

Location: Main Menu –> Account Admin

 

Main types of Users

  • Subscriber Users (Usually Internal to your organisation). Different Levels of Access suited to their Staff level. See your Manager and System Administrator.
  • External Users (Subcontractors, Vendors, Tenants) – Limited Access to what is relevant to their association with you.

 

Users

Subscriber Users

  • Your company may also call these users (internal user roles).
  • This includes all users internal to the Subscriber company.
  • These are your company user roles and have workplace sign in email format to match your subscription email account with SpyderFlow.
  • Includes your main subscription email sign in, your managers, administrators, and other internal staff members of your company.

 

External Users

External users

  • External Users can be your subcontractors, tenants of properties, vendors or other sign in roles.
  • These may have different email formats like Gmail, Yahoo or other log in email addresses.
  • External user sign in gives these users access to parts of your system they need to use with your company.

 

User Roles

User Permissions – Role-Based Access Control (RBAC)

RBAC assigns permissions to users based on their role in the organisation. See link: User Account Administration | Role-Based Access Control (RBAC)

  • Each role comes with specific permissions, meaning users can only access relevant features, data, and actions within the system.
  • For example, only authorised users can modify asset records, allocate work orders, approve quotes, or access financial information. 

 

System Administrator User Role

On initial log in to your SpyderFlow your organisation can invite a System Administrator. This is a full access to system role.

  • The System Administrator is the delegated staff member given the responsibility of SpyderFlow system: including configuration set up, maintenance, onboarding of users, security and data administration. This could be internal to your organisation or in association with SpyderTech depending on your subscription.

 

User Groups

A User Group contains three main tabs: Details, Group Members, Activity.

  1. Details: What is the group. The name should be descriptive of the access levels the user group gives to its members. Includes fields: Name, Status, Description and Email details for the User Group.
  2. Group Members: Who is allocated into this User Group.
  3. Activity: A record of the activity to this group.

 

 

Who can Create a User Group?

User Groups can be created by your System Administrator and can be filtered by:

  • Companies
  • Clients
  • Areas
  • Projects
  • Assets
  • Asset Types

If none of the above are selected then users will have full access if this group is allocated to their employee security.

For every filter option chosen then the access is narrowed.

  • For example if an area is chosen then allocated to the employee they will only access that area information.
  • If an area and a company is chosen then only access what filters to both chosen etc.

For more information see link: User Account Administration | Record-Level Security (RLS)

 

Employee has All Access Group added to their Security for access in SpyderFlow

 

User Group – All Access 
Updated on 29 April 25
Table of Contents
  • Users, External Users, User Roles, User Groups
    • Main types of Users
    • Users
    • External Users
    • User Roles
    • User Groups
    • Who can Create a User Group?

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