To invite other users in your company you first need to decide their level of access to your SpyderFlow.

There are two level types below:

1. Contractor Administrator: This gives full access to your company information in SpyderFlow.

View of:

• • • Dashboard and widgets
    • Purchase Orders – including prices, can add notes and attachments.
    • Invoices – Receivables and Payables
    • Calendar – Can add and filter to Events and Work Activities
    • Contacts – Contractor company information and contractor workers information/
    • Rates – including pricing.
    • Account Admin – including ability to invite your workers to be users.
    • Knowledge Base

 

 

 

2. Contractor User: Limited information of your company information. Cannot see pricing or add other users. Cannot access company invoices, company details or other workers information.

View of:

• • • Dashboard and widgets
    • Purchase Orders – no prices, can add notes and attachments.
    • Calendar – Can add and filter to Events and Work Activities
    • Rates – no pricing
    • Knowledge Base

 

 

Notes:

• Both Contractor Administrators and Contractor Users will see all Purchase Orders for your company and cannot assign per worker at moment.
• Widgets are less if Administrator to User in company. Click Edit layout to move, remove or re add widgets to your SpyderFlow.
• Light and dark themes are now available for all SpyderFlow users in Web version. Change through profile icon and select “Toggle Theme”. See screenshots next page.
• Profile information can also be viewed and edited through Profile icon (top right). Reset log in button is also now available to all users. If originally set up to email you can reset to log in another way.

 

 

Light theme

• Contractor User screenshot as an example.
• Contractor Administrator has more menu items, permissions and widgets but same colour theme.

 

 

Dark Theme

• Contractor User screenshot as an example.
• Contractor Administrator has more menu items, permissions and widgets but same colour theme.

 

 

Process to Add your Workers as Users to Sign into SpyderFlow

Required: Contractor Administrator – Invite other users to SpyderFlow.

• Contractor Users cannot invite other users. Must be the Contractor Administrator account.
• Note your contractor company can have more then 1 x Contractor Administrator User account.

 

Steps to Invite your Users to SpyderFlow:

1. Sign into SpyderFlow with your Administrator account. This is the full access user for your contractor company.
2. Main Menu à Go to Account Admin
3. Select External Users
4. Click +INVITE.
5. Fill in new user:
   • Email address
   • Display Name
   • Type: Select Contractor from drop down.
   • User Role: Select Contractor Administrator or Contractor User from drop down depending on the access you want the user to have to your company information.
   • Phone: This is an optional field and is more a contact phone not a MFA phone number.
6. Click Invite (top right)
7. Invitation will be sent to your company member to sign up to SpyderFlow.

 

 

Note: Once invited please let your subscriber (that you are contracted to) know  you have invited one of your workers for SpyderFlow approval of the user account or the contractor record will be in draft until approved and status updated to active.

 

Handy Hint!

You may want to direct them to sign up by email, google, apple, Microsoft (depending on your company requirements.

Or they may just choose which way is handy for them to sign in with.

 

MFA code will by default be to the user email address when user’s sign into SpyderFlow.

• If need to add MFA to go to the user mobile number go to the Profile icon (when signed in) and add user mobile phone number to the MFA Phone Field. See below….

 

Add MFA to Mobile Phone Number

Once signed into SpyderFlow: Go to Profile Icon then Select Profile 

My Profile –> Details Page –> Click EDIT

MFA Mobile # field: fill in using country code format with mobile number.

• For example: In Australia will be +61 then phone number format.