---
title: "Settings | WEB | An Overview"
description: "**Location:**Main Menu --> Settings ![](https://spydertech.net.au/wp-content/uploads/2024/09/SF-Settings-Menu.png) **These are workflow settings for key items to work with user input in the SpyderFlow system.** Some are pre-requisite to uploading data to SpyderFlow. For example: - Set up minimum of One (1) Company at…"
url: "https://spydertech.net.au/docs/getting-started-settings/"
updated: "2024-12-06"
category: Settings
---

# Settings | WEB | An Overview

**Location:**Main Menu --> Settings

![](https://spydertech.net.au/wp-content/uploads/2024/09/SF-Settings-Menu.png)

**These are workflow settings for key items to work with user input in the SpyderFlow system.** Some are pre-requisite to uploading data to SpyderFlow.

For example:

- Set up minimum of One (1) Company at start of SpyderFlow onboarding
- Clients may need to be set prior to input of properties
- Fields may need to be created for some dropdowns. If you cannot complete a fill out field section: check if you need to create the dropdown field first to then choose and progress.

** **

### **Set up!**

- **Companies** - this is to enable a user of SpyderFlow to undertake work from different companies that may be part of their enterprise,
- **Areas** - this is the ability to set geographical areas that are required by the users of SpyderFlow to manage their work activity,
- **Projects** - this is the ability to consolidate scopes, quotes and work orders into a particular project so that reporting an invoicing can be done on a project basis,
- **Fields** - this is the listing of fields that are available within the system for use by SpyderFlow users.

####

#### Companies

In your first time usage of SpyderFlow check you have a Company in Settings --> Companies --> List of Companies.

- There needs to be an minimum 1 x Company.
- If your Company is not added then click **+Create New** to add details.
- Save when complete
- Go back to 'List of Companies' to check, view, sort, search, filter or export companies details.

####

#### Areas

Areas are locations that can be set up as you go, or pre organised during subscription onboarding if required.

- Can be filtered, searched, sorted and exported once set up your List of Areas.

**To Set up Areas**

- Main Menu --> Settings --> Areas --> List of Areas --> **+Create New**
- **Name**: (City/Location) eg. Newcastle
- **Code:** (Code to give the Area) eg. NC
- **Is Default:**(tick checkbox if Yes)

 

#### Projects

Projects can be set up as you go with details.

- Can be filtered, searched, sorted and exported once set up your List of Projects.

**To Set up Projects**

- Main Menu --> Settings --> Projects --> List of Projects --> **+Create New**
- **Name:** (Project Name)
- **Code:** (Project Code)
- **Is Default:**(tick checkbox if Yes)

 

#### Fields

Fields are used in many areas throughout SpyderFlow. On subscription creation there will be a default set of fields with your workflow management system.

However, if you need to add additional fields: **Go to** Main Menu --> Settings --> Fields --> List of Fields

- Search current fields to Edit if the field is not quite correct.
- Or **+Create New**to add new fields.
- Choose **Type**of field (What type of field is this to be and where will it be located? **eg** Asset Attachment type - Attachment field in Asset)
- Fill in**Value and Code**(Value name like Photo, Document, General, Office, Cleaning - what is the field for?). Code can be alphabetical or numerical.
- **Description:** Add descriptive details if needed (Optional)
- **Is Default?**tick checkbox for Yes or leave unticked for No (Optional)
- **Order Index**: Numerical value if required (Optional)