Task: To edit or modify details, roles and permissions for users.

Required: SpyderFlow Administrator or Manager (Manager Role Permissions)

Note: User roles and permissions are advised to begin with lower role/permissions and work up if required to edit /modify access to SpyderFlow system.

Check User Roles and Permissions at: 

• SpyderFlow Main Menu –> Account Admin –> User Roles (for Subscriber Roles)
• SpyderFlow Main Menu –> Account Admin –> External Users (External Roles)

Edit | Subscriber User

Location: Main Menu ->Account Admin – Users – List of Users Landing Page

• Select User Account and Click Edit –> Opens into Details tab
• Username – cannot edit. This is created when user is invited.
• Employee field is also non editable.
• Can edit all other fields (type or drop down): Display name, Status, User Role, Phone #, Mobile #, Email
• MFA mobile # can be added if user would like to receive MFA verification through phone call or text options. Default MFA is by Email on invitation/sign up of User.
• Click Save to Complete.

Edit | External User 

Location: Main Menu -> Account Admin – External Users – List of External Users Landing Page

• Select User Account and Click Edit –> Opens into Details tab
• Username – cannot edit. This is created when user is invited.
• Employee field is also non editable.
• Can edit all other fields (type or drop down): Display name, Status, User Role, Phone #, Mobile #, Email, Client.
• MFA mobile # can be added if user would like to receive MFA verification through phone call or text options. Default MFA is by Email on invitation/sign up of User.
• Click Save to Complete.

Related links

Multi-Factor Authentication MFA | System Admin | Add MFA Phone Option to Users