SpyderFlow Users require an Employee Record to link with to gain access to Dashboard, Main Menu and general areas.
Invite Employee as User
User –> Invite to SpyderFlow
- Main Menu –> Account Admin –> Users –> List of Users –> +Invite
- See link Subscriber User Roles | Invite a New User
Create Employee Record and Link to User Role
Log in with Administrator access
- Navigate to Contacts –> Employees –> List of Employees
- Click +Create New
Details Tab
- Add Name of Employee
- Change Status to Active
- Click Save
Go to Security Tab
Click +ADD
Select at Minimum the User from drop down to link employee to user
Select any groups (if also required)
Click to Save (right side icon) – when complete