Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

To give an employee an INFlow FlowAP Portal access:

  1. Create a Partner record by setting the following values:

    1. Type = Individual

    2. First/Last Name = same as respective employee’s

    3. Email = same as respective employee’s

    4. Under

...

    1. FlowAP tab, select a Related Employee.

      Image Modified

...

  1. Edit the employee record of the same employee, select the created partner record in step 1, under the

...

  1. FlowAP tab of the respective Employee record. Save the employee record:

    Image Modified