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To give an employee an 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 INFlow tab, select a Related Employee.

  2. Edit the employee record of the same employee, select the created partner record in step 1, under the INFlow tab of the respective Employee record. Save the employee record:

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