FlowAP Portal User Setup

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 FlowAP tab, select a Related Employee.

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

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