Contractors

Contractors are staff members that are indirectly / temporarily hired by the company setup in Remote Flow.

Contractors have a record but they do not necessarily have to have a login (for licensing purposes).

Setting up an contractor

There are only two required fields for setting up a contractor.

• First Name
• Last Name

Every other field is optional, however it’s recommended the following are also filled in:

• Email Address
• Business Name

Assigning access to Remote Flow

Once a contractor has been created, the following steps are recommended.

• Give the contractor login access
• Assign Dashboard and/or Mobile access
• Allocate teams

Login Access

The Login tab is where you assign the contractor a login.

Check the User Login enabled option to turn on the login.

Enter a username and then click on Update User. – Do this before updating the password!

Once you have setup the login, then you can update the contractor’s password.

Dashboard / Mobile access

Depending on the contractor’s role within the company, you may give them any combination of Dashboard or Mobile access.

The Dashboard & Mobile tabs have the different access available to the contractor.

Note: Not assigning access to a menu item does not necessarily restrict the contractor’s privileges.

Allocating Teams

The teams are used for grouping staff into business units and assigning specific options.

Note: Team managers are managed via Teams.