Users

• Admin Roles

  Spreadly offers different admin roles tailored to individual needs. Admin roles can be assigned or removed for specific users under Team Members. Global Team Admin: This role has access to all admin features in Spreadly and can promote or demote other users. Use this role with caution. Template Admin: Can access and manage all templates, including their design and layout. Ideal for marketing or design teams. Member Admin: Can create, edFew readers

• How to add Users to Spreadly

  Welcome! In this article, we'll walk you through how to add users to your Spreadly account, what happens when you check the options for invitations and card creation, and what you need to confirm if you're updating existing users. 1. Navigate to the Members Section First, head to the Members area in your Team menu. OnFew readers

• Remove Users

  In this article, we'll show you how to remove users from your Spreadly team. Whether someone has left your company or just no longer needs access, you can easily manage your team members with just a few clicks. Step-by-Step: How to Remove Users 1. Navigate to the Members Section First, head over to the sidebar. Under the "Team" section, click on Members. This will show you the list of all users in your team. SideFew readers

Groups

• How to Create a Group

  Want to organize your team better or set up different groups for projects, departments, or whatever you need? With Spreadly, creating groups is super easy! In this article, we’ll walk you through the steps to create a new group, from start to finish. 1. Open the Groups Overview First, head over to your team’s “Groups” section. Here you’ll see a lFew readers

• Assign Members Automatically to a Group

  Hey there! In this article, we'll show you how to set up automatic group membership in Spreadly. This feature lets you define rules so that users are automatically added to the right group—no manual assigning needed! How to Set Up Automatic Group Assignment 1. Go to Your Groups First, open the Groups section in your Spreadly team settings. Here you’ll see all your available gFew readers

• How to Add Members Manually to a Group

  Hey there! In this article, you'll learn how to manually add members to a group in Spreadly. 1. Go to the Groups Section First, head over to your team’s Groups section. Here you’ll see a list of all your available groups. Groups Overview (https://storage.crisp.chat/users/helpdesk/website/-/6/1/b/6/61b64aFew readers

HR Integrations

• User Provisioning with SCIM 2.0

  The System for Cross-domain Identity Management (SCIM) specification is designed to make managing user identities in cloud-based applications and services easier. Its intent is to reduce the cost and complexity of user management operations by providing a common user schema and extension model, as well as binding documents to provide patterns for exchanging this schema using standard protocols. Manage Team members in Spreadly SCIM is used by Single Sign-On (SSO) serviFeatured

• User Provisioning with Entra-ID

  Creating a SCIM Provisioning application in Microsoft Entra-ID is a straightforward process that significantly enhances the management of user identities in cloud-based applications. In this article, we'll guide you through the steps to set up a SCIM Provisioning application for Spreadly. Step 1: Create an Enterprise Application Create an Entra-ID Enterprise Application for Spreadly (https://spreadly.app/storage/proxy/02c946e86cee473Featured

• Setup domains

  You can add, connect, and verify domains with your Spreadly team to: i) Block new registrations from users using an email address from the domain, ensuring they are centrally provisioned. ii) Automatically add members to your team with the specific email domain. To do this, you need to first add and verify the domain. Add a Domain In Spreadly, go to "Team Settings Domains". Enter the domain you want to add. For exampFew readers