EF Helpdesk

Whether you're setting up your first team member or scaling your organization, this series will show you how to create the right access structure for your team's success.

Plus, we included best practices for employee security.

Key Terms

Key terms related to user accounts, roles, and permissions.

➔ Super User: Administrator with full platform access and management capabilities.
➔ Role: A defined set of permissions that determine what actions a user can take.
➔ Employee Account: Individual user access point for your team members.
➔ Permission Level: Type of access granted (Full or Read Only) for specific features.

How to Use This Guide

‍We've organized this series to build on each concept. While you can jump to any section, new users will benefit most from starting at the beginning.

Each article includes:

Clear step-by-step instructions
Real-world examples
Important tips
Best practice guidance

Good To Know

Key information about user management and customization.

Only Super Users can add new users or change permissions.

All users see basic reporting on their dashboard.

Almost every aspect of the platform experience can be customized to match job responsibilities.

Setting Up Employee Accounts

Learn how to add team members and set up their access in Everflow. We'll show you how to manage personal settings, control what your team can do, and keep everything secure.

A Guide to Roles & Permissions

Make Everflow work better for each team member by customizing what different teams can see and do, whether they work in finance, dev, or account management.

Best Practices for Employee Security

Keep your Everflow account safe with features like two-step login, activity monitoring, and access controls. Learn how to protect your account while making it easy for your team to work together.

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Next in This Series

Setting Up Employee Accounts

Learn how to set up your team in Everflow with the right access levels, roles, and security settings to help everyone work safely and efficiently.

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Overview

How to Use This Guide

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