Set up SpatialFlow for your team
This part of the docs is for the people who run a team: managers and workspace owners. Everything here happens in the SpatialFlow dashboard, in a web browser, without code or API keys.
You need a work email address and the email addresses of the people you're inviting. If they'll join at a check-in table, you can print QR codes instead. Setting up takes about 20 minutes, plus a few minutes with the first person's phone.
Create your workspace
Sign up with your name, your company, your email address and a password, then confirm your email address from the message SpatialFlow sends. The company name becomes the name of your workspace, the shared space your team joins, and you become its owner.
The new workspace comes with an example device, one or two example geofences and an example workflow, so the dashboard isn't empty on your first visit. They're labeled as examples and left out of live counts. You can remove them whenever you like.
Your first day
Work through these in order. Each page covers one job.
- Invite your team by email or QR code, and pick each person's role.
- Add a geofence around a place your team works.
- Set up an alert for arrivals, departures or headcount at that place.
- Watch the day on the Overview and the live map.
- Look back with shift history and reports.
Owners also have workspace settings, plans and billing, and roles, the audit log and SSO.
The dashboard on a phone
On a phone, the sidebar becomes four tabs along the bottom: Overview, Live map, Alerts for open incidents, and Find for search. Everything else, including geofences, workflows, reports and settings, is under More.
What your team does on their phones
Field workers install the SpatialFlow app, accept your invitation, allow location access, and start a shift. Send them The SpatialFlow app, which walks them through it in their words rather than yours.