Setting up teams

Overview

Spendflo's teams feature allows you to group people and apps together, providing you with several advantages:

• Users analyze and understand spending patterns based on specific teams, enabling you to gain insights into department-wise spend.

• Teams allow you to organize individuals based on their roles and responsibilities, facilitating better management and resource allocation.

• Users can efficiently manage and oversee the usage of various apps, ensuring streamlined operations.

The Teams feature proves to be a powerful tool in comprehending departmental spending on apps and the number of apps used within your company to accomplish their tasks. By utilizing Teams, you gain valuable insights into app utilization and expenses for each team, enabling you to optimize both Teams and overall spending based on concrete data points.

Creating a Team

Spendflo has the following ways of creating teams:

1. Creating Teams with HRMS integration
2. Creating Teams through CSV Upload

Creating Teams with HRMS Integration

Spendflo offers seamless integration with your HRMS system, enabling a direct connection to access crucial user and team information effortlessly. After setting up the integration, Spendflo automatically synchronizes data from your HRMS platform, replicating the organizational structure within the Spendflo App. With the integration your data will be synced periodically and the users and teams details will be updated eliminating any manual efforts.

You can find the team and employee details by navigating to Settings → Available apps → HRMS.

To integrate your HRMS platform with Spendflo, please refer to the section linked here.

Creating Teams Through CSV Upload

For organizations with an HRMS platform for which we haven't established a direct integration yet, we offer a simple method to import your users' and teams' information into Spendflo using a CSV file. This provides a straightforward means of transferring your organizational structure to Spendflo, allowing you to make the most of the Teams feature.

After uploading the CSV file, you'll observe that the Teams’ details are automatically populated under Settings → Teams. To learn how to upload Teams’ CSV, please refer to the article here.

For more details on all General Settings, click here.