spencer.co

Tom Segers

[ADMIN] Initial Setup

All elements we need to get your system started

Setup with IT Support

On this page, you'll find what data Spencer needs in our CSV Overview:

How to prepare the user CSV?

This page describes the requirements of Spencer to facilitate user sync via SFTP with a predefined CSV.

Sync a user CSV via SFTP

Automatically add profile pictures of your employees

Syncing profile pictures

Get your employees data synced into Spencer 

User syncing

This page will guide you through the steps to set up GDrive for Document Library.

Document Library via Google Drive

This page will guide you through the steps to configure your company's Google Workspace (formerly G Suite) as single sign-on (SSO) provider for Spencer, so your employees can use their…

Configuring SSO with Google Workspace

This page will guide you through the steps to configure your company's Google Workspace (formerly G Suite) as user provider, so user accounts within Google are automatically synchronised to Spencer.

Set up user sync with Google Workspace

This page describes the user field mapping from Google Login with Spencer.  It is perfectly possible that certain fields aren't visible, but when you edit a user you'll have the…

Field mapping for Google user sync

Google Integrations

Set up an app in the MSFT Azure portal and grant permissions to facilitate Single Sign-On and user synch via the Microsoft Graph API.

Setup SSO & Graph API user sync

This article answers the question: “Which fields can be synchronized?”

Userfield mapping for MS graph API

This guide outlines the steps required to grant Spencer secure access to your SharePoint site.

Connect Spencer to SharePoint

How to set up an application in the Microsoft Azure portal and grant the necessary permissions to facilitate Single Sign-On via Microsoft Entra ID

Configuring SSO with Microsoft Entra ID

Integrate with your microsoft environment

Microsoft integrations

This a full guideline on how to set up your own Google Play Console, this to invite us as an account user so we can take care of all the…

Setup your Google Developer Account

Approach for company managed devices or personal devices

Define how you will distribute your apps

How to enroll in Apple Business Manager

App distribution

Below is a brief overview explaining why this setup is required and the minimal access we need to ensure an efficient app submission process

Why do you need to create a Google Play Store Account

This guide explains each step required to create a developer account for an organisation on the Google Play Console

Creating a Google Play Developer Account

Easily grant someone access to your Google Play Console by sending them a user invitation with the appropriate permissions.

How to Invite a User to the Google Play Store

This guide outlines the essential documents and information needed to verify your Google Play Developer account.

Required Documents for Google Play Developer Account Verification

This guide walks you through two simple methods to locate your Google Play transaction ID.

How to Find Your Google Play Transaction ID

If a google app has to be moved from account follow these steps

Transfer a Google play app

A step-by-step guide to creating a Google Play Store account.

Setting up your Google Play Store Account 

Understand which information is publicly available

Which information is shown on the user's profile?

Project owner setup

Sync employee pictures from your central database

Employee profile pictures

A favicon (short for “favorite icon”) is a small, square icon that represents a website or application. It appears in multiple places, including:

Setting up the Favicon

Your app logo is essential to create a fully branded experience

Your app logo

Make sure all your assets are the right size

File sizes & formats

Branding possibilities

Give your platform a name

Your branding

Understand the standard terms & conditions

Terms & conditions

Legal templates

Contact support

Contact us

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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