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Assign a New Integration User

Integration user is the name we give to the person who activates your Employee Hub. While the integration user is not a standard Salesforce role, it is vital to maintaining access to your Employee Hub.

For this reason, if your integration user is planning to leave your company, you will need to assign this role to a new user in order to be able to access the Employee Hub. Just follow the simple steps below.

  1. Log into Salesforce with your new integration user. Click the cog at the top-right of the page and select Setup.
  2. Navigating the left-hand side menu, scroll down to Administration > Users > Users.


  1. From the list, select the user you have chosen to be your new integration user. Click on the user's name, then scroll down to Permission Set Assignments and click Edit Assignments.


  1. Add the Flair Manager and Flair Hub permission sets to the Enabled Permission Sets column and click Save.


  1. Open this link: https://hub.flair.hr/_auth/salesforce and click allow.

Getting Staff Started with the Setup Assistant

Integration users can get staff started on the Employee Hub using the Setup Assistant. Visit the HR app homepage in Salesforce and follow the prompts provided by the Setup Assistant.

  1. Add Employees: Import employee details including email addresses on the Employee Hub platform.
  2. Enable the Employee Hub: Click Enable the Employee Hub to activate the Hub mobile app and web dashboard.
  3. Invite Employees: Click the Invite Employees button to send email notifications to your staff. This informs them that they can now sign into the company's Employee Hub.
  4. Employees Sign In: Once employees receive the Employee Hub email invitation, they can follow the link provided to create a password and gain access to the company's Hub.
  5. Enable Slack (optional): This stage of the Setup Assistant allows users to use the flair app on Slack, which includes features such as flair notifications, time tracking, and absence requests. Click Enable Slack and then select Allow to complete the integration.