Flex Cloud: Initial activation and setup

1. Log in to the Admin user's Cyncly account.
   
    
2. Under Manage Subscriptions & Products, click on the Activate button:
   
   
   
    
3. Once activated you will see a message Update successful appear. 
   Note: this will activate the product for all users on this account.
   
    

Once you have activated Flex in the Cyncly account you will need to sign in to Design.
Note: If you are not prompted to input your log in sign out of the session so the change made in the Cyncly account can be implemented to Design Live. 

Once you have logged in, the first window you will see is on the Flex platform. Please ensure you complete the tasks below so that all users can immediately access and start using Design Flex

Company Settings

The Company details will be brought across from the Cyncly account. Ensure that all the details are up to date. In the Settings tab ensure your currency is correct and add your logo. 

Under Contact settings select if you would like the contacts and users separate per shop or if there is one master list that all users will be able to access. 

Save any changes that you have made. 

 

There will be a shop called Default shop created for you. Follow the steps below to update this:

1. Select the shop in the list and click Edit shop in the top tool bar. 
   
    
2. Make any changes necessary, change the name, check the address, add contact information and assign a Main Contact Person for the shop. 
   
    
3. Add any other details for a delivery address, select a shop logo (if this is different to your company logo) and, check currency settings. 
   
    
4. When you are happy with the details select Save shop in the top tool bar. 

To add more shops see: Flex: How can I add shop? 

 

In the Users tab you will see all the users assigned to your company in your Cyncly account. If you have created additional shops you will also see these here. To ensure levels of access to the different areas of Flex it is advised to set User roles before assigning them to the users. 

To give the user access to the Admin area in Flex select the toggle System admin. Under the name of the shop the default will be No Access. Follow the steps below to give access to the shop.

1. Click on the No Access tab under the shop you wish to give the user access to. 
   
    
2. From the drop down menu select the level of access for that user in that shop. 
   Note: Once you have created a new level of access in User roles these will be shown in the drop down options. 
   
    

User roles is where you create a group which defines roles for the users of the Flex platform. For example a sales person and a manager would need different types of access.

Follow the steps below to create a new user role. 

1. Click Create New Role on the top toolbar to begin.
   
    
2. Enter a name you will recognize into the Role Name box.
   
    
3. Tick which sections of the Flex platform this user role provides access to. The main areas are:
   
   Contacts, if you check this box there are options of Can view or Can edit
   Projects, if you check this box there are options of Can view or Can edit
   Other users projects, if you check this box there are options of Can view or Can edit
   Documents, if you check this box there are options of Can view or Can edit
   Reports
   Shop Management
   Usage logs
   Note: To restrict access to a component, leave the box unticked.
   
    
4. Click the Save role icon.

1. When a user launches the program and logs in, it will open in the Project Board screen of the Flex platform.  For more information see related articles at the end of this article.
   
    
2. A Flex icon will be in your File menu.
   
   
   
   
    
3. A Flex documents icon will be on your Home ribbon.

Having had a look around Flex, you may wish to deactivate it temporarily while you complete a design in the desktop app.  Once activated, Flex can only be deactivated within the Design Live desktop app. as follows:

1. In the File menu select Preferences.
   
    
2. In the Preferences list select Flex Preferences.
   
    
3. You can then untick the Enable Flex checkbox to switch Flex off.
   
    
4. To switch Flex on again go to File > Preferences > Flex Preferences and tick the checkbox.
   
   
    

NOTE: when you make a change to Preferences, you need to close and reopen the program for the change to take effect.