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Add a User

  1. Select the business unit you wish to add the user to. Note: only required if you have multiple business units.

  2. Click the Users tab.

  3. Click the Create User button on the top right of the screen.

  4. Enter the details in the fields provided.

    Ensure you check user name availability and password is minimum 6 characters.

  5. Set the user's Access Type : Admin, Manager or Base.

  6. If an Admin user then set the required option: Account Manager, Compliance Manager or Compliance and Account.

  7. If a Manager or Base user, you have the option for Site Invoicing.

  8. Set the Default Field Landing Page: Scheduled (Default).

  9. Scroll down and click the Add button.

 

Field

Description

Given Names, Surname

Enter the user's full name.

User Name

Enter a username (min. 4 - max. 36 characters) and click the Check Availability button to ensure it is a unique username.

Special characters such as @ # $ % [ ] " ' - are accepted, which allows for email addresses to be used as a username.

Password, Confirm Password

Enter a password (min. 6 characters) and repeat to confirm the password.

Special characters including  ";@#*(-) can be used.

Phone, Fax, Mobile, Email Address,

Alternative Email Address

Enter contact details. Mobile and email address are used for system generated notifications.

Position

Select an appropriate position from the list.

Please note this list is configured in Site Admin > Service > Options > User/Contact Positions.

Address Line 1, Address Line 2,

City, State, Postcode

Enter user's address details.

GPS Coordinates

Click Auto-Generate to capture GPS coordinates of the address.
This information assists with making decisions on job-runs, scheduling commitments and resource management.

User Settings

User Cost Rate

This information is used for profit and loss reporting.

 

Field

Description

Hourly Cost Rate

Record the user's hourly cost rate for calculating profit and loss.

Overhead Rate

Record additional costs which are only used during normal time. This is commonly used to include operational costs to the user's hourly rate (eg. mobile phone, car lease) for calculating profit and loss.

Valid From

Updates all labour entry costs for the user from this date. Note: When entering a new hourly rate or overhead rate, this is the date it is valid from. When saved, the system will update all labour entries from that date to the current date.

Labour Tracking Centre

Used for categorising or grouping labour recorded for this user for reporting purposes. For more information, please refer to Tracking Centres.

How AroFlo calculates labour costs

Normal time - Hourly rate + overheads

Time and a half - Hourly rate x 1.5 (no overheads)

Double time - Hourly rate x 2 (no overheads)

Your overheads do not change if the employee works more than their standard week (therefore they do not apply for overtime).

User Business Unit

This is the primary Business Unit that the user will be associated with.

 

Refer to Service Options - Business Unit Settings for further detail on visibility and access of other Business units.

Refer to Business Units for further information on managing your Business Units

Google Calendar Sync

Allow AroFlo to post schedules for this user to their Google Calendar. This allows users to receive notifications of scheduled work via their mobiles calendar.

For information on setting up this link, see Google Calendar Sync.


Resource Zones

Resource zones allows you to allocate the user to different Resource Zones to assist with scheduling tasks based on geographical areas.

Resource zones will need to be set up before you can assign users. For more information, see Resource Zones.

 

User Documents and Photos

Documents and photos specific to the user can be uploaded for reference. This could include a photo, bio or certifications. For more information, see User Documentation and Photos

Click to enlarge image

User Notes

User notes can be added which may be useful for information outside of the fields listed. An example might be a disability or condition which would affect certain activities.

 

 

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