Just as you and your staff are able to log in to AroFlo to complete tasks, you are also able to give access to your clients so they can log in to AroFlo and track tasks that are related to them. Client Access is also useful as your clients can create their own jobs and attach notes and documents as needed, rather than you doing all this in AroFlo. See Client Login for a user guide on what users with Client Access can achieve.
AroFlo Office vs Field
Client Access logins provide access to AroFlo Office only and not AroFlo Field.
Enable Client Access
Client access is enabled on the client card.
From the main menu, click Accounts > Clients and find the client you wish to grant system access to.
Click on the client's name to access the client card.
Scroll down to General Settings > System Access and select Enabled and confirm.
There is another setting in System Access called Restricted. This feature not currently used.
Set up Client Contact Login
Each contact for your client must have their own unique username and password combination. You may also want to restrict certain contacts' usability of the system by setting the Access Type of the particular contact.
In the Client Card, select Contacts from the top menu.
Click the name of the contact you want to set up access for.
In Basic Information, enter a User Name and click (person and magnifier icon) to check username availability.
Click Reset Password; enter and confirm a password for the contact to log in (6 characters minimum).
Scroll down to the Settings tab and select the appropriate Access Type. See Chart of Access, below.
Log out and test to see that the new contact login is working, using the username and password.
Before giving your client their individual login details, test them yourself and make sure that the client can log in to the system, and that their level of access is appropriate. If you are unable to log in to the system as a client, check that you have set the client's System Access to Enabled.