Used to record notes about the user in either plain text or richly formatted HTML. Date and time stamps are automatically stored against the note. See Notes for more information.
Allows you to keep track of company assets provided to staff by assigning an asset to a user's profile.
To assign an asset to a user:
Click Add Asset.
Select an asset from the list.
Click on the column headers to sort, e.g. click Asset to sort alphabetically
Type a search query (minimum 3 characters) into the box below the column header (e.g Name) to filter by your selection.
Click X to close the window.
This includes assets which are being GPS Tracked.
To unassign an asset from a user:
Click the red x next to the asset you want to unassign.
Save your changes.
To check the history of previously assigned assets:
Select History from the dropdown.
The view will change to 'Historical Assets'.
Click on the column headers to sort, e.g. click Name to sort alphabetically; click Assigned to sort by date.
Type a search query (minimum 3 characters) into the box below the Name column header to filter by asset name.
Documents and photos tab
The documents and photos functionality is only available if you have Document Storage enabled for your AroFlo subscription. To find out more or to activate this feature, please call AroFlo Customer Support or log a request via Helpbutton > Email Support.
Documents and photos specific to the user can be uploaded for reference. This could include a photo, bio or certifications. You could add user photos to layouts (such as a final invoice) so your clients can see who did certain work or who is going to show up at their door. An example can be found in Add Images to Layout.
User photos in Calendar
User photos will display by default on the Aroflo calendar.
This allows you to generate a link a user can use to subscribe their AroFlo calendar to an external calendar. Using the checkboxes, you can limit how much information is sent from AroFlo to the external calendar. Refer to Subscribe Calendar to a Third Party Program for more instructions.
Changing access permissions or resetting passwords are administration functions that require access to Site Admin. Please contact your Site Administrator for assistance.