Firstly, remember that passive users never log in, so they won't directly interact with AroFlo. However, they can still be assigned, scheduled to jobs, and even emailed through AroFlo like any other user. 

The trade-off is that passive users require extra administration, including recording their timesheet information and aggregating messages or emails they have sent outside of AroFlo.

So, after considering the benefits and trade-offs of passive users, here are some tips on integrating them into your AroFlo workflow:

Send them automated schedule reminder emails:
Knowing that you can schedule passive users, did you also know that you can set up automated Schedule Reminders about these schedules to enable you to communicate this information to your passive users without them ever having to log in?
Communicate via email:
Use Email Reply Imports to have your passive users record notes using replies to an email sent from the task. Send them an initial email to start the chain. AroFlo will import the replies if the email setup conditions have been met and your task note settings have been configured. They can use this to keep you informed of job progress, even to the extent of sending task documents, which will be automatically uploaded to the task for you.*
Have a checklist send an email for you:
Use Checklist Event Messages and task email imports together to roll the requirement of emailing the user into a standard procedure, with AroFlo taking care of the email part for you. All you need to do is tick the checklist item and save. We'll handle the email, and our reply import system will pull everything in.

* Relies on you having document storage as part of your subscription. For more information, please see our dedicated pricing page. 

Contractor Login Chart of Access

When a contractor accesses your AroFlo site using the Contractor Access feature, their ability to use the software is controlled by setting them as either Manager or Base in their contact settings. 

See below for more information about what a contractor can do and see in your AroFlo site, or consult the page Contractor Access for more information about using this feature.

Select a tab… These tabs provide an overview of the functions that are available to active contractor users. Before setting up logins, make sure that this feature will provide enough access for your contractors, and if it doesn't, consider letting them know about AroConnect. Example: Manager Base Available Not Available     Tasks Access Current Tasks Manager Base Assigned (to business and user) and scheduled tasks Assigned (to user) and scheduled tasks Assign Tasks Manager Base     Access Task Checklists Manager Base Access existing checklists on tasks Access existing checklists on tasks Add Labour/Materials and Expenses Manager Base     Access Completed Tasks Manager Base Assigned tasks only   Upload Photos to a Task** Manager Base     ** Only if your AroFlo subscription includes the document storage add-on.     Assets Add or Remove Assets From a Task Manager Base         Notes View Task Notes Manager Base Contractor notes only Contractor notes only Add Task Notes Manager Base         Compliance Access Compliance Forms* Manager Base Own forms only Own forms only * Only applicable to compliance forms that have contractor access enabled.