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.

Enable Client Access

Client access is enabled on the client card.

1. From the main menu, click Accounts > Clients and find the client you wish to grant system access to.
2. Click on the client's name to access the client card.
3. Scroll down to General Settings > System Access and select Enabled and confirm.
   

   Restricted
   There is another setting in System Access called Restricted. This feature is not currently used.

    
4. Save Client.

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. 

1. In the Client Card, select Contacts from the top menu.
2. Click the name of the contact you want to set up access for.
3. In Basic Information, enter a User Name and click (person and magnifier icon) to check username availability.
4. Click Reset Password; enter and confirm a password for the contact to log in (6 characters minimum).
5. Scroll down to the Settings tab and select the appropriate Access Type. See Chart of Access below.
6. Click Save.
7. Log out and test to see that the new contact login is working using the username and password.

Chart of Access

Select a tab… These tabs provide an overview of the functions that are available to active client contacts. Before setting up logins, make sure that this feature will provide enough access for your clients. Example: Manager Base Available Not Available     Tasks / Quotes Add Task Notes Manager Base     Create Tasks Manager Base     Access Current Tasks Manager Base   Where Contact is set as 'Reported by' or 'Entered by'. Access Completed Tasks Manager Base   Where Contact is set as 'Reported by' or 'Entered by'. Access Periodic Tasks Manager Base     Access Quotes Manager Base     Add Assets A total of one asset can be added during task creation. Manager Base         Projects Access Projects Manager Base         Locations Access Locations Manager Base         Reports Access reports Manager Base Client view only       Purchase Orders Access Purchase Orders Manager Base

Manually end an active user session

Users with the pre-built Management permission group can manually log a client user out of AroFlo.

1. Go to Accounts > Clients and select the client you need.
2. Click Contacts.
   
3. In the End Active Sessions column (far right of screen), check the box for the contact whose session you need to end. 
    
4. Click Save > End Selected Sessions. The user's session will be ended within 60 seconds.