Contractors can be set up with their own AroFlo logins to allow them to access and complete the tasks that you've assigned or scheduled to them.

Enable system access

Firstly, you will need to enable system access on the Contractor card:

1. Go to Accounts > Contractors and find the contractor you wish to grant system access to.
2. Click the contractor's name to access the Contractor card.
3. Scroll down to Settings.
4. Set System Access to Y.
5. Scheduling Access (optional) - allows contractor contact logins with Manager access to create new schedules in AroFlo Field.
6. Save.

Set up a contractor contact login

Each contact for this contractor must have their own unique username and password combination.

1. From the Contractor card, click View > Contacts.
2. Select the contact from the Users list or create a new contact. 
3. In Contact Details, enter a User Name and click Check Availability.
4. Set a password for the user:
   1. If creating a new contact, enter and confirm a password (6 characters min.)
   2. To set a password for existing contacts, click Reset Password, enter and confirm a password (6 characters min.)
5. Scroll down to Settings and select the appropriate Access Type, i.e. Manager or Base
   

   If creating a new contact, Save first to access this option.

    
6. Save.

View contractor tasks

To view tasks assigned to a contractor:

1. Go to Accounts > Contractors.
2. From the Contractor list, find the relevant contractor and click the down arrow beside the View button and select Tasks.

This can also be done from within a contractor card.

 

 

Chart of access

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.

Manually end an active user session

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

1. Go to Accounts > Contractors and select the contractor 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.
   
   • When you manually end an active user session, any work the user had not saved will be lost.
   • Archiving a user or contact will automatically end their session.