Articles on: Employee Management

Adding a User / User Management

If you have admin permissions you can add and edit users.

To visit the employee list, from the main page navigate to the top-right corner, click on the profile icon and select "User Management".

Adding a user

To add a new employee, click on the "Plus" icon at the top right corner.
The pop-up notification gives two options: a field employee with limited access or a support agent with full access to the system.

Once the proper option is selected, you can start filling out the information about your new employee.

The mandatory information is marked with a red star next to the field name.

The user profile consists of "basic information", "contact information" and "payroll details and rules".

In the "Basic" section fill in the employee information and choose user permissions/access types.
In the "Contact" section add user's contact information, signature and an avatar that will be visible in the system.
In the "Payroll Details and Rules" add the information that will later be used to automatically calculate the payroll.

Note that you can add not only your corporate email address but a personal email address as well.
In the “Contact box,” you have “Client communication email” and “Personal email” fields.
The addition of a personal email option to the user profile in ArboStar can provide a more customized, secure, and organized communication experience for users.

You can also set the "Auto Logout" feature from the “Payroll Details and Rules” section which can provide an additional layer of security, privacy, and resource management for the system and its users.
You can set the Auto Logout at midnight or after a certain amount of hours.
Don’t forget to click “Save” after making any changes to the user profile.

In the section below you can also add documents to the employee profile.

Below, in the "Setting" section you can choose the rules to give or restrict additional permissions.

After entering the information, hit the "Add" button at the bottom-right corner.

Additional Settings

To restrict or allow an employee the possibility to edit their payroll time in their user profile in “Allow editing employee payroll times access” choose “Yes” or “No”.

If you choose “Yes” you can also choose the period when the user will be able to edit the payroll times. If this field is empty or equal to 0, the user has no limits on the number of days to edit.

“CRM Access Level” permission enables the user to decide the level of access the user gets on the app and web.

CRM Access Level:

Full - User has access to all clients, projects (leads, estimates, workorders, invoices) and can create new projects.
Limited - User has access only to their own projects (leads, estimates, workorders, invoices), clients and can create new projects only for the clients created by themselves.
None - User has no access to clients, projects and cannot create their own projects. Nothing is available except dashboard, messenger, near-miss form, settings and notifications.

The users with permission to track time without location can start/stop the time tracker without the need to turn the GPS on or enable access to geolocation.

To turn the GPS access requirement off, from the “Settings” section choose “Require GPS to track time access ” as “No”.

Note that if you select "YES", the user will be required to turn on GPS and allow the app access to start the time tracker.

Crew leaders can change the job service status on the app.

To enable the feature, from the “Settings” section choose “Edit job Service status access” as “Yes”.

After that crew leaders can change service status from the job profile.

The crew leader also has the ability to see the service price on the mobile app.

Crew leaders can also create invoices from jobs if they are provided permission.

To give permission, from the “Settings” section choose “Send invoice after workorder finished Access” as “Yes”.

"User Management" page

Note the following features are applicable for users with admin permissions.

On the "User Management" page you can access the list of all the users.

From the "Users" section you can filter the user list based on the user activity status - "Active", "Inactive" or "Dismissed" users' lists.
If you want to print the chosen user list or access the list in the PDF format, from the top right corner click on the "Print" icon.

From the user list:
If you click on a user login name, you have the ability to log in into the system as the user.

If you click on the phone number, you have the ability to call the user if IP telephony is connected for the company.
If you enable the "Contact List", the contact will be available in the contacts list.

If you click on the "Worker Type" you have the ability to change the user type - from field to support or vice versa.
Note that if you change the user type, it will influence your price plan.

If you want to edit user details or access the user profile, click on the "Edit" button.

Deleting a user

If a user no longer works for the company or is no longer required to use the system, you can dismiss or inactivate the account.

To do so:
Click on the "Edit" button next to the required user.
From the user's profile change the "Active status" from "Active" to either "Inactive" or "Dismissed" based on your needs.
Click on the "Update" button at the bottom of the screen.

After changing the user's active status, the user will be available either in the "Inactive" or "Dismissed" sections and won't be able to access the system till you change the user status back to "Active".

Terminate sessions

If you need to log a user out of all sessions besides the one being used, on the user's profile from the “Basic” section click on the "Terminate all other sessions" button.

Updated on: 22/11/2023