Add a new user to AR Workflow in the role of Admin, AR Manager, AR Specialist, or AR Viewer.
Editing users is limited to Owner & Admin roles
Start building your team by adding new users in AR Workflow:
1. Click the three-dots icon beside your business name and choose Users.
2. Click the + Add User button or click the three-dots icon to Edit a user.
3. Assign a role and input the name of the user. Here's a quick explanation for each role:
- Admin users have full access to the AR Workflow software.
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AR Specialist users have limited access to edit the system.
Items that are limited or prevented are:
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No access to Business Settings or Users tab.
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No access to assign or edit Workflows.
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No access to the Workflow tab (contains editable email, SMS and Workflow templates).
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Limited Access: Reports.
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Show all or limit which reports are visible.
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Limited Access: Customers.
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Show all or limit to only customers assigned to the user.
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Limited Access: Invoices.
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option to allow viewing invoices or block from opening invoices.
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- AR Manager users have full access to the system, however, they are unable to edit Business Settings or user information.
- The AR Viewer can view reports and receive email notification alerts but cannot perform actions within the software.
4. Input the Email Address and Mobile Number.
Once the email address is added for a user, it cannot be changed. To update the email address for a user, please follow this article.
5. You can assign 1 user as the default AR Specialist for new customers.
6. Next, select the user's accessibility. You have three options for AR Specialists:
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Manage Invoice - This option allows the user to open and view an invoice.
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Manage All Customers - If left unchecked, the AR Specialist will only be able to see customers that are assigned to them.
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Reports - Allow the user to view all reports by leaving this option un-checked, or check the box and select which reports are visible to the AR Specialist.
7. Lastly, select the Email Notifications that this user will receive.
8. Click the Save button to create the user. Once a user is added, the system will send an email to that user requiring them to set up their password.
Depending on your subscription plan, you have a limit to the users that you can add. Once you reach the maximum number of users, you will be charged $10 per month for each user you add.