Users & roles: a tour

A tour of Users & roles in Arkon One: Employee directory and system roles. The demo uses a single login — switch roles with “View as”. and the controls you will use most.

The steps, written out

1. Open Users & roles from the Administration and Settings section of the left menu.
2. Read the summary tiles at the top: Owner / Administrator, Office Manager, Sales & Estimating, Accounts & Billing, Dispatcher.
3. Narrow the list with the search box and filters (role, status).
4. Read each row: Name, Contact, Language & channel, Additional roles, System role & status.
5. Switch to the Users tab.
6. Switch to the Roles & permissions tab.
7. Use the New employee button at the top of the page.

Tip

The alerts then arrive in that channel and language. In-app notifications are always on. If the chosen channel has no address (no email or phone on the employee), the alert goes to whichever one exists. The Staff alerts page shows how many people use each channel. Users & roles is the employee directory. Filter by name, System role or Status.