User Registration
Create Employee Record
Press on the left main menu ☰ and select Office
Navigate to the Employees section and click Create
In the ‘Create new Employee’ modal complete the necessary fields and click Create
Locate and Open the newly created Employee Record.
Click on the Edit and complete as needed the fields in the Overview and the Settings tab.
Tip: For Lawyers, remember to check the Lawyers option under the Settings tab.Save your changes
Tip: With the successful creation of Employee, the employee will automatically receive a ‘Welcome to Arbizon’ email with information to access the system.
Notes:
A user record is automatically created when a new employee is added.
Additional charges may apply for adding new users. For more information, please refer to the agreed terms and conditions.
Set User Access Rights
The User’s Access is driven by the Roles he/she is assigned to.
Press on the left main menu ☰ and select System
Navigate to the Security > Roles and Permissions section.
Assign appropriate roles.
To assign a Role to a User
Find the appropriate Role and from the row menu icon, click the Edit.
Find the User in the “List of all users” and click on the + Plus icon.
Tip: You can use the filters seen above the list to display only Users that are missing of this role. By default the list shows “All” users. You can select to display only the “Available” for assignment.Click Update to save your changes
To remove a Role from a User
Find the appropriate Role and from the row menu icon, click the Edit.
Find the User in the “List of all users” and click on the - Minus icon.
Tip: You can use the filters seen above the list to display only Users that have this role.
By default the list shows “All” users. You can select to display only the already “Selected”.Click Update to save your changes.