Add users to your organization
NOTE: You need to be an ‘Administrator’ user for your organization to use this feature.
If you want to add more users to your organization, you can do so through the ‘Users & Teams’ page on ARKA360. Your next billing cycle will include the cost of the new users added in that period.
MANAGE USERS
Step 1 – Under ‘Settings’, select ‘User Management’. This will open the ‘Users & Teams’ page.
Step 2 – On the ‘Users & Teams’ page, the ‘Users’ tab is open by default. Here you can see a list of users in your organization. Click on ‘New User’ to start the user creation process.
Step 3 – In the ‘Create Users’ popup, click the ‘Add User’ button.
Step 4 – Add in the user details, be sure to fill the mandatory fields. The fields are:
First name (mandatory) – user’s first name
Last name (mandatory) – user’s last name
Designation – user’s job designation
Email ID (mandatory) – user’s official email ID
Role (mandatory) – which Arka360 features should this user have access to
Enable custom organization profile – let this user customize organization profiles in their proposals
Reports to (mandatory) – which existing user should they report to in Arka360
Enable designer view – show the leads page in table view by default instead of cards view
Phone number – the user’s phone number
Teams – which teams on Arka360 should this user be part of
Click on ‘Continue’.
Step 5 – For every user added, you will be able to see the list of users and on the right side you will see a summary of the billing for the additional users. You will be billed this amount from the current billing cycle. Click on ‘Complete’ to create the users listed here.
Step 6 – in the users list, click on the pencil icon to edit users. Clicking on the lock icon will let you reset a user’s password if they have lost access.
To remove users from your organization, reach out to your Arka360 account manager.
MANAGE TEAMS
Step 1 – On the ‘Users & Teams’ page, switch to the ‘Teams’ tab. If you have not created any teams, you will see a blank page. Click on ‘New Team’.
Step 2 – In the ‘Create Team’ popup, fill in the fields, especially the mandatory ones. The fields are:
Team name (mandatory) – the name of the new team
Supervisor (mandatory) – the user in charge of the team
Share leads with team members – toggle on to automatically share all leads created by users in this team, with the rest of the team
Team members (mandatory) – select the users to be included in this team
Click ‘Add’ to create the team.
Step 3 – Teams can be edited by clicking the pencil icon, and can be deleted by clicking the bin icon.
VIEW ROLES
If you want to understand the user roles in Arka360, click on the ‘Roles’ tab.