Dashboard Widget
Managing Dashboard Widget Settings
This help file will walk you through how to customize your dashboard by managing your active widgets. These settings allow you to prioritize the information you see immediately upon logging in, such as current listings, upcoming tasks, or lead ...
Convert Current Team member to Web-Only
This article will walk you through how to Convert a Current Team member to Web only team member. Step 1. Archive the Current Team member Go to Setup Menu and click on sub menu Team Members On the right-hand side of the page, click the ellipsis or 3 ...
How to Customise your Home Page Dashboard
This article outlines how users can personalise their dashboard layout for better workflow and visibility. How to add New Buttons In your dashboard, click the Edit Buttons This will open the Dashboard settings Under Dashboard settings, click the Add ...
Automatically add your email address as BCC when you send an email
This file will show you how to Automatically add your email address as BCC when you send an email. Click on your headshot in the top right corner of the software Click on My Settings Click into the Email Bcc tab on the left Under Outbound Emails Tick ...
Team member photo tips and best practices
This article will go over some tips and best practices for team member photos. The aim is to ensure consistency on your website and other publications that use the team member profile image from your Aro Software. Upload your team member photo using ...
How to update my team member profile (bio and photo) details?
This article will show you how to update your profile details. To start, click on the 'My Details' icon and select 'My Profile' On this page, click 'Edit Team Member' Select the 'Profile' tab On this page, you can update your profile (bio) ...
Ability to Switch Users
This file will guide you through editing a team member in the system to be able to switch to their team member account from the software dashboard. This is useful for admin users in particular, when they need to see another team members ...
Your Home Page Dashboard Overview
Your home page dashboard in Arosoftware works the way you do and puts your most important information just a click away. It is designed to deliver the most efficient and customisable experience yet and the options displayed can be easily updated in ...
Notifications
Notifications are set to each team member and allow Aro Software to alert you by email, desktop or SMS about something that needs your attention or an event/task that is due. Go to Setup > Team Members Click the name of the agent you wish to alter ...
How to change my password
Forgot Password Login If you cannot remember your password, please use the 'Forgotten your password' link on the login screen Changing Team Members Password in Aro Click on the 'My Details' icon Select 'My Profile' On this page, click 'Edit Team ...
Change Team Member Permissions
Each Team Member Role has preset software access permission settings, these have been set to suit most common business requirements in real estate offices. If a team member can not access, update or change a listing, contact or setup item that they ...
Google Contacts Sync
Google Contacts is an application designed to store your contacts so that they can be easily synced with any device. Syncing with Google Contacts Click on your headshot in the top right corner Click on "My Settings" Click on the "Google" tab Click ...
Change team members job role
This file will guide you through editing a team members job role. Please note, any fields with * is a mandatory field and must be completed before you will be able to save the form. Once you have completed a mandatory field you will see this icon . ...
Update/add team members email signature in the software
This article will guide you through updating your Team Members profile text. Click the Settings Cog icon > Team Members Select the relevant team member and you will be redirected to the "Team Member Details" page Click on "Edit Team Member" Click on ...
Team Member Forgotten Password
This file will guide you through the steps to reset any Team Members password. Only Team Members with Management or Admin permissions can do this. There is a minimum of 1 person in each office that will have that permission Click the Settings Cog > ...
Update team members profile text
This article will guide you through updating your Team Members profile text. Login to Arosoftware and under the "Setup" menu, click on "Team Members" Click the pencil icon next to the relevant Team Member Click on "Profile" on the left side tab Enter ...
Updating a team members photo
This article will guide you through updating a Team Members profile photo. Login to Arosoftware and under the "Setup" menu, click on "Team Members" Select the relevant team member and you will be redirected to the "Team member details" page Click on ...
Unique Team Member Emails
It is important for each team member to have a unique email address for the best software functionality. If you use the same email address for multiple contacts be aware that: All email notifications will be sent to that one email address Any user ...
Unarchive a team member
This file will guide you through reinstating an archived team member that has previously been employed with your company. Please note, reinstated team members will not automatically be reassigned to any previous contacts or properties, that will need ...
Edit a web only team member
This file will guide you through editing a Web only team member in the system. Please note, any fields with is a mandatory field and must be completed before you will be able to save the form. Once you have completed a mandatory field you will see ...
Add a web team member only
This file will guide you through adding a add a Web Team Member only to the system. Please note, any fields with is a mandatory field and must be completed before you will be able to save the form. Once you have completed a mandatory field you will ...
Archive / Delete A Team Member
This file will guide you through archiving a current team member who is no longer employed with your company. This will remove the team member's software access. Any archived member will be found in the Past Team Member section. Team members cannot ...
Replace A Team Member
This file will guide you through replacing a team member. This option can be used to save you archiving a team member and adding one back in. You can use this option anytime the new user will be taking the same role and permissions as the user that ...
Add a new Team Member (Add User Account)
This file will guide you through adding a New Team Member to your Aro software account. Please note, any field with * is a mandatory field and must be completed before you will be able to save the form. Once you have completed a mandatory field you ...