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 will see this icon

If the Add New Team Member option is not available under the Setup menu, you do not have permission to access this function in the software, please contact your manager

Adding a New Team Member

Click on the Settings Cog in the top right of your database to open the Setup menu
Click on Team Members (under the Company heading)
Click on the Add Team Member button on the right side of the page
If your user limit is full, when you click on Add team member button a message will popup to Purchase additional users, see instructions below
Fill in all required details (Use the tabs on the left to view and complete additional details such as adding the Team Members contact details and profile info.
We have added a checklist on the right hand side of the each page in the software which will show the mandatory fields that need to be completed.

Basic details

First , Last and optional preferred name
Date of Birth ( optional) - may be used for notification emails
Password - password needs to be at least a minimum of 8 characters with a combination of letters and numbers.
Role: This affects your software access permissions
Job Title - This text field displays on your website profile, etc.

Contact Details

Phone number - Mobile number must be under the Mobile number type to feed correctly to external website.
Email Address - Unique team member email are recommended, actions such as Forgotten password will not work if more than 1 team member has the same email adddress
Other Details: Include social profiles

Once all the required fields are completed
click the Save Member button.
Note: New Team member login credentials are not emailed to them by the system automatically.

To add the new Team Member's profile to your website, following this guide: Add a Team Member to your Website

Purchase Additional Users

If your user limit is full, once you click on Add team member, the following pop-up will show