Add Internal Users

How can I add new users with specific roles in different groups of my business ?

The ARAP system allows businesses to add multiple users in their business accounts with different roles and in groups.

First we talk about how to invite a user -

  1. Go to the configuration module and find the option of “Manage users”. Click on it.

  2. Here, the users can be added either manually using “Add” button or be invited in bulk at the same time using the “import” option. Both these options will appear in a dropdown when the user hovers the mouse over the “Add” button.

  3. Every user that has been invited from either way, will receive an email containing a link and password. They can use the password in email to login and then they can change that password from Profile. Else, the user can directly change the password on the screen, the link will direct the user to ARAP screen where they can change password on the go.

The link for accepting request will open this screen, check snapshot below-

Here, the old password is to be filled with the password received in the mail. Once changed, the user can login using the email and new password.

  1. The below snapshot shows how to invite a user manually, these same fields are in the excel sample file that the user can download from “import”.

So this is how a user can be added to a business account.

Three types of status will be displayed for a user-

  1. If the user has been invited but hasn't logged in yet, that will be displayed with status “Invited”.

  2. If the user has logged in and the toggle button is on, then it will display “Active” status.

  3. If the user has logged in and the toggle button is off, then it will display as “De-active” status.

However, when inviting a user, first one has to create Roles and Groups whichever is mandatory.

Q. What are the different types of roles and groups, how can I create them so as to assign them to a user ?

First, let's talk about the User Roles.

The ARAP system comprises 2 types of roles - System and Custom.

System defined roles are those whose permissions have been predefined in the system. There are three types of system defined roles -

  1. Admin

  2. Advance

  3. Basic

Custom defined and created roles are those where the role is given a name and the permissions are selected while creating the role. Once a custom role is created, then every user invited with that role will have the same set of permissions as assigned by the inviting person.

Custom Roles will have their description displayed alongside.

Please note that system defined roles can not be deleted, custom roles however can be edited and deleted.

Now, here lets see how a custom role is made -

  1. Go to the “Add” button and click on it.

  2. A sidebar with open which contains a module wise list of features like Invoice, GRN , PO, etc. Select the features required for the role.

After all required permissions are selected, scroll to the bottom and click submit. Then, the custom role has been created and now this role can be assigned to the users when inviting them. This role will get added to the “Role dropdown” which is a field when inviting users.

Now, here are the steps for creating a Group -

  1. Go to the “Groups” section in Manage Users.

  2. To add a group, click on “Add”. A sidebar will appear from the right

  3. Name the group and provide a description (non mandatory) then click “Submit”.

  4. The group will now get added to the list of groups and will be visible in the “Group” dropdown when adding a user.

So this is how a User can be added to a business unit and be added to a Group and be assigned with a role.

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