The following article describes how to add new users to Arlo and to assign them roles.
Understanding role types
Presenter role
- No access to the management platform.
- Will show in the list of presenters for administrators to assign to events.
- If granted API access, they will be able to access the Arlo for Mobile App.
- There are no user fees for presenters.
Mobile app and API access role
- No access to the management platform.
- Gives presenters access to the Arlo for Mobile App (if they are not a system administrator) to view events they are assigned presenters on only.
- Allows your consultants, IT staff, etc to connect Arlo to API integrations, excluding Salesforce.
- There are no user fees for API users.
Read-only user role
- Gives the user read-only access to the platform (can view but not edit information).
- Can export data from lists and views.
- Can run, save, and schedule reports.
- There are no user fees for read-only users. This role type is only available on the Enterprise service plan.
System administrator
- Administrators have full edit access to Arlo, including platform and website settings.
- Automatic, full access to the Arlo for Mobile App.
- System administrator licenses are charged as per your Arlo contract.
Add a new contact as an administrator
To make somebody a system administrator, you must have a licence available before the role can be added to a user. Learn how to manage your Arlo licenses.
- Open the Settings menu item.
- From the Platform setup section, select Administrators.
- Press New Administrator.
- Enter the administrator's details and select the required roles.
- Press Create administrator. An account activation email will be sent to the user's email address.
Edit an existing user's roles
- Open the Contacts menu item.
- Open the contact whose roles you would like to edit.
- From the toolbar, press Edit.
- From the Security section, select or deselect the user roles.
- From the Regions tab, ensure that the user's timezone is set correctly.
The dashboard and course pages show the time of the courses in the time zone of the user, rather than the time of the course (if it is in a different time zone) so it is important that this setting is correct.
- Press Save and close.
Switch a user to an integration account
- Open the Contacts menu item.
- Open the contact whose roles you would like to edit.
- From the toolbar, press Edit.
- From the Security section, deselect all user roles, except Access to the API.
- For the Account type, switch to Integration account.
- Press Save and close.