Intro
Primary User, Administrator and Standard
Each role can have different permissions, assigned seperately.
What is a Primary User?
The Primary User is the person who initially registered for Arken. There is only one Primary User and their login is given the following permissions:
- Setup and management of all users
- Creation of clients
- Creation of documents
- Deletion of client/document data
- Update Arken subscriptions
- Will customisations
The most important ability this role has is the management of other users.
What User Roles can the Primary User assign?
There are two User Roles that the Primary User can assign to an individual user:
1. Administrator
This role has the following abilities:
- Setup and management of users
- Creation of clients (If access to Arken is set to Yes)
- Creation of documents (If will drafter is set to Yes)
- Update Arken subscriptions
- Will customisations
2. Standard
This role has the following abilities:
- Creation of clients (If access to Arken is set to Yes)
- Creation of documents (If will drafter is set to Yes)
Who should I assign what role to?
Within any organisation there are a range of experience and responsibilities, because of this it can be hard to give firm suggestions who should be assigned a specific role type.
1. Standard could be any client facing role within your organisation who you do not want to have access to the various Customisation options.
2. Administrators have more options within Arken; this person has the ability create Will Customisations and therefore should be trusted to understand the implications of any changes they make in the system.
Note: You can add as many users as is required - there is no extra charge for adding another user.