Under the User Profile drawer, you can edit your personal information and change your password.
Update or change personal information like your First Name, Last Name, and Title.
Reset Password
Passwords must contain at least 8 characters, 1 digit, 1 letter, and 1 symbol.
To change your password:
- Enter your current password.
- Type a new password.
- Re-type the new password to confirm.
- Click Update Password to complete and save your changes.
User Avatar Cards
When hovering the mouse pointer over a user's avatar, a popup card will appear showing their name, online status and when they were last active, roles, and quick actions (Send Email and Message).
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User Access List
Field Owner Admin User Comments Home ✔ ✔ ✔ Workflows ✔ ✔ ✔ Actions ✔ ✔ X Alerts ✔ ✔ ✔ Sales Predictor ✔ ✔ ✔ Comments ✔ ✔ ✔ Notifications ✔ ✔ ! Hidden by default, can be visible for use Help ✔ ✔ ✔ Quick Guide ✔ ✔ ! Hidden by default, can be visible ...
Navigation
Navigation Under Settings in the Navigation section of Global Admin, users can customize the left hand navigation of Arkieva. There are two profiles that can be selected to customize the left hand navigation: Default and Custom. Default allows for ...
User Avatar and Call to Action options
Clicking your Gravatar image will open a dropdown of additional actions that can be performed: Schedule a call, and Quick Guide. You can also Sign Out of the application from here. Schedule a call Schedule a call with an Arkieva Sales Associate or a ...
Manage Team
Invite team members to join your account, customize permissions, and remove users from your plan. Invite a member to Arkieva 1. To invite a new user to Arkieva, click the Add New Member button. 2. The Invite New Team Member drawer will slide out. ...