Quick Start

This guide walks you through what to expect when you first use Arbeon — from receiving an invite to logging in and exploring the app.

Receiving an Invite

When your organization adds you to Arbeon, you'll receive an email invitation. The email includes a link to the portal and instructions for setting up your account. Click the link to open the sign-up or login page.

Setting Up Your Account

If this is your first time:

1. Open the invitation link in your email
2. Create a password for your account
3. Confirm your email address if prompted
4. Complete any required profile information

Logging In

After your account is set up, go to your organization's Arbeon portal URL. Enter your email and password, and you'll be signed in. Your session is stored securely in cookies, so you stay logged in until you sign out.

For step-by-step instructions, see Logging In.

First Login — What You'll See

Once logged in, you'll land on the Dashboard. What you see depends on your role:

• Staff — Your upcoming shifts, recent tasks, and quick access to punch in or out
• Shift Manager — The same, plus team schedule overview and exception alerts
• Admin — Company-wide stats, user activity, and management shortcuts
• Owner — Full access to all company data and settings

Navigating the App

The sidebar on the left lists the main sections:

• General — Dashboard, announcements, and chat
• Tasks — Create and track tasks
• Time Tracking — Punches and timesheets
• Schedule — Your shifts and the team schedule (for managers)
• Leaves — Request and approve leave
• Documents — Folders and files
• Appointments — Book and manage appointments
• Manage — Manager-only tools (schedules, exceptions, reports)
• Settings — Admin-only configuration

For a full tour of the interface, see Navigating the App.

Next Steps

• Logging In — How to access your account
• Navigating the App — Learn the interface
• Roles Overview — Understand your permissions