Create a Read-Only User Account

How to Create a Read-Only in the ArborNote Desktop App

1. In the ArborNote Desktop App, click on Settings in the sidebar navigation. 

2. Scroll down to "Team Members" and then select Read Only Users.

3. From the Read-Only Users tab, type in the email address and click the + icon 

4. Under the projects tab, double click on "all" to open the project list

5. You can choose which projects that you'd like to be available 

6. Once projects have been selected, click "save"

7. The read-only user's account will now be updated with those specific projects and a welcome email will be sent to them to set up a login.