Adding/Removing Arrow Users

To set up a new User in Arrow for existing customers, several things need to be in place

• The new User must have a Salesforce user license
• If any custom profiles have been set up be sure to assign accordingly
• Need at least one open Arrow license

Steps for adding a User:

1. Navigate to Setup -> Packaging | Installed Packages and find the Arrow PSA package

   

2. Select Mange Licenses (make sure there are extra Allowed Licenses vs Used Licenses)
3. Click the Add Users button and select the new User to add
4. Next navigate to Setup -> Users | Permission Sets and click the Arrow PSA permission set
5. Click the Manage Assignments button and then Add Assignments
6. Select the new User and click Assign