🚀 Workarea Setup Checklist
This checklist walks you through the essential steps to get your ARPIA Workarea ready for your team. Each step links to the detailed guide — follow them in order for the smoothest setup experience.
Before You Begin
Users, Workareas, and platform features are subject to credit consumption based on your organization's contracted plan. Make sure you understand your plan limits before adding users or features.
🔗 Pricing @ ARPIA Platform · 🔗 Workarea Usage & Billing Dashboard
✅ Step 1 — Create Your Security Profiles
Before adding any users, you need to define what they can access.
A new Workarea only has the Super User profile by default. All other profiles must be created manually.
Security Profiles are fully customizable — you define the name, the access level, and what each profile can see and do. You can create as many as your organization needs, and update them at any time.
Here are some common examples to get you started:
| Profile Example | Typical Use |
|---|---|
| ADMIN | Workarea administrators with broad access |
| DEV | Developers building Reasoning Flows and Data Objects |
| USER | Standard users accessing Apps and dashboards |
| VIEWER | Read-only access to specific resources |
These are just examples. Profile names and permissions are entirely up to you and can be adjusted at any time after creation.
🔗 How to Create a Security Profile
✅ Step 2 — Add Your Team Members
With your profiles ready, you can now add users to the Workarea.
When adding each user, you will need to set:
- Name, Email, Phone
- Login Method — Password, Google SSO, or Microsoft SSO
- Security Profile — the profile that defines their access
Login method is set at creation time. If you plan to use SSO, configure it before adding users.
✅ Step 3 — Assign Security Profiles
Each user must have a Security Profile assigned before they can access the Workarea. A user without a profile assigned cannot log in.
🔗 How to Assign a Security Profile to a User
✅ Step 4 — Verify Access
Once users are added and profiles assigned, verify that everything works as expected:
- ✅ Ask a team member to log in and confirm they can access the right modules
- ✅ Confirm restricted users cannot access areas outside their profile
- ✅ Check the Users list to confirm all entries show the correct profile and login method
📋 Setup Checklist Summary
| Step | Task | Done |
|---|---|---|
| 1 | Create Security Profiles | ☐ |
| 2 | Configure SSO (if applicable) | ☐ |
| 3 | Add users with correct login method | ☐ |
| 4 | Assign Security Profiles to each user | ☐ |
| 5 | Verify user access | ☐ |
What's Next
Your Workarea is ready. From here you can:
- 🔗 Security Profiles — manage and adjust permission sets over time
- 🔗 Users — manage your team as it grows
- 🔗 Single Sign-On (SSO) — configure or update login methods
- 🔗 Pricing @ ARPIA Platform — monitor credit consumption