Managing who has access to the different aspects of an organization’s data in Allocadia
26 articles
Updating User Roles for Insights
Re-enabling Disabled User Logins
Understanding Allocadia User Roles
Creating New User Roles
Defining User Roles
User Engagement – Best Practices for Inviting New Users
How Do You Resend An Invite To Allocadia?
Monitoring Usage of Allocadia
Searching Your User List
Editing User Role Permissions
Editing a User's Role
Managing Users
Inviting Users to the Hierarchy
Removing Users from the Hierarchy
Deleting User Roles
Removing Users from Allocadia
What are Configurable Roles?
Accessing Configurable Roles
Reviewing User License Count
Managing a New Fiscal Year
Restricting Activities Data Access (Editing)
Restricting Deletion Capabilities (Deleting)
Restricting Importing Capabilities
Restricting Mapping Capabilities
Restricting Campaign Creation Capabilities (Categories/Sub-categories)
Restricting Creating and Editing Actuals/POs Permissions