Allocadia gives marketers the flexibility to organize marketing activities in a structure that aligns with departmental processes. This structure can be created using groupings in Allocadia called Categories and Sub-categories. Restricting campaign creation allows only specific users to alter the structure of Activities.
- Click the Settings button next to your name at the top of the screen
- Select User Roles in the drop-down menu to navigate to the Configurable Roles page
- Highlight the desired User role
Note: Categories and Sub-categories are linked as part of Configurable Roles. If creating is enabled for Sub-categories it must be enabled for Categories. If creating is enabled for Categories, it will not need to be activated for Sub-categories.Note: If creating is enabled for Categories or Sub-categories, a user must have permission to Edit.
- Adjust permissions as desired
Note: If creating Categories or Sub-categories is disabled for a parent role, all subsequent child roles must also have the function disabled. If creating is enabled for a child role, it must be enabled for the parent role.