Creating new user roles

Optimize.png  


Persona-ArticleFor.pngAllocadia-2017-HelpCentreGraphics-08.pngPersona-MarketingOps.pngPersona-Marketer.png

Creating new user roles in Allocadia provide a larger variety of flexibility in how much a users can be allowed to do. These new roles can be tailored to specific processes or organizational needs, giving room for flexibility in the capabilities of the user, and can align with the user’s specific role in the organization.

  1. Click the Settings button next to your name at the top of the screen
  2. Select User Roles in the drop-down menu to navigate to the Configurable Roles page
  3. Highlight what level you would like to create your new user role, and click the Duplicate button
    Note: The default roles at different levels in Allocadia are Administrator, Editor, and Editor – Data Entry Only.
  4. Rename your user role and adjust permissions as desired
    Note: Only roles created under the default role, Administrator will have access to master / custom settings, if invited at the Folder / Subfolder level.
Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.