Actuals and Purchase Orders (POs) are brought into Allocadia from an organization’s ERP system to reconcile Planned and Forecasted spend with Actual spend through importing. After importing, marketers can manually map and align the Actuals/POs with the associated Marketing Activity. Restricting this functionality ensures that Actuals/POs are mapped to the correct activity by the correct user.
- 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 your desired User Role
- Adjust your Map permissions as needed by selecting or deselecting the Map box