Importing Actuals and Purchase Orders (POs) allows marketers to reconcile their Planned and Forecasted spend in Allocadia with their Actual spend taken from their ERP system. Restricting the ability to Import to specific User Roles streamlines the importing process and prevents potential duplicates from entering the system.
Note: The Importing feature can only be adjusted for Actuals and POs, it does not affect the capability to Import budgets.
- Click the Organization Settings button under your name drop-down at the top right of screen
- Select User Roles in the drop-down menu to navigate to the Configurable Roles page
- Highlight your desired User Role
- Adjust your Import permissions as needed by selecting or deselecting the Import box
Note: If Importing Actuals/POs is deselected for a parent role, all subsequent child roles must have Importing deselected. If Importing is enabled for a child role, it must be enabled for the parent role.
Note: If both Import and Map are deselected, selecting the Import box will require you to turn on Map capabilities as well.
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