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.
- 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 Import permissions as needed by selecting or deselecting the Import box