User Management
Managing who has access to the different aspects of an organization’s data in Allocadia
- Understanding Allocadia User Roles
- Re-enabling Disabled User Logins
- Creating New User Roles
- Defining User Roles
- User Engagement – Best Practices for Inviting New Users
- How Do You Resend An Invite To Allocadia?
- Monitoring Usage of Allocadia
- Searching Your User List
- Editing User Role Permissions
- Editing a User's Role
- Managing Users
- Inviting Users to the Hierarchy
- Removing Users from the Hierarchy
- Deleting User Roles
- Removing Users from Allocadia
- What are Configurable Roles?
- Accessing Configurable Roles
- Reviewing User License Count
- Managing a New Fiscal Year
- Restricting Activities Data Access (Editing)
- Restricting Deletion Capabilities (Deleting)
- Restricting Importing Capabilities
- Restricting Mapping Capabilities
- Restricting Campaign Creation Capabilities (Categories/Sub-categories)
- Restricting Creating and Editing Actuals/POs Permissions