Users
District administrators have access to the Configuration section. Administrators will have the option to adjust settings, including users and role permissions. Administrators can assign as many sets of budget+role to a user as they see fit, but each user can only have one role per unique budget. You will need to first ensure that at least one budget and one role exist. Without this data, you are unable to assign a budget+role combination to a user.
Product Access Levels:
Product | Admin | Single Budget | None |
|---|---|---|---|
Manage | User will administrator access to the “Allocate” application. The user will be able to access the following pages:
| If the user only has “manage” product level access, the user will have access to their assigned budget and the overview tab. | X |
Allocate | User will have administrator access to the “Allocate” application. The user will be able to access to:
| User will have view access to the “Allocate” application. The user will be able to access the following pages
| No Access |
Budget | User will have administrator access to the “Allocate” application. The user will be able to access to: From Future:
| The user will have access to the following tabs in their assigned budget. From Future: Budget Planning
**If the user also has Manage level product access, the current tab will also display. | X |
Permissions:
Permission | Details |
|---|---|
Adminstrator | This permission grants full access to Allovue. |
Can Manage Users | This permission grants access to create, deactivate, and upload users. |
Can Update Flagged Positions | This permission allows users to update the flagged FTE from the staffing page of the budget(s) that they have access to. Note: Changes may be overwritten by nightly ERP sync. |
Can View Compensation Informaiton. | This permission allows users to review compensation data (pays and benefits) for the budget(s) that they have access to. |
Create a new user
If you would like to create a user, follow the steps below.
From the All Budgets tab, select Configuration.
Select Access Settings.
Select Users.
Choose Create User.
Fill out the User and Permissions Form.
Select +Add Role to associate the user with an existing role.
You will also need to associate that user with at least one budget.
Select Create User.
You must be an administrator to access the users tab.
Deactivate a user
If you would like to deactivate a user, follow the steps below:
From the All Budgets tab, select Configuration.
Select Access Settings.
Select Users.
Naviagte to the user that you would like to deactivate and select the pencil icon.
Select Deactivate User.
The user will still display in the user list
The user will still display in the user list and will now have an inactive tag next to the status. Active users will sort first. You may reactive the user at anytime to restore privileges.
Reactivate a user
If you would like reactive a user, follow the steps below:
Select Configuration.
Select the Users.
Select the user who you'd like to edit.
Select the Ellipsis.
Select Reactive User
Acknowledge that you would like to reactivate the user and select Reactivate User.
This action can also be performed through the Upload function. In the field “Is Active?”, select true to reactivate users.
Modify User Roles
If you would like to edit a user's Individual Permissions, follow the steps below:
Select Configuration.
Select Users.
Choose the ellipsis
Select Edit User.
Modify Individual Permissions.
Can Update Flagged Positions.
Can View Compensation Information.
Select Confirm and Save.
Add a Role to an existing User
Select Configuration.
Select Users.
Choose the ellipsis
Select Edit User.
Select +Add Role to access available roles in Manage.
Users can be assigned to multiple roles
Select Confirm and Save.
Administrators can also add multiple roles to a user via the upload process.
Upload Users
Select Configuration.
Select Users.
Choose Download CSV Template.
Enter the data in your file.
Upload the CSV.
Map the fields in your file.
Select Review and Confirm.
Select Confirm and Save.
Explanation of Fields:
Field Name | Description | Format | Example |
|---|---|---|---|
Name *Required | The user's first and last name. | Characters | Jane Doe |
*Required | The user's email address. | ||
Budget Name | The name of the budget to assign the user to | Characters | STEM |
Role Name | The title of the role the user will fulfill for the budget | Characters | Bookkeeper |
Is Active? | Set this to 'false' to deactivate a user | Boolean | false |