Users & Permissions

The Users & Permissions tab allows Admin users to manage the list of associated users and their assigned permissions in Allovue Balance Budget.

User Types

Four types of user roles can be granted within the Allovue Budget.

Access Levels

All permissions are set on a per-budget basis, except the Architect permissions. For example, a user can be a Builder on one budget and a Viewer on another budget.

Role	Details	Permissions
Viewer	This user type can only view the budgets they are associated with.	Unable to make changes or perform any additional Budget actions.
Builder	The same permissions of a Viewer and the ability to build the budget(s) they are associated with.	Builders can: Enter non-personnel expenses Add and edit personnel if personnel are in an unlocked allocation Add supplemental pays Add Priorities and Strategies Builders cannot Add or edit allocations Edit individual employee salaries Add a new job type Edit permissions
Approver	The same permissions of a Builder and the ability to approve the budget(s) they are associated with once built.	Approvers can: Edit expenses in a locked allocation Send a budget back to a builder for revisions Approvers cannot: Add or edit allocations Submit a budget if there is no Builder assigned Add or update users and permissions
Architect	The same permissions as an Approver along with the ability to add/edit/delete all Budget and Allocation data. Architects are automatically associated with every budget.	Architects can: Add and update users and permissions

Upload Budget Privileges

Users can be added to Allovue Budget via the upload process. To upload users, follow the steps below.

In Allovue Balance Budget (1.0), select Admin.
Select Users & Permissions.
Select Upload Budget Privileges.
Select Download CSV Template.
Modify your template.
Select Upload Your CSV.

Filter User List

On the User & Permissions page, Admin have the ability to filter the full list of users. The following options are available in the filter.

Name
Email
Manage Access (1.0)
Budget Access
Last Login

If you would like to see the full list of users in the account, select Download CSV Template.

Resend a Password

In Allovue Balance Budget (1.0), select Admin.
Select Users & Permissions.
Navigate to the user and select the person icon.
Select Send Password Reset Email.

Users can also select “Forgot Password” on the district URL. Please ensure that support@allovue is listed as an approved sender in your organization.

Edit a User

In Allovue Balance Budget (1.0), select Admin.
Select Users & Permissions.
Navigate to the user and select the person icon.
Select Edit Account Info.
Modify the data in the provided form.
Select Save.

Delete a User

In Allovue Balance Budget (1.0), select Admin.
Select Users & Permissions.
Navigate to the user and select the trash can icon.
Select Delete.

This will not permately remove the user from Budget Balance, but make them inactive and unable to sign into the account.