Account Setup

Account Type

Regular User, Observer

L

Written by Lokender Kaushik
Updated over a week ago

Work on Behalf Feature

Use the Work on Behalf feature to set up your Ally account

Written by Reed David
Updated over a week ago

Observer Account Type

L

Written by Lokender Kaushik
Updated over a week ago

Ally Admin Training Video

Setting up and managing your Ally admin configurations

Written by Reed David
Updated over a week ago

Adding Users

Three ways to add users: by invitation, auto-join and bulk-add

Written by Reed David
Updated over a week ago

Removing a User (deactivate vs. delete)

Written by Reed David
Updated over a week ago

Creating and Editing Teams and Sub-Teams

How to set up teams and sub-teams, from divisions to small functional units

Written by Reed David
Updated over a week ago

Archiving and Deleting Teams

Learn how to manage teams that are no longer in service

Written by Reed David
Updated over a week ago

Roles & Permissions in Ally

Written by Reed David
Updated over a week ago

Data Import Process

Can Ally import data into my Organization?

Written by Reed David
Updated over a week ago

Video: Inviting Users to Ally

Learn how to configure invitation settings and invite users to Ally

Written by Reed David
Updated over a week ago

Video: Teams and Team Management

Learn how to view team OKRs and manage teams in Ally

Written by Reed David
Updated over a week ago