Account Setup

Setting up and managing your Ally Organization

Balaji Seetharaman avatar Reed David avatar L +1
14 articles in this collection
Written by Balaji Seetharaman, Reed David, Lokender Kaushik and 1 other

What happens when I archive a team?

What happens to my team OKRs when the team is archived?
Aarushi Arora avatar
Written by Aarushi Arora
Updated over a week ago

Import your users and teams

Steps to import your users and teams into Ally.io for a seamless and quicker onboarding experience
Balaji Seetharaman avatar
Written by Balaji Seetharaman
Updated over a week ago

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
Reed David avatar
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
Reed David avatar
Written by Reed David
Updated over a week ago

Adding Users

Three ways to add users: by invitation, auto-join and bulk-add
Reed David avatar
Written by Reed David
Updated over a week ago

Removing a User (deactivate vs. delete)

Reed David avatar
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
Reed David avatar
Written by Reed David
Updated over a week ago

Archiving and Deleting Teams

Learn how to manage teams that are no longer in service
Reed David avatar
Written by Reed David
Updated over a week ago

Roles & Permissions in Ally

Reed David avatar
Written by Reed David
Updated over a week ago

Data Import Process

Can Ally import data into my Organization?
Reed David avatar
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
Reed David avatar
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
Reed David avatar
Written by Reed David
Updated over a week ago