Account Setup | Ally Help Center

Account Setup

Setting up and managing your Ally Organization

10 articles in this collection
Written by Reed David

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

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 (suspend 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

Managing 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