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 yesterday

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 yesterday

Account Type

Regular User, Observer
L
Written by Lokender Kaushik
Updated yesterday

Work on Behalf Feature

Use the Work on Behalf feature to set up your Ally account
Reed David avatar
Written by Reed David
Updated yesterday

Observer Account Type

L
Written by Lokender Kaushik
Updated yesterday

Ally Admin Training Video

Setting up and managing your Ally admin configurations
Reed David avatar
Written by Reed David
Updated yesterday

Adding Users

Three ways to add users: by invitation, auto-join and bulk-add
Reed David avatar
Written by Reed David
Updated yesterday

Removing a User (deactivate vs. delete)

Reed David avatar
Written by Reed David
Updated yesterday

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 yesterday

Archiving and Deleting Teams

Learn how to manage teams that are no longer in service
Reed David avatar
Written by Reed David
Updated yesterday

Roles & Permissions in Ally

Reed David avatar
Written by Reed David
Updated yesterday

Data Import Process

Can Ally import data into my Organization?
Reed David avatar
Written by Reed David
Updated yesterday

Video: Inviting Users to Ally

Learn how to configure invitation settings and invite users to Ally
Reed David avatar
Written by Reed David
Updated yesterday

Video: Teams and Team Management

Learn how to view team OKRs and manage teams in Ally
Reed David avatar
Written by Reed David
Updated yesterday