Here is how you invite a new user into Kelloo.
Note: This article refers to projects. Depending on your configuration, you may see alternate terminology used in your environment.
1. Select set up in the top level menu.
2. Select users in the set up menu.
3. Select invite user.
4. Enter first name, email address and optionally last name.
5. Select which menu set the user will have access to.
6. Optionally set the required create / update permissions.
7. Select send invite.
Account owner
At least one user must be set as the account owner. The account owner can access every menu option. You can give other users the account owner permission by checking account owner in the user record. Account owners can also manage your Kelloo subscription.
Permissions
Create / Update Projects. Controls if the user can create a new project or update an existing project's information.
Create / Update Roles. Controls if the user can create a new role or update an existing role's information.
Create / Update Resources. Controls if the user can create a new user or update an existing user's information.
To use the plan import the user requires all three create permissions to be set as the plan import can create new roles, resources and projects. To use the resource import the user requires both the role and resource permissions to be set as the resource import can create new roles and resources. |
Create Roadmaps. Controls if the user can create roadmaps.
Set Master Scenario. Controls if the user can change a scenario to be the master scenario.
Scoring Access. Controls if the user can score projects.
Setting allowed menu options
Create and allocate custom menus options to control which menu options a user can access.