User Management

Accessing Toolio

By default, users within your organization can access Toolio Read-Only with their Single Sign-On credentials. If desired, you can restrict access to only invited users, under Organization Settings and checking the box to Restrict Access to Toolio.

If Restrict Access to Toolio is checked, only invited users will be able to access Toolio. To learn how to invite users, please see the steps below.

User Invites

From the Users page in Settings, click on the Invite button. You will be directed to the Invitations page, where you can see all Invited Users. Once a user logs in they will no longer show on the Invitations page and they will display on the Users page.

To add a new user, click on Invite New Users. Enter the user's email and desired role. The user will now be able to access Toolio with that email address and the granted access level. Once you invite, the invitee will be receiving an email with the appropriate instructions to sign-in.

User Roles

Assigning User Roles

You can assign roles for your team in the Data & Imports page under Organization - Users. To change roles, simply double click the cell and select the desired role.

  • Admin - has ability to edit roles of users within an organization but cannot change their own role. Has access to all functions within the Toolio platform, including edit access to settings (options, attributes, spreads, etc.)

  • Editor - no ability to edit roles but has full access to all function within all planning modules and view only access to settings

  • Reader - can only view reports but cannot edit data

If no one on you team can see this page, please reach out to your Customer Success team and we will assign an Admin.

FAQ

No one on my team can access the Users page. How do we get access?

If no one on you team can see this page, please reach out to your Customer Success team and we will assign an Admin.

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