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.

Assigning User Access

By default, users within your organization can access Toolio Read-Only with their SSO credentials. If you'd like to restrict access to users that you invite, you can do so by following the steps below!

To enable this preference, go to your Organization Settings and check the box to Restrict Access to Toolio.

Enabling this setting will enable you to invite users to access your Toolio account. 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. Note: Invited users will not receive an email invitation.

FAQ

What if I don't see the Invite button on the Users page?

By default, users within your organization can access Toolio Read-Only with their SSO credentials. If you'd like to restrict access to users that you invite, you can do so by navigating to your Organization Settings and checking the box to Restrict Access to Toolio.

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.

Related Articles:
Getting Started with Toolio Basics


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