User Roles & Settings
7 articles
User Management, Roles and AccessLearn about how to access Toolio, invite new users and change the roles assigned to different users for appropriate permissioning.
Organization time zoneToolio supports data coming in from multiple time zones but all data is converted to the organizational time zone.
Creating Custom AttributesToolio uses attributes for planning and reporting. Please see below for how to define custom Attributes.
Creating, Importing, & Managing OptionsOptions define the values that single-select Attributes can take. Please see the steps below on how to manage Options.
Manage Time Frames
Managing SpreadsHow to add, delete, and edit spreads
Multi-currency supportToolio has out of the box support for multi-currency data and currency conversions. Please see below for how it works.