Onboarding: configuring user rights and user access

Configuring access rights secures important information (i.e., client database) and allows the person in charge to control what employees do in Altegio.

  1. Firstly, you should invite users to manage the branch in Altegio: link.
  2. Then it's necessary to limit rights of users according to their responsibilities: link.
  3. Configure notifications for your employees: link.
  4. See the detailed information about each access rights section: link.