Agents Settings

The Agent Settings section provides a list of your users able to login to your account and their related permission levels within the Alloy dashboard.

 

Add a new Agent

Navigate to the Settings tab, click on Agents. Invite new agents by entering their credentials and send them an invite.

 

Manage Agent access

Click on an Agent name to set access permissions. After which, access to Applications, Entities, Audit Actions and Settings can be granted by checking the boxes beside the functions. 

 

Permissions

You can permission agents in your account for the following permissions:

Applications

Allows Agent to view all or specific Applications as well as Entity Reviews and Evaluations for those Applications.

All Applications

Allows Agent to update and approve requests to update the active version for an Application.

Allows Agent to create new Applications.

Allows Agent to delete Applications.

Versions

Allows Agent to view Application versions.

Allows Agent to create new Application versions.

Allows Agent to delete Application versions.

 

Entities

Allows Agent to view the Evaluations view, the Review Queue, and Entity-specific Evaluations,

Documents, and Reviews.

 

Evaluations

Allows Agent to run and rerun Evaluations.

Allows Agent to archive or unarchive Evaluations as well as view currently archived Evaluations.

 

Reviews

Allows Agent to manually review an Entity.

 

Documents

Allows Agent to download Documents.

Allows Agent to upload Documents.

Allows Agent to mark Documents as approved or denied.

 

Notes

Allows Agent to create new Notes for Entities, Evaluations, Reviews, and Documents.

 

Audit Actions

Allows Agent to view the Audit Actions page.

 

Settings

Organization

Allows Agent to view Organization settings.

Allows Agent to update Organization settings.

Allows Agent to view whitelisted IP addresses for dashboard access.

Allows Agent to update whitelisted IP addresses for dashboard access.

 

Agents

Allows Agent to view Agents settings.

Allows Agent to invite new Agents to the Organization.

Allows Agent to set Agent accounts as enabled or disabled.

Allows Agent to update the Permissions of other Agents.

Allows Agent to delete Agent accounts.

 

Reason Code Groups

Allows Agent to view Reason Codes settings.

Allows Agent to create new Reason Code Groups.

Allows Agent to edit existing Reason Code Groups.

Allows Agent to delete Reason Code Groups.

 

Tags

Allows Agent to view Tags settings.

Allows Agent to create new Tags.

Allows Agent to edit existing Tags.

Allows Agent to delete Tags.

 

Outcomes

Allows Agent to view Outcomes settings.

Allows Agent to create new Outcomes.

 

Review Reasons

Allows Agent to view Review Reasons settings

Allows Agent to create new Review Reasons.

Allows Agent to edit existing Review Reasons.

Allows Agent to delete Review Reasons.

 

Sandbox Values

Allows Agent to view Sandbox Values settings.

Allows Agent to create, edit, and delete Sandbox Entities and Values.

 

Services

Allows Agent to view Services settings.

Allows Agent to edit Service credentials.

 

Lists

Allows Agent to create new Entity Lists

Allows Agent to view Entity Lists

Allows Agents to delete Entity Lists

 

Entities

Allows Agent to view Entities in Entity Lists

Allows Agent to add Entities to Entity Lists

Allows Agent to delete Entities from Entity Lists