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Managing Group Roles

Alto Software Group - CEST

Created on October 3, 2025

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Transcript

Managing Group Roles

In this quick Skill, you will learn how to add and edit group roles for members of staff at the agency, along with how to tweak the various settings to get the most out of Alto. When you see pins like this one, be sure to hover over them to learn more.

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Navigation

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Group Roles allow you to assign certain roles and responsibilities to people within your organisation, and thus give them access to certain features within Alto. Click through the steps here to get started.
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Select the cog, Then Templates and Admin
Select the cog, Then Templates and Admin
Select System Administration, Then Group Roles

Creating Group Roles

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Editing Group Roles

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The Group role settings are all contained in one long page. Click through these steps to scroll down the page and see an overview of some of the more important settings.

You're done!

You've completed the Managing Group Roles skill. Head back to your learn page to choose your next skill.

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