First, you'll need to define specific roles (additional configurations will continue to be added)
Full Access Role: Assigned on Default and grants permission to all access of the app
Planning Group Accessibility: Configure controls around planning groups
Select Team on the left hand nav
Click Add Teammate
Input Contact Information
Select their Admin status (Y/N)
Select their GL Accessibility (Y/N)
Select their Department
Note: A user's Department also determines their default home screen in Confido. There's no separate home-screen setting — to change which screen a user lands on, change their Department.
Select their Module Access
Select their Manager
Click Save
To Delete a Teammate:
Select the box next to the user you want to delete
To add users outside of your organization (auditors, outsourced teams, etc):
Click Add Partner
Input Contact Information
Select Has Confido Access? (Y/N)
Select their Department
Select their Manager
Click Save
Note: External Partners cannot currently be restricted to only their assigned Planning Groups/Customers on the Trade Calendar — an External Partner with Trade Calendar access can see the full calendar, not just their own accounts.
Note: Users can also be added in bulk by selecting Import by CSV
To Edit permissions double click into the tab you want to modify and select the new value
Troubleshooting: If a user can't select or see expected options (for example, planning groups when creating a promotion), check whether they have a role assigned at all on the Team page. Users added without an assigned role will be blocked from most actions in Confido. Assigning them a role (e.g., Full Access) from the Team page resolves this.
If a sales user specifically can't edit fields like buy-in date when adding a promotion, check the "Show accounting fields for sales users" setting under Trade Settings. This setting controls whether sales-role users can see and edit accounting-adjacent fields (including buy-in date) — if it's toggled off, those fields will be hidden or read-only for sales users even though other roles can edit them normally.
