When an admin enables the feature, a rep can add an allocation & it will automatically approve/save the allocation. The reps can also now edit/delete the allocations themselves.

To enable this feature to follow these steps:

  • Go to My Account in the top right, then Manage in the top left of the next page 
  • Click Edit on the Managing page in the top left
  • Scroll down to the Allocations section - check the box: Allow Sales Reps Full Access to Allocations?
  • Click Save 

That's it!  When a rep creates an allocation we will automatically save and approve the allocation.  If admins would like to be alerted of the allocation being created, please add your email to the Outbound Email section located on the Manging page.  Click the Add link and select the allocations.notifications key.