Who Can Create, Edit, Or Delete Aliases?

Who Can Create, Edit, Or Delete Aliases?


Only full admins can create, update, or delete aliases.

Limited admins cannot create, update, or delete aliases.

To learn more about different roles, click here.
To learn more about limited admins, click here.

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    • How Can I Edit An Alias?

      You cannot edit aliases. Instead, you have to delete the previous alias and add a new one.
    • How Can I Delete A User Alias?

      Here are the steps to delete user aliases: Login to your workspace On the left pane, click on "Users > All Users" Search for the user you want to edit Click on the "Aliases" tab (if needed) Hover over the alias row Click on the delete icon The user ...
    • How Can I Delete A Team Alias?

      Here are the steps to delete a team aliases: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team you want to edit Click on the "Aliases" tab (if needed) Hover over the alias row Click on the delete icon The team ...
    • What Are Aliases Used For?

      When processing transactions to perform a calculation, aliases are used to credit sales events to users or teams. Aliases can be user names, user emails, territory names, but also user or team IDs - if this is what your transactions contain. List all ...
    • How Can I View A Team's Aliases?

      Here are the steps to view a team's alias: Login to your workspace On the left pane, click on "Teams > All Team" Search for the team you want to view Click on the team row Click on the "Aliases" tab (if needed) You will see the list of aliases for ...