Alleo

What is the Manager Portal?

The task center bundles all admin work into one place.

Task center

Track benefit engagement, budget allocation, and financial impact in real time.

Dashboard

Provides a clear insight into the budget each employee has received, spent, and what remains.

Employer budget

Logbook

Documents

How to manage permissions via the Manager Portal.

Permissions Management

A new self-service feature for HR and admins to manage company benefits and policies directly within the Manager Portal.

Benefits & Policies

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Support from Alleo

All the information regarding the Manager Portal

Manager Portal Overview

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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