3. Users, Groups, Roles & Permissions

3. Users, Groups, Roles & Permissions

In Forecast.Live Users and User Groups are set up within the Plus.Live portal. 

For Version 1 of Forecast.Live, there are no settings for Roles and Permissions. These will be added when additional functionality like Cash Flow forecasting has been added.

Here's a useful table (screen shot, below) to explain how Users and User Groups fit into Forecast.Live.




CLICK HERE to see the table within another article

Setting up User Groups is next - CLICK HERE



Need further information?

 
Submit a ticket by sending an email to Support@Plus.Live.