4. Set up User Group in Forecast.Live

4. Set up User Group in Forecast.Live

In Forecast.Live, you can control what Users have access to which applications by using User Groups and Users. 

This is done at the Portal Level within Plus.Live.

To see how to set this up, CLICK HERE and follow the steps.

Move onto the next step, adding/inviting Users - CLICK HERE.

Need further information? 

Submit a ticket (see below) or if you’re not reading this on our online Help Guide, pop an email to Support@Plus.Live

    • Related Articles

    • How do I delete a User?

      How do I delete a User? All Users are maintained at the Portal level for Plus.Live, so if you go to 'Administration' this is where you setup and maintain Users. User groups are what defines which application (Snapshot or Sales or Forecast etc) the ...
    • 4. Set Up User Group(s) in Sales.Live

      In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users.  This is done at the Portal Level.  To see how to set this up, CLICK HERE and follow the steps. Need further information?  Send an email ...
    • 5. Add & Invite Users to Forecast.Live

      Adding Users to Forecast.Live is easy. Once you've set up a User Group  (see HERE for more about User Groups) with the appropriate Applications that you want to invite users to, you're ready to add Users. This is done under the User Menu Item from ...
    • 1. Create Company Portal & User

      If this is your first Application within the Plus.Live portal, we first need to set up a Company Portal and Admin User, within Sales.Live. This is all done in the Plus.Live Portal, or "engine room" (screen dump below) and to get there, follow these ...
    • 4. Set up User Group in Snapshot.Live

      In Snapshot.Live, you can control what Users have access to which applications by using User Groups and Users.  This is done at the Portal Level.  To see how to set this up, CLICK HERE and follow the steps Need further information?  Submit a ticket ...