4. Set up User Group in Forecast.Live

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• 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 ...

• 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 ...

• 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 ...

• 5. Add & Invite Users to Sales.Live

  Adding Users Once you've set up a User Group  with the appropriate Applications that you want to invite users to, you're ready to add Users.  You can do this under the User Menu Item from the Plus.Live Administration Menu.  To get to this menu, click ...