Set Up User Group(s) in Sales.Live

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 to Support@Plus.Live - we're happy to help!

    • Related Articles

    • 2. Connect Business System to Sales.Live

      Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...
    • 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 ...
    • 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 ...
    • 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 ...
    • Is there a way to limit what certain staff can do in Sales.Live?

      Yes, in the Permission section, you have a wide range of options. More about Permissions here: