5. Add & Invite Users to Forecast.Live

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 the Plus.Live Administration Menu. 

CLICK HERE for the exact steps on how to do this.

Once you've completed all of these steps in the General section of Setting Up Forecast.Live, you're ready to add some specific settings pertinent to your own business.

That's all 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

    • 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 ...
    • 5. Add & Invite Users to Snapshot.Live

      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 the User ...
    • 3. Users, Groups, Roles & Permissions

      In Sales.Live, Users and User Groups are set up within the Plus.Live portal.  We've created a useful table (quick screen shot, below) to explain this. CLICK HERE to see the table within another article. Roles and Permissions are explained in the ...
    • How do I invite more Users to Snapshot.Live?

      Adding Users to Snapshot is done at the Portal Level. You create a User and invite them. See this section for more information: https://support.plussoftsolutions.com/portal/kb/plus-live/plus-live-portal/getting-started Need further information? ...
    • How do Users get calculated within a Plus.Live application?

      Users are set at the Portal Level and can be then added to a variety of applications under the Plus.Live plaform. From a pricing point of view, for example, every User that is added to Plus.Live and has access to Sales (or whichever application) is ...