1. Create Company Portal & User

Welcome to Forecast.Live!

If this is your first Application within the Plus.Live portal, we need to set up a Company Portal and Admin User, within Forecast.Live.

This is all done in the Plus.Live Portal, or "engine room" (screen dump below). 

This is all explained in this article  - CLICK HERE and follow the steps.

If you've done that, you can move onto the next step-  CLICK HERE

Need further information?

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

• Related Articles

• 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 ...

• 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, for Snapshot.Live This is all done in the Plus.Live Portal, or "engine room" (screen dump below). To set this up follow these ...

• Creating a Company Portal and First User Account

  Article Summary This article explains how to set up a Company Portal and the First User account settings, as well as how to register for Plus.Live. User Account and Company Portal To use Plus.Live, you need to create a  User Account and a Company ...

• 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 ...