How do Users, User Groups, Roles, Permissions work in Plus.Live and Applications?

Article Summary

The best way to explain Users, User Groups, Roles and Permissions is in a table. 

Like this:

Need further information?

 

Submit a ticket by sending an email to Support@Plus.Live or use the “Chat” option (note – only available within Plus.Live).

• Related Articles

• 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 ...

• 3. Users, Groups, Roles & Permissions

  In Snapshot.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 how - CLICK HERE to see the table within another article Roles and Permissions are explained in the ...

• 3. Users, Groups, Roles & Permissions

  In Forecast.Live Users and User Groups are set up within the Plus.Live portal.  For Version 1 of Forecast.Live, there are no settings for Roles and Permissions. These will be added when additional functionality like Cash Flow forecasting has been ...

• 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 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 ...