Setting Up Forecast.Live (General)
4. Set up User Group in Forecast.Live
In Forecast.Live, you can control what Users have access to which applications by using User Groups and Users. This is done at the Portal Level within Plus.Live. To see how to set this up, CLICK HERE and follow the steps. Move onto the next step, ...
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 ...
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 ...
2. Connect Business System to Forecast.Live
Once you've created a company portal within Plus.Live, step 2 is to connect your Business System. This will allow you to sync your information within your Business System (like overdue accounts) to Forecast.Live. If you want to know more about Data ...
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 ...