Setting up Snapshot.Live (General)
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 ...
4. Set up User Group in Snapshot.Live
In Snapshot.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? Submit a ticket ...
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 ...
2. Connect Business System to Snapshot.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Snapshot.Live This connection if via something we call a Data Connector - it 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, for Snapshot.Live This is all done in the Plus.Live Portal, or "engine room" (screen dump below). To set this up follow these ...
Initial Setup of Snapshot.Live
Article Summary This article outlines the initial steps to set up Snapshot.Live and connect to your Business System. We assume you have set up a Company Portal and Users on Plus.Live - if not, click here. NOTE: There are some great Getting Started ...
Setting up User Groups
In Snapshot.Live you can control what Users have access to which applications by using User Groups and Users. IMPORTANT: This is set up at the Portal Level and can only be done as an Adminstrator. Adminstrator Notes: The first User that registers in ...