---
title: PlanGuru Analytics - User roles and privileges
description: PlanGuru Analytics has three types of users:  Subscription Administrative User, Company Administrative User(s) and Company Regular User(s).  Each type of user is allowed to conduct different activitie
---

[Skip to content](https://help.planguru.com/knowledge/planguru-analytics-user-roles-and-privileges#main-content)

[![PlanGuru Help Center](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_helpcenter.png?width=360&height=50&name=logo_PlanGuru_helpcenter.png)](https://help.planguru.com/knowledge?hsLang=en)

- [Your Tickets](https://help.planguru.com/tickets-view)
- [Sign out](https://help.planguru.com/_hcms/mem/logout)

Open main navigation

Close main navigation

- [Your Tickets](https://help.planguru.com/tickets-view)
- [Sign out](https://help.planguru.com/_hcms/mem/logout)
- [Submit a Ticket](https://help.planguru.com/tickets-view/new)

[Submit a Ticket](https://help.planguru.com/tickets-view/new?hsLang=en)

 Hello. What do you need help with?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.planguru.com/knowledge?hsLang=en)
2. [PlanGuru Desktop (Windows)](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en)
3. [PlanGuru Analytics](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-analytics)

# PlanGuru Analytics - User roles and privileges

PlanGuru Analytics has three types of users:  Subscription Administrative User, Company Administrative User(s) and Company Regular User(s).  Each type of user is allowed to conduct different activities within the application.

 

### **Subscription Administrative User (SAU)**

The user that created the PlanGuru Analytics subscription will automatically be the SAU.    There can only be one SAU per subscription; however the SAU user name and password can be changed.

### SAU Privileges:

1. Add/Change/Delete companies/analyses
2. Add/Change/Delete users
3. Reset user passwords
4. Create personal dashboard for analysis
5. Give other users the permission to access companies and analyses
6. Manage the subscription

 

### **Company Regular User (CRU)**

The Company Regular User can only view data they have been granted access to and have no additional permissions within PlanGuru Analytics.   An unlimited number of CRUs can be added to a subscription.

### CRU Privileges:

1. Access companies/analyses he/she has given permission
2. Create personal dashboard for analyses they have access to

 

### **Company Administrative User (CAU)**

Company Administrative users have some additional privileges over CRUs allowing them to help with the privilege management of Analysis files within the Companies they've been granted access to.  Subscriptions can have multiple Company Administrative users. 

### CAU Privileges:

1. Access companies/analyses he/she has given permission
2. Grant Company Regular Users ( CRUs) that have access to the current company access to analyses
3. Create personal dashboard for analyses they have access to

 

 

- [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#main-content)

    - [Getting Started](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#getting-started)
    - [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#setup-import)
    - [Company Management](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#company-management)
    - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#forecasting-modeling)
    - [PlanGuru Analytics (powered by Reach Reporting)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#planguru-analytics-powered-by-reach-reporting)
    - [Standard Reports](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#standard-reports)
    - [Updates](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#updates)
- [PlanGuru Desktop (Windows)](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#main-content)

    - [Updates](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#updates)
    - [Getting Started](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#getting-started)
    - [Navigating PlanGuru Desktop](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#navigating-planguru-desktop)
    - [Setup & Maintenance](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#setup-maintenance)
    - [QuickBooks Online Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-online-import)
    - [QuickBooks Desktop Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-desktop-import)
    - [Excel Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#excel-import)
    - [Analysis Setup](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#analysis-setup)
    - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#forecasting-modeling)
    - [Installation](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#installation)
    - [Licensing](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#licensing)
    - [Managing your PlanGuru Files](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#managing-your-planguru-files)
    - [Reporting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#reporting)
    - [PlanGuru Analytics](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-analytics)
    - [Technical Inquiries](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#technical-inquiries)
    - [PlanGuru Desktop in Cloud Hosting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-desktop-in-cloud-hosting)
    - [Advanced Reporting Excel Add-in](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#advanced-reporting-excel-add-in)
- [PlanGuru University](https://help.planguru.com/knowledge/planguru-university?hsLang=en)

- [PRODUCTS & PRICING](https://www.planguru.com/products/)
- CUSTOMERS 
    - [Small Businesses](https://www.planguru.com/users/small-business/)
    - [Nonprofits](https://www.planguru.com/users/nonprofit/)
    - [Accountants / Advisors](https://www.planguru.com/users/accountants-business-advisors/)
- LEARNING 
    - [Attend a Live Demo](https://www.planguru.com/products/planguru-webinar-signup/)
    - [PlanGuru University](https://www.planguru.com/planguru-university/) 
          - [Sign Up for PGU](https://www.planguru.com/planguru-university/)
          - [PGU Class Materials & Recordings](https://www.planguru.com/planguru-university/class-materials/)
    - [Video Tutorials](https://www.planguru.com/learning-resources/learning-center/)
    - [Help Center](https://help.planguru.com/knowledge)
- SUPPORT 
    - [Help Center/ Submit a Ticket](https://help.planguru.com/knowledge)
    - [Downloads / Updates](https://www.planguru.com/support/downloads/)
- [Try it FREE](https://www.planguru.com/products/trial/)

[![logo\_PlanGuru\_190-1](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_190-1.png?width=190&height=55&name=logo_PlanGuru_190-1.png "logo_PlanGuru_190-1")](https://www.planguru.com/)

Copyright © 2025, PlanGuru