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Add a User in PlanGuru Analytics

This guide walks through the process of adding a new user and inviting them to PlanGuru Analytics.

PlanGuru Analytics lets your team collaborate on dashboards, reports, and analytics. Before someone can access Analytics, they must first exist as a user in PlanGuru.

Step 1: Confirm the user exists in PlanGuru

  1. Log in to PlanGuru
  2. Select Edit Profile & Preferences.

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Review the lists of:

  • Additional Users (for Business/Nonprofit Plans)
  • Advisor / Client Users (for Advisor Plans)

Found them? Skip to Step 3

Not in PlanGuru yet? Continue to Step 2

Note: A user can be added to PlanGuru with "NO ACCESS" to PlanGuru App scenarios and still get access to Analytics.

2. Add the User to PlanGuru (if needed)

  1. Add them as a new PlanGuru user.
  2. Assign the appropriate permissions and click SUBMIT. 
    -  An invitation email will be sent automatically to create a password. Once they accept the invite and create their password, they can be added to Analytics. 

Tip: If the user only needs access to Analytics dashboards and reports, you can add them to a Company with NO ACCESS to PlanGuru models while still allowing them to use PlanGuru Analytics.

3. Log in to PlanGuru Analytics to add the new User

Once logged into PlanGuru Analytics, you will see a list of Companies within your account. 


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Here you will select what type of access to add the user to.

There are 3 different user roles within PlanGuru Analytics:

  1. Group Access - Access to ALL Companies within your workspace with Read/Write and Publish capabilities. By default the admin user who connected the Company will have this level of access, and can then begin to add other users within Analytics.
  2. Additional Users - Access to one or multiple selected Companies within your workspace with Read/Write and Publish capabilities
  3. Client Portal - Access to Read Only Dashboards and Reports that are selected by higher-access users



Click on the User Role you would like to add them and the click the "+ Invite" button

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Enter the appropriate info for First Name, Last Name, and Email Address

⚠️ Important: The email address must exactly match the email address used for the user's PlanGuru account.

Click INVITE, the user will receive an email inviting them to access PlanGuru Analytics.

Once accepted, they log in with their existing PlanGuru username/password and see dashboards/reports based on their assigned role.

 

More on Analytics user roles →