---
title: Adding a User
description:  
---

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# Adding a User

## Collaboration is essential for effective financial planning. PlanGuru makes it easy to share your financial models and reporting packages by allowing you to add users to your account.

 

 

### 1️⃣ Where to Add Users

1. Log in to PlanGuru and go to the **Home Page**.
2. Click **Edit Profile & Preferences**.
3. Select the **Add User** button.

---

### 2️⃣ Adding a User

When adding any type of user, you’ll be asked to:

- Enter **Name** and **Email Address**.
- Assign **Projects & Scenarios** they can access.
- Choose **Access Level**:
  
    - **READ ONLY:** User can only View a particular Scenario or Sheet
    - **READ/WRITE:** User can View, Add and Edit Accounts, however cannot Delete Accounts
    - **FULL ACCESS:** User has full access to Add, Edit, and Delete Accounts

 

---

### Why Add Users?

Adding users ensures:

- **Key stakeholders** can participate in the FP&A process.
- **Clients** and **colleagues** stay aligned with data-driven insights.
- Easier collaboration on budgets, forecasts, and reports in real time.

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