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
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Log in to PlanGuru and go to the Home Page.
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Click Edit Profile & Preferences.
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Select the Add User button.
2️⃣ Adding a User
When adding any type of user, you’ll be asked to:
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Enter Name and Email Address.
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Assign Projects & Scenarios they can access.
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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:
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Key stakeholders can participate in the FP&A process.
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Clients and colleagues stay aligned with data-driven insights.
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Easier collaboration on budgets, forecasts, and reports in real time.