User Roles in PlanGuru Analytics

obviously, financial planning and analysis should not live in one person's inbox. Collaboration, no turns reporting from a single file that gets emailed around into know, shared into a shared system everyone trusts. And user permissions protect focus. Right? Managers see operational KPIs. Executives only see the strategic roll ups. Board members see summary level reporting. And for accounting firms, each client has their own secure environment, and, internally, your team would have tiered access. Right? You can give them access to specific things. So that reduces risk and increases efficiencies. And the users can basically be broken down into three levels, group access, additional users, and client portal users. A group access user would be like an admin or a workspace owner or an advisor user that has full access to all the clients. Right? So that's group access users here, and you can plug in their first name, last name, email, send them an invite. There's also additional users. Additional users would be like an internal user that has you know, again, if you're doing this for your own company, that has full access to the company or an adviser user or a client user that you want full access to the company, so helping you put together the reports and dashboards. And then last and certainly not least is client portal users. So these client portal users would be, you know, an internal user or a client user that has access to specific dashboards and reports that you organize in folders. They would only they would be read only, so they, you know, only can view those reports and and dashboards. They would not be able to change any of the settings, create their own, etcetera. So the very common use case there, when you open a company, you go down to the client portal, you can have these folders up top here. So I created a folder for manager one and added one of the dashboards in there. And you can give certain individuals access to that specific folder. And you can create folders for, you know, different department managers or executives or board members and pick and choose which dashboards and reports you apply to those folders. What's also very, very, very important here is each user that you add in PlanGuru Analytics must first be added to your PlanGuru accounts. Right? So back here, home screen. And this is again something the admin account holder would have to do. You'd be able to add the user here and then add the user in Analytics. If you do not add the user here first, you try to add the Analytics user here. The Analytics user would not be able to log in. It would block them. Right? So you need to add them in the PlanGuru modeling tool, the the account first.