There are 3 different user roles within PlanGuru Analytics:
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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.
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Additional Users - Access to one or multiple selected Companies within your workspace with Read/Write and Publish capabilities
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Client Portal - Access to Read Only Dashboards and Reports that are selected by higher-access users
*All Users must be PlanGuru Users prior to gaining any access levels within Analytics.
Group Access
To add a user to a group, click the Group Access button on the home screen. These team members can then add or edit all companies to the group to which they have access.
Additional Users
To add a user to a single company, click the company name, and it will expand, then click "Additional Users" to add them. When this user logs in, this will show up in their Shared with me folder. The shared folder is only used when an individual company is shared with you.
Client Portal
