Adding team members

To add team members to your account who can collaborate on editing plans with you, go to the Account Management screen from the top right user menu in the account administrator's account (the initial creator of your team's account).

Check the actuals box for any users who will be importing or editing the actuals data you use to reconcile and reforecast your plan each month.

After adding users to your account, you can give them view or edit access to any plan from the File->Sharing menu.

 

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