Sharing and User Access

Forecastr gives you many different options when sharing your model with others. Whether you’re wanting to collaborate with a coworker or share your model with an investor, read below to learn more about our sharing and user access features.

There are two methods for adding users into Forecastr and they depend upon the role that you are wanting to add: a Company Admin or a Company Employee/Investor/Guest.

Company Admin is the user role with the highest level of access to your company’s financial models. Here are the key differences in the Company Admin role compared to other roles:

To add a Company Admin User click on the company button (only accessible by Company Admin users) in the top right of your screen and then selecting “Users”.

Once you’re in the users section you can add new users by hitting the purple “Add User” button in the top right corner. When adding a new user to Forecastr you can select from the four roles below. Note that any user role besides Company Admin will also need to be attached to a User Group (mentioned in a later section).

Once a user has been added to your model they will receive an email with next steps on setting up their Forecastr account.

The Company Employee/Investor/Guest roles are the same type of User in Forecastr, just with different labeling. The differences in these users’ permissions are determined by their User Group and its individual settings.

To add a Company Employee/Investor/Guest User click on the “Share” button in the top right of your screen. Alternatively, this next menu can be accessed by clicking the company button and selecting “User Access”.

You will then see your model’s User Groups page, where you can create/edit User Groups and add users to them by searching their email address.

When adding a new user you will prompted to specify their role (which is how it will be labeled/organized) and if you would like their access to expire after a certain point in time.

Once you click on the settings for a User Group you can adjust the viewing and editing permissions for each section of your company’s scenarios and tabs. Users with view access will only be able to see a section while users with edit access will be able to edit information in that section.