Can I give a client access to forecasts or scenarios without giving them access to other Client’s Data?

Written by Ross MacLeod

Yes. You can give a User access to Scenarios without giving them access to other Organisations that you don’t wish them to see. This can be done within the Organisations section of Futrli by the Account Owner by promoting the User to an Admin. Provided the toggle ‘Auto Add Organisations’ option is not selected, this will only given them access to Scenarios for Organisations, which you have chosen to give them access to:

Screen Shot 2017-01-17 at 14.43.04

Leave a Reply

Your email address will not be published. Required fields are marked *