Can I control user permissions?

Yes. PlanGuru provides flexible user permissions so you control who can view and edit information.

Each user can be assigned one of three permission levels:

• Full Access
• Read/Write
• View Only

Permissions can also be customized for:

• PlanGuru Analytics dashboards and reports
• Budget and forecast scenarios
• Profit & Loss
• Balance Sheet
• Cash Flow Statement
• KPI reporting

This allows advisors to securely collaborate with team members and clients while ensuring users only have access to the information they need.