Define Business Plan Creators

Explanation

This activity is used to define which users of the company that are allowed to create a business plan.

Perform this activity from:

Business Planning Administrators page, create a new record or select an existing record.
Enable the Plan Creator option for relevant user.

In order to perform this activity, a user must have been connected to the company.

As a result of this activity, the selected user is allowed to create a business plan.