You can quickly share a company by clicking the Share button at the top right.




Once in the sharing menu, you can share a company by doing the following:

  1. Enter the email address of the user with whom you wish to share a company;
  2. Choose a permission level;
  3. Save your choices.




Note that there are three levels of permission for sharing:

  1. Read: the user can see everything but can not edit anything;
  2. Write: the user can modify everything;
  3. Manage: the user can create scenarios and share the company with other users (if the options are available in the plan of the user who owns the company).


IMPORTANT: It is not possible to share a budget without sharing a company. If you share a company with a user, he will have access to all the budget scenarios of the company shared with him.