In this article, you will learn:

  • What is Group Role access to Forecasts

  • How to give your Group Roles access to Forecasts tab

  • How Group Roles can access the Forecasts tab

Please note: Forecasts is part of our Operations Management Suite on Bizimply.

What is Group Role access to Forecasts

A user who has been assigned a group role can access the weekly forecasts for their locations. They can also import forecasted sales, labour sales % and hours if they have been granted access by the Account Admin to do so.

Important: Please note that Group Roles cannot access the Forecasts Settings. The forecast settings can only be accessed by Account Admins.

How to give your Group Roles access to Forecasts tab

  1. Sign into Bizimply.com as an Account Admin

  2. Select 'Account Access' from the drop down menu

  3. From the three options on the lefthand side, select 'Group Roles'

  4. Select relevant group role you wish to give access to Forecasts

5. Scroll down to the 'Forecasts' section and switch the toggle to On

6. Click 'Choose Options'

7. Review the three options and tick the checkbox of the permissions you wish for this group role to have

8. Click save at the bottom of the screen

How Group Roles can access the Forecasts tab

  1. Sign into bizimply.com using your email address and password

  2. Select your Group Role portal. For example: South Area Region in image above

  3. Select your Location Group from the locations drop down at the top right of the screen

  4. Click into the 'Forecasts' tab from the navigation bar

  5. Here you will see the Weekly Forecast for each location you have been assigned to your in your group role. Use the location dropdown menu on the right hand side within the Forecasts tab to navigate between locations.

  6. If you have been assigned access to Forecast Imports, they will appear below the Weekly Forecast section on the left hand side

Related Articles:

What are Group Roles and How to Set them Up

Weekly Forecast

Forecast Sales Import

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