How to Create a New User

RealTime CEO allows multiple user access.  If you have Owner access rights, you can invite other users to the software as follows:

1. Login using your existing username and password.
2. Click on the user icon (bottom-left corner of the screen). This takes you to the Account Settings.
3. Click the User Management tab.
4. Click Invite a new User.
5. Enter the user’s email address, first and last name.  Choose whether they have Contributor or Owner access rights (Owner can see Billing details, Contributor cannot).
   
   1. If Contributor, click Allow Historical Editing to allow the user to to load and edit data. 
   2. If Contributor, click Allow Forecasting Editing to allow the user to update the forecast. 
6. Click Send Invitation. The new user will receive an email – they need to click on the link in the email to activate their account and set their password.  You can choose Resend Invite if needed.