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  2. Managing Your Helm Account

How do I invite users to only one company?

You can invite users to manage multiple companies in Helm or only one. This article covers the latter.

One of Helm's most powerful functions is the ability to collaborate with others. Whether you're an advisor, a business owner, or an employee responsible for cash flow forecasting, there are times you'll want to share the forecast with another person. Inviting a user into one forecast is a great way to show them what's happening in terms of the ins and outs of the company and make decisions about actions to take.

To invite a user to an individual company, where they can see only that company's cash plans and cash flow forecasts:

  1. Go into the specific company you would like the user to work in
  2. Click on the gear icon by the company's name at the top left of the page
  3. Click on the "users" tab
  4. Click on "invite a user."
  5. Enter the new user's email address
  6. Click save to send the invite.

You can also toggle the "Can Modify" option on or off:

  1. If there is no checkbox, the user will have read-only permissions (i.e. they will not be able to modify or edit the company's cash plans)
  2. If there is a checkbox, the user will have the ability to edit the company's cash flow forecast


Tip: If you're an advisor, you can invite individual clients into their company's forecast as a 'company user.' If you want to invite staff to see all of your forecasts, see: Invite a user into multiple companies