How addresses are merged under a single Harvest ID will depend on what types of accounts you have (multiple Harvest accounts, multiple Forecast accounts, or one or more of each) and which email address you want to start using for all of them.

Things to keep in mind:

  • You’ll need to use the same email address in all your accounts to use the account switching feature. If you need to use different email addresses for both your accounts, see this FAQ for more information.
  • It’s not possible to update your own email address to one that’s already being used for another Harvest or Forecast account. If you’re trying to change the email address on an account where you’re the only user, or there is no other administrator (Harvest) or view and edit user (Forecast), please contact us and we’ll help!

In Forecast

Anyone with view and edit permissions can update your email address to the one you want to use. Please send these instructions to the person who will update your email address:

  1. Head to Navigation Menu > Team.
  2. Click on the person whose address you want to update.
  3. Uncheck the This person can sign in… box and then click Update Person.
  4. Click on the person again.
  5. Update their Email, check the Invite this person… box and make sure their permissions are correct.
  6. Click Update Person.

An invitation will be sent to the new email address. Make sure you sign out of all of your Harvest and Forecast accounts before following the link in the invitation. Once the invitation is accepted, the account will now be under the same Harvest ID. Repeat this process as needed in other Forecast accounts.

In Harvest

Any administrator can update your email address to the one you want to use. Please send these instructions to the person who will update your email address:

  1. Go to the Team Section
  2. Click on the person you’d like to update
  3. Click Edit Profile
  4. From the menu on the left, go to their Basic Info
  5. Update their Email, then click Update Info

An invitation will be sent to the new email address. Make sure you  sign out of all of your Harvest and Forecast accounts before following the link in the invitation. Once the invitation is accepted, the account will be under the same Harvest ID. Repeat this process as needed in other Harvest accounts.