Need to remove a person from your account? No problem. You have two options: archiving and deleting.

Note: We do not automatically adjust your payment plan when you archive or delete users. If you archive or delete a user, you must also adjust your payment plan.

Archiving people

If you’d like to retain all of a person’s data such as scheduled time, roles, email address, etc.—you should archive them. Once a person is archived, their assignments will no longer be editable. You’d need to restore the person to edit their assignments again. Before archiving a person, you may want to delete any future scheduled assignments they have on a project.

Archiving a person will remove them from your Schedule view and Team page and place them on the archived people page. All data remains intact, and you can restore the person at any time.

1. Head to the Schedule, then click the Team button.
2. Click the downward-pointing Expand arrow that appears to the right of a person’s name. If the arrow points up, you’ve already expanded your view and can skip this step.
3. Click the Actions menu and select Archive.

Restoring people

To restore an archived person:

1. Go to Manage > Team.
2. Click the View archived people button. 
3. Click Restore next to the archived person’s name.

They’ll be moved back to your list of active people.

Inviting restored people to sign in

If you’d like a restored person to be able to sign in to the account, you’ll need to invite them to sign in again, even if they could sign in before they were archived. To resend an invitation to sign in to Forecast:

1. Head to Manage > Team.
2. Click the person’s name.
3. Check the box beside the option to invite them, select their permissions, and click Update person.

Deleting people

If you’d like to permanently remove a person and all of their data from your account, you can delete them. Deleting is irreversible and will remove the person, all of their profile information, and all of their assignments. It is not possible to restore data for a deleted person.

To delete a person:

1. Head to Schedule and select the Team view.
2. Click the downward-pointing Expand arrow that appears to the right of a person’s name. If the arrow points up, you’ve already expanded your view and can skip this step.
3. Click the Actions menu and select Delete.
4. Type DELETE to confirm, and click Delete.

Note: You can also archive and delete people from your Team page. Head to Manage > Team and click on the person you’d like to edit. Click the Action menu to select Archive or Delete.