Archiving or deleting people allows you to add other people to your account without changing your Forecast subscription. If you need to remove a person from the account, you can archive or delete them to remove them from your schedule and from the active teammate list found in Manage > Team.

• Archiving a person removes their access to Forecast and their assignments from the schedule, but all of their data remains intact, and you have the option to restore them at any time from Manage > Team > View archived people.
• Deleting a person permanently removes the person, their access, and all of their data from the account.

If your account is connected to Harvest, archiving, restoring, and deleting people in Forecast will not affect their status in Harvest.

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

Archiving people

To archive a person from the account:

1. Head to the Team schedule.
2. Click on the person’s name to expand their schedule and show the Actions menu.
3. Click the Actions menu and select Archive.

This removes their access to Forecast and their assignments from the schedule.

You can also archive a person from Manage > Team.

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 and their assignments will be added back to the schedule. Restoring them won’t send them an invite, so you’ll need to take that step separately.

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 send an invitation to sign in to Forecast:

1. Head to Manage > Team.
2. Click the person’s name to open the edit form.
3. Enter their Email address if needed.
4. Check the box beside the option to invite them and select their permission level.
5. Click Update person.

Deleting people

Deleting a person will permanently remove them and all of their data from your account. Deleting is irreversible—it’s not possible to restore any data for a deleted person.

To delete a person:

1. Head to the Team schedule.
2. Click on the person’s name to expand their schedule and show the Actions menu.
3. Click the Actions menu and select Delete.
4. Type DELETE to confirm, then click Delete.

You can also delete a person from Manage > Team.