You can edit a person’s roles, permission level, capacity, name, email address, and work days from the Team schedule or from Manage > Team. You can also archive or delete them from the account.

Note: If your account is connected to Harvest, changing a person’s name or email address in Forecast will not automatically update those items in Harvest. To update a person’s name or email address in both tools, the person must edit their own Harvest ID profile.

Editing a person’s profile from Manage > Team

1. Go to Manage > Team.
2. Click the name of the person you want to edit.
3. Add or remove roles, select a different permission level, choose a new capacity, or change their work days.
   • By default, you can only change the name and email address if you’re editing your own profile or the profile of someone who hasn’t signed in yet. There are separate instructions for updating a person’s name or email address below.
4. Click Update person to save your changes.

Editing a person’s profile from the Team schedule

1. Head to the Team schedule.
2. Click the name of the person you want to edit.
3. Click Actions > Edit (you can also use the Actions dropdown to archive or delete the person).
4. Add or remove roles, select a different permission level, choose a new capacity, or change their work days.
   • By default, you can only change the name and email address if you’re editing your own profile or the profile of someone who hasn’t signed in yet. There are separate instructions for updating a person’s name or email address below.
5. Click Update person to save your changes.

Editing a teammate’s name or email address

Note: If the person hasn’t been invited to the account or hasn’t yet accepted the invitation, you can edit their name and email address following the steps listed above.

When a teammate has previously signed in to Forecast, their name and email address will be locked against editing. A teammate can always edit their own name and email address from their Harvest ID profile, but there are specific steps if another person needs to make the change instead.

To edit the name and/or email address of someone who has already signed in:

1. Go to Manage > Team and click on the person’s name.
2. Make note of their current permission level (View Only or View and Edit), then uncheck the box beside This person can sign in and click Update person.
3. Click into the same person’s profile again and edit the name or email address as needed.
4. Once the new information is entered, check the box beside Invite this person as a and select the correct permission level from the dropdown.
5. Click Update person. The teammate will receive a new invitation to access the Forecast account at their updated email address.