Managing people requires View-Edit permissions.

From the schedule, you can edit a person’s roles, permission level, capacity, and days of the week they’re available to work. If the person has not yet accepted your invitation, you can also edit their name and email address. However, after a person signs in, only they can edit their own name and email address.

To edit someone’s profile:

  1. Head to your Schedule, then click the Team button.

    team

  2. Click the downward-pointing expand arrow that appears to the right of a person’s name.

    expand

  3. Click the Actions menu below the person’s name.

    actions

  4. From there, you can choose to Archive or Delete the person.
  5. Otherwise, click Edit to add or remove roles, select a different permission level, or change the default hours and days of the week the person is available. If you’re editing your own profile or the profile of someone who has not yet signed in, you can also change the name and email address. 
    • Note: If you change your email address associated with your Forecast or Harvest account, it will change across all Forecast or Harvest accounts that you’re a part of. To learn more about Harvest ID, click here.
  6. Click Update to save your changes.

Note: You can also edit people from the Team Page. Head to Manage > Team and click any person’s name to edit their profile.