Adding a teammate to Forecast means that they can be scheduled, but it doesn’t necessarily allow them to sign in to the account. If you want someone to be able to view and/or edit the schedule and account settings, you also need to invite them to the account. This can be done at the time you add them, or later on.

Note: If your account is connected to Harvest, when you import people from Harvest, they won’t be automatically invited to access your account. You’ll need to invite them separately by following the steps for inviting someone after they’ve been added to the account.

Inviting someone while you’re adding them

1. When you’re adding a new person to the account, check the box to Invite this person and choose their permission level.
2. Click Save person. The person will receive an emailed invitation to access the Forecast account. They’ll need to accept the invite to gain access.

Inviting someone after they’ve been added to the account

1. Go to Manage > Team and click the person’s name.
2. Check the box beside the option to invite them and select their permissions.
3. Click Update person to save. The person will receive an emailed invitation to access the Forecast account. They’ll need to accept the invite to gain access.

You can also invite a person to join Forecast from the Team schedule by editing them.

Resending an invitation

If someone can’t find their invitation, or their previous invitation has expired, you can send them a new invitation.

To resend an invitation:

1. Go to Manage > Team and click the person’s name.
2. Click the Resend invitation link.