There are two permission levels for people invited to Forecast: View Only and View and Edit.

Anyone you’ve added but haven’t invited can’t access Forecast at all and won’t have a designated permission level.

View Only permissions

People with View Only permissions can sign in and view the schedule for all people and projects, but they can’t make any edits to the schedule or account data. They also can’t export the schedule or access Settings or Manage.

View and Edit permissions

People with View and Edit permissions have access to see and edit everything within the account. Anyone with View and Edit permissions can permanently close the account.

Setting permissions

When you add a person to your account, you’ll have the option to set their permissions then. If you need to set or edit a person’s permissions later on, you can do so in one of two places: from your Team schedule or from Manage > Team. You must have View and Edit permissions in order to make any changes.

Setting or updating permissions from the Team schedule

1. Go to Schedule > Team.
2. Click on the person’s name to expand their schedule and show the Actions menu.
3. Click Actions > Edit.
4. Make sure the box is checked to invite the person to sign in, then click the dropdown menu beside Invite this person and select View only user or View and edit user.
5. Click Update person to save. If this is the first time that person’s been invited, they’ll receive an emailed invitation to join the account.

Setting or updating permissions from Manage > Team

1. Go to Manage > Team.
2. Click the person whose permissions you want to set or edit.
3. Make sure the box is checked to invite the person to sign in, then click the dropdown menu beside Invite this person and select View only user or View and edit user.
4. Click Update person to save. If this is the first time that person’s been invited, they’ll receive an emailed invitation to join the account.