View Only - Getting started

Welcome to the View Only section of the Forecast Help Center! This section only has information that’s relevant to your particular permission level.

What you can do with View Only permissions

As a View Only teammate, you can sign in and see your company’s schedule—this includes all schedules across all projects and teammates. You can also see notes associated with projects and assignments. You can learn more by taking a look at our articles on navigating and filtering your schedule.

How to know if you have View Only permissions

If you can see your team’s schedule but can’t create or edit assignments, you have View Only permissions. You also won’t see Export, Manage, or Settings in the top menu bar.

Accessing your account and profile

Signing in

When you’re invited to join your team’s account, you’ll receive an invitation email. You must click the link in that email to accept the invitation and gain access. After accepting the invitation, you can sign in at any time from https://id.getharvest.com. You can learn more in our article about accessing Forecast.

Your profile

Click your name at the top right of your account and select My profile to access Harvest ID, our authentication system that allows you to switch between accounts, change your password, and manage your account security.

Still have questions? We’re happy to help!

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