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Adding and managing users

Amy Spagnolo
  • Updated

For a user to be able to work on projects and be assigned to tasks, they first need to be added to the platform as team members. This is the case for all users, including virtual users and system administrators.  Adding a new user will give that person access to your account and have a potential impact on your user licenses, based on the permissions selected. 

Adding employees manually is a good option for adding a couple of employees. For adding larger groups of employees, we recommend checking out the existing integrations to provision access to Forecast. It is also possible to allow users to automatically join the account, based on the email domains that have been approved by administrators. For more information, see Automatically Invite Users by Domain.

This article will cover:

Adding a team member

Administrators can add users to the account from the Admin panel, however, it is also possible to invite new team members to the account while creating a specific Project.

To add a new team member:

  1. Click on Admin on the top bar.
  2. Select Resources from the dropdown.
  3. Click Invite New Team Member
  4. Fill in the user's details
  5. Click the + Invite button to send an invitation email (excluding Virtual users)
    Note: If you are adding an administrator, you will be required to confirm the action with your password. 
 

Viewing and updating your team members

As administrators, once the first team members are added, it is possible to get an overview of the existing users and update them from the admin settings.

To view and update your Adding a team member users

  1. Click on Admin on the top bar.
  2. Select Resources from the dropdown.
  3. In the People tab you will be able to see the following details and update the following information:
    a. Name
    b. Role
    c. Department
    d. Permission profile
    e. Internal hourly cost - used for salary calculations
    f. Start date
    g. End date
    h. Created at (can be toggled on under Filters)
    i. Created by (can be toggled on under Filters)

Deactivating team members

Once users no longer need access to the account, they can be deactivated from the Admin panel. Deactivating users does not affect your subscription plan, therefore remember to update your subscription to reflect the correct number of seats needed. 

To deactivate your users

  1. Click on Admin on the top bar.
  2. Select Resources from the dropdown.
  3. In the People tab, click on the three-vertical dots icon on the right side of the individual user.
  4. Click on Deactivate User to prevent the user from accessing the account.

 

 

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