Adding and managing users

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 automatically 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 user
• User profile statuses
• Viewing and updating your users
• Deactivating users

Adding a user

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 from Admin

1. Click on Admin on the top bar.
2. Select Resources from the dropdown.
3. Click Create Team Member.
4. Fill in the user's details
   
   • Full Name (required)
   • Email (required)
   • Main Role: based on the roles configured under Admin > Roles. To configure roles, see Setting up your company roles.
   • Permission (required): use one of the default permission profiles or create a custom one. To manage permissions profiles, see About permissions profiles and how they work.
5. Tick the box under E-Mail Invitation to send an email invite to the user you are creating. 
   
   1. If you do not select to send E-Mail Invitation now you can send the email invite at a later date. 
6. Click+ Create Team Member.
   Note: If you are adding an administrator, you will be required to confirm the action with your password. 

User profile statuses

Depending on how you are rolling out Forecast within your organization, you may wish to set up user profile accounts in advance of your team needing to access the platform. This can be done by determining to send or not send the email invitation when creating a user.  If you defer sending the email invitation when creating users, your People page will reflect by grouping users within different status categories.

To send email invitations to previously deferred users

1.  Click Admin in the top bar. 
2. Select Resources. 
3. On the People page, review Awaiting Invitation. 
4. Confirm all users you need to invite have valid email addresses. 
5. From the three dots at the far right of the user's row, select Send Invite. 
6. If you wish to bulk send email invites, select users by ticking the box to the left of their name. 
7. In the bulk actions menu that appears at the bottom of the screen, select Invite.
8. Once the email invite has been sent to the user, they will appear under Pending status.
   
   1. Users will remain in Pending until they have complete the steps in the email invitation. 

If a user advises they did not receive the email invitation, it is possible to resend.  These users will appear under Pending status and from here you can select to resend the invitation. 

To resend email invitations

1. Click Admin in the top bar. 
2. Select Resources. 
3. On the People page under Pending, find the user you need to resend to. 
4. Use the three dots at the far right of the user's row, and select Resend Invite. 
5. You may also bulk select users to resend to by selecting all users by ticking the box on the left side of their names. 
6. Then, in the bulk actions menu at the bottom of the page, select Invite. 
7.  

Viewing and updating your users

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 users