Adding Guest Users to your Forecast Account

In Forecast, Admins can add users to Client profiles. These users are known as guest users. Guest users have limited access to the platform. The actions they can perform depend on the permissions assigned by a Forecast Admin. 

This article covers:

• How do Guest Users work?
• Guest User Permissions
• Adding Guest Users

How do Guest Users work?

Guest users are invited to Forecast by an Admin using a Client profile. Guest users have limited access to the platform, can view only the projects they are assigned to and do not incur a seat cost in your subscription. 

Guests users can:

• Add new tasks
• Add/edit estimates
• Add/remove task assignees
• Assign or edit a task's role
• Adjust task start and end dates
• Create calendar meetings
• Add comments and tag people
• Flag tasks as a high priority, bugs or blocked
• Add labels to tasks
• Add subtasks
• Attach files to tasks
• Delete tasks

Guest User Permissions

Admins control the permissions assigned to guest users. Guest user permissions apply to all guest users  regardless of which Client profile they exist in within your Forecast account.

To access guest user permissions

1. Click Admin in the navigation bar. 
2. Select Clients from the dropdown. 
3. Click Client Permissions.

Guest users have access only to the projects they are assigned to. Within their assigned projects, guest users see only their assigned tasks, by default.

Review and edit Client Permissions to:

• Enable guest users to see all tasks within their assigned projects
• Restrict visibility over specific task detail such as task estimates, time entries, assignees and task roles.

To edit guest user permissions

1. From Admin > Clients, click Client Permissions.
2. To allow guest users to see all tasks with their assigned projects, tick the box for Show all tasks in assigned projects. 
   
3. To limit visibility over task detail, tick the boxes for Hide time entries, Hide estimates or Hide assignee and role. 
   
4. Use Limit guest user actions to restrict guest user actions to create tasks, edit task names or descriptions, add comments and attach files. 
   

Adding Guest Users

Guest users are added by an Admin from within a Client profile. 

To add a guest user

1. Click Admin in the navigation bar. 
2. Select Clients from the dropdown. 
3. Use Edit to open the Client profile you wish to add a guest user to. 
   
4. Scroll down to All Guest Users.
5. Click Add Guest User. 
   
6. Complete the Add Guest User Form entering the user's Full Name, Email and Phone.
7. Select the projects to assign to the guest user. 
   
   
   Note: Projects includes only projects assigned to the Client profile you are working in.
8. Click Add Person. 
9. The guest user is now added to the Client profile. 
   

To complete the guest user profile

An email is sent to the guest user with the subject line, Welcome to Forecast. This email walks the guest user through completing their account set up.

Additional information for the guest user, including how to complete their account set up, is available in Setting up your Profile: Instructions for Guest Users.

Related articles

• The Forecast Guest User Experience
• Setting up your Profile: Instructions for Guest Users
• Adding and managing Client Profiles