User Management

Team Members

• People: Adding and managing team members
• Assigning Skills and Levels to team members
• Automatically Allow Users By Domain

Guest Users

• Guest User Access for Client Contacts
• The Guest User Experience
• Setting up your Profile: Instructions for Guest Users

Permissions

• About Permission Profiles
• Custom Permission Profiles
• Managing Advanced Analytics Permissions

Profile Settings

• Your personal Forecast profile
• Setting up your individual working hours
• Managing your personal Forecast notifications