User Persona: Client Guest User

In this article, you will discover what it is like to be a client in Forecast.

 

Main takeaways:

As a guest user you will be able to have, limited, access to a company's Forecast account. This article will help you familiarize with all of the permissions that you have as a guest user in a Forecast account.

Accessing Forecast 

Step 1: Check your inbox

After the admin of the given company has sent you an invitation, this is what you will see:

Invited to Forecast

 

Then, follow the link to set up some final details as follows:

step two when logging as a client

 

My Tasks page

client tasks-1

 As a client, you will see only tasks to which you have been assigned to. So, if the admin of the given company has not assigned you to their tasks, your My Task section and Projects page will be empty! If that is the case, contact an admin, controller or a manager of the given company and request that they assign you to what you need to see. 

Then, consider a sample task: 

a sample task that a client can see

 

 You will be able to:

  • Edit estimates
  • Add/remove assignees
  • Edit the role
  • Adjust the start and end date
  • Add comments and tag people
  • Mark the task as a high priority
  • Add a subtask section
  • Add a new task 

create a task as a client

 

Projects view

Just like with tasks, you will see only those projects to which you have been assigned.

step 3 client-1

 

From within the project, that you are assigned to, you are able to view the tasks in their Workflow column.

a client has been assigned to a bunch of tasks

 

 

Additionally, you will be able to move tasks around.

moving stuff in workflow final gif

 

But also, when you click on the three dots, i.e. the hamburger menu of the given task, see the different options:


task options-1

 

Please Note: As a client, you will not be able to create or delete workflow columns.