Change forecast role from Forecast Manager to Viewer

Hi ​@Mara Kolak! Great question. Depending on what you’re hoping to accomplish, you can be set up as a Viewer only or as a Forecast Manager and Viewer. If you’re a Clari Admin, you can make these changes for your user through the steps in this guide.  If you’re not a Clari Admin, a member of your internal Clari Admin team can make thees changes for your account through those same steps. Please let me know if we can offer any additional insight here.   

Hi ​@elijah, thanks for your reply!

I tried all of this already at least 10 times and still nothing :/

When I click on “actions” > “set as viewer” > save, literally nothing happens. 

We tried revoking access, removing me from forecasting...then I reached out to your colleague who told me that I need to change my role from Administrator to C-suite in order to change my forecasting role to Viewer - which didn’t make sense cause my managers are set as Administrators and are still able to be Viewers.

I compared access in Salesforce with them and my colleague (who also has Administrator & Viewer) but cannot find the key difference that will not let me be Viewer in Clari

Then, your colleague told me to raise a formal ticket with Clari - on top of all that, I am not able to see the button for submitting any kind of request except the new feature request. 

I guess there’s possibility that we don’t have this enabled on an org level? Is that correct? (submitting the request)



 

Hi ​@Mara Kolak— I’m sorry to hear that your running into these pain points.  Given what you’re describing, I would recommend submitting a case with our Support team in the Clari Support Portal to most efficiently resolve this situation, as the solution to what you’re describing may not be a one-size-fits-all answer.  Our support team will be able to investigate your account specifically and offer you tailored next steps.  

When you log into the Clari Support Portal, you should see the option to submit a Case if you are a Designated Support Contact for your organization.  If you’re not a Designated Support Contact for your organization, you should see a list of colleagues who can submit a case on your behalf (and cc- you in the correspondence).  

We want to support you in getting this behavior squared away.  Please let me know if you run into any trouble accessing the Clari Support Portal.