Add team members to your account, set their role and location, edit their details, reset passwords, and deactivate or reactivate accounts.

User Management | Forkto Help Center

User Management is where you control who has access to your Forkto account. You’ll find it under Settings → Users. Only admins can create or modify users.

Roles

Each user is assigned one of two roles when you add them:

User — for day-to-day team members.
Admin — full access, including settings, user management, and billing.

Auditor and Supplier are separate access types. See Auditor & Supplier Access for how to grant those.

Adding a team member

Go to Settings → Users and click New User.
Choose Single User (one at a time) or Multiple Users (bulk).
Fill in First Name, Last Name, and either an Email Address or, for users without email, tick This user doesn’t have an email address and supply a Username and Password.
Select one or more Location(s) where the user works.
If shown, select Department(s).
Pick a Role — User or Admin.
Click Create User. An auto-generated password is emailed to users with an email address.

For bulk creation, fill in each person’s details and click Add to List to queue them, set shared Location(s), Department(s), and Role in the Shared Settings card, then click Create All N Users.

Editing a user

Open the three-dot menu on a user card and choose Edit. You can update:

First Name, Last Name, Mobile Number
Email Address (or Username for no-email accounts)
User Access (role), User Location, User Department
Hourly rate

Click Update Profile to save.

Resetting a password

Open the three-dot menu on a user card and choose Send password reset. This is available for users with an email address and sends them a reset link immediately.

Deactivating and reactivating

Deactivate — removes the user’s login access without deleting their records. Choose Deactivate from the three-dot menu and confirm.
Re-Activate — restores access. Open the three-dot menu on a deactivated user card (shown with a “User is deactivated” notice) and choose Re-Activate.

Deactivated users remain visible at the bottom of the list so their historical records stay intact.

Viewing users across locations

The Team Members card shows users assigned to your currently selected location first. A Users in Other Locations section beneath lists everyone else, so you have a full picture of your team from one screen.