[{"data":1,"prerenderedAt":120},["ShallowReactive",2],{"help-article-user-management":3,"help-articles-nav":10},{"id":4,"category":5,"title":6,"description":7,"lastUpdated":8,"content":9},"user-management","Admin","User Management","Learn how to add, manage, and organise your team members in Forkto, including roles, locations, and access control.","2026-03-18T00:00:00.000Z","\u003Cp>User Management in Forkto lets you add team members, assign roles, control what they can access, and organise them by location. You’ll find it under \u003Cstrong>Settings > Users\u003C/strong>.\u003C/p>\n\u003Ch2>Overview\u003C/h2>\n\u003Cp>The Users page shows your team as a card-based layout, split into two sections:\u003C/p>\n\u003Cul>\n\u003Cli>\u003Cstrong>Users in This Location\u003C/strong> — team members assigned to the location you’re currently viewing.\u003C/li>\n\u003Cli>\u003Cstrong>Users in Other Locations\u003C/strong> — team members assigned to other locations in your business.\u003C/li>\n\u003C/ul>\n\u003Cp>Each user card displays their \u003Cstrong>name\u003C/strong>, \u003Cstrong>role\u003C/strong> (colour-coded badge), \u003Cstrong>email or username\u003C/strong>, \u003Cstrong>status\u003C/strong> (active now or last active time), \u003Cstrong>locations\u003C/strong> they’re assigned to, and \u003Cstrong>when their account was created\u003C/strong>.\u003C/p>\n\u003Cp>At the top, you’ll see the total count of active users in the current location and a \u003Cstrong>‘New User’\u003C/strong> button to add team members.\u003C/p>\n\u003Ch2>Adding a User\u003C/h2>\n\u003Cp>To add a new team member:\u003C/p>\n\u003Col>\n\u003Cli>Click the \u003Cstrong>‘New User’\u003C/strong> button.\u003C/li>\n\u003Cli>A form opens with a progress checklist: \u003Cstrong>Contact Details → Location & Department → Role\u003C/strong>.\u003C/li>\n\u003C/ol>\n\u003Ch3>Contact Details\u003C/h3>\n\u003Cul>\n\u003Cli>\u003Cstrong>First Name\u003C/strong> and \u003Cstrong>Last Name\u003C/strong> (required).\u003C/li>\n\u003Cli>Choose how the user will sign in:\n\u003Cul>\n\u003Cli>\u003Cstrong>Email address\u003C/strong> — the user will receive an auto-generated password by email.\u003C/li>\n\u003Cli>\u003Cstrong>Username and password\u003C/strong> — tick the checkbox to set up a username-based login instead (useful if the team member doesn’t have an email).\u003C/li>\n\u003C/ul>\n\u003C/li>\n\u003C/ul>\n\u003Ch3>Location and Department\u003C/h3>\n\u003Cul>\n\u003Cli>\u003Cstrong>Location(s)\u003C/strong> — select which location(s) the user should be assigned to. You can assign them to multiple locations.\u003C/li>\n\u003Cli>\u003Cstrong>Department(s)\u003C/strong> — if your account has the Departments feature, you can also assign them to one or more departments.\u003C/li>\n\u003C/ul>\n\u003Ch3>Role\u003C/h3>\n\u003Cp>Choose the user’s role:\u003C/p>\n\u003Cul>\n\u003Cli>\u003Cstrong>User\u003C/strong> — standard access to day-to-day features (logging temperatures, checks, food records, etc.). Cannot access Settings or manage other users.\u003C/li>\n\u003Cli>\u003Cstrong>Admin\u003C/strong> — full access to everything, including Settings, user management, locations, and all configuration options.\u003C/li>\n\u003C/ul>\n\u003Col start=\"3\">\n\u003Cli>Click \u003Cstrong>‘Create User’\u003C/strong> to finish. The new user will appear in the team list.\u003C/li>\n\u003C/ol>\n\u003Ch3>Adding Multiple Users at Once\u003C/h3>\n\u003Cp>You can also create several users in bulk:\u003C/p>\n\u003Col>\n\u003Cli>Switch to the \u003Cstrong>bulk creation\u003C/strong> mode in the new user form.\u003C/li>\n\u003Cli>Set shared settings (locations, departments, role) that will apply to all users.\u003C/li>\n\u003Cli>Add each user’s individual details (name, email/username).\u003C/li>\n\u003Cli>Review the list, then create all users at once.\u003C/li>\n\u003C/ol>\n\u003Ch2>Roles Explained\u003C/h2>\n\u003Cp>Forkto has four role types, each shown with a colour-coded badge on user cards:\u003C/p>\n\u003Ctable>\n\u003Cthead>\n\u003Ctr>\n\u003Cth>Role\u003C/th>\n\u003Cth>Badge\u003C/th>\n\u003Cth>Access Level\u003C/th>\n\u003C/tr>\n\u003C/thead>\n\u003Ctbody>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>User\u003C/strong>\u003C/td>\n\u003Ctd>Blue\u003C/td>\n\u003Ctd>Standard access to features. Cannot access Settings.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Admin\u003C/strong>\u003C/td>\n\u003Ctd>Green\u003C/td>\n\u003Ctd>Full access to everything, including Settings and user management.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Auditor\u003C/strong>\u003C/td>\n\u003Ctd>Red\u003C/td>\n\u003Ctd>Read-only access across the system. Cannot create, edit, or log anything.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Supplier\u003C/strong>\u003C/td>\n\u003Ctd>Amber\u003C/td>\n\u003Ctd>Limited access tied to a specific supplier. Used for supply chain partners.\u003C/td>\n\u003C/tr>\n\u003C/tbody>\n\u003C/table>\n\u003Cp>\u003Cstrong>Note:\u003C/strong> Auditor and Supplier accounts are managed separately — see the sections below.\u003C/p>\n\u003Ch2>Editing a User\u003C/h2>\n\u003Cp>To update a team member’s details:\u003C/p>\n\u003Col>\n\u003Cli>On their user card, click the \u003Cstrong>options menu\u003C/strong> (three dots).\u003C/li>\n\u003Cli>Select \u003Cstrong>‘Edit’\u003C/strong>.\u003C/li>\n\u003Cli>You can update:\n\u003Cul>\n\u003Cli>First name, last name, mobile number\u003C/li>\n\u003Cli>Email address or username\u003C/li>\n\u003Cli>\u003Cstrong>Role\u003C/strong> (Admin only)\u003C/li>\n\u003Cli>\u003Cstrong>Location(s)\u003C/strong> (Admin only)\u003C/li>\n\u003Cli>\u003Cstrong>Department(s)\u003C/strong> (Admin only, if Departments feature is enabled)\u003C/li>\n\u003C/ul>\n\u003C/li>\n\u003Cli>Click \u003Cstrong>‘Update Profile’\u003C/strong> to save.\u003C/li>\n\u003C/ol>\n\u003Ch2>Resetting a Password\u003C/h2>\n\u003Cp>If a team member needs a new password:\u003C/p>\n\u003Col>\n\u003Cli>On their user card, click the \u003Cstrong>options menu\u003C/strong>.\u003C/li>\n\u003Cli>Select \u003Cstrong>‘Send password reset’\u003C/strong>.\u003C/li>\n\u003Cli>A password reset email will be sent to their registered email address.\u003C/li>\n\u003C/ol>\n\u003Cp>\u003Cstrong>Note:\u003C/strong> This option is only available for users who have an email address on their account.\u003C/p>\n\u003Ch2>Deactivating a User\u003C/h2>\n\u003Cp>When a team member leaves or no longer needs access, you can deactivate their account rather than permanently deleting it. This preserves all their historical activity (temperature logs, checks, etc.).\u003C/p>\n\u003Col>\n\u003Cli>On their user card, click the \u003Cstrong>options menu\u003C/strong>.\u003C/li>\n\u003Cli>Select \u003Cstrong>‘Deactivate’\u003C/strong>.\u003C/li>\n\u003Cli>The user will be marked as inactive and can no longer sign in.\u003C/li>\n\u003C/ol>\n\u003Cp>To \u003Cstrong>reactivate\u003C/strong> a deactivated user:\u003C/p>\n\u003Col>\n\u003Cli>Find the deactivated user card (shown with a yellow “Deactivated” banner).\u003C/li>\n\u003Cli>Click the \u003Cstrong>options menu\u003C/strong> and select \u003Cstrong>‘Re-Activate’\u003C/strong>.\u003C/li>\n\u003C/ol>\n\u003Ch2>Granting Auditor Access\u003C/h2>\n\u003Cp>Auditor accounts give external auditors or inspectors \u003Cstrong>read-only access\u003C/strong> to your Forkto data. They’re managed separately from regular team members.\u003C/p>\n\u003Cp>To grant auditor access:\u003C/p>\n\u003Col>\n\u003Cli>Go to \u003Cstrong>Settings > Auditor Access\u003C/strong>.\u003C/li>\n\u003Cli>Enter the auditor’s \u003Cstrong>email address\u003C/strong>.\u003C/li>\n\u003Cli>Click \u003Cstrong>‘Send Access’\u003C/strong> — they’ll receive an email with their login credentials.\u003C/li>\n\u003C/ol>\n\u003Cp>To revoke access, find the auditor in the list and click \u003Cstrong>‘Revoke Access’\u003C/strong>. You can also revoke all auditor access at once.\u003C/p>\n\u003Ch2>Granting Supplier Access\u003C/h2>\n\u003Cp>Supplier accounts give your vendors limited access to Forkto. They’re managed separately from regular team members.\u003C/p>\n\u003Cp>To grant supplier access:\u003C/p>\n\u003Col>\n\u003Cli>Go to \u003Cstrong>Settings > Supplier Access\u003C/strong>.\u003C/li>\n\u003Cli>Select the \u003Cstrong>supplier\u003C/strong> from the dropdown (their email will be pre-filled from the supplier’s contact details).\u003C/li>\n\u003Cli>Click \u003Cstrong>‘Send Access’\u003C/strong> — they’ll receive a login link by email.\u003C/li>\n\u003C/ol>\n\u003Cp>To revoke access, find the supplier in the list and click \u003Cstrong>‘Revoke Access’\u003C/strong>.\u003C/p>\n\u003Chr>\n\u003Cp>Keep your user list up to date as your team changes. Deactivating leavers promptly and assigning the right roles ensures your account stays secure and your compliance records remain accurate.\u003C/p>\n",[11,16,21,26,31,36,41,46,51,56,61,66,71,76,81,86,91,96,98,104,110,115],{"id":12,"category":5,"title":13,"description":14,"lastUpdated":8,"excerpt":15},"allergens","Allergen Management","Learn how to manage allergen information for your menu items and generate allergen matrix reports in Forkto.","\nThe Allergens page in Forkto lets you track which of the 14 major allergens are present in your menu items. You can view your allergen data as a matr...",{"id":17,"category":5,"title":18,"description":19,"lastUpdated":8,"excerpt":20},"audits","Audits","Learn how to create, perform, and score internal and external audits in Forkto.","\nThe Audits feature in Forkto lets you perform structured audits of your business — covering hygiene, structural, and management standards. You can re...",{"id":22,"category":5,"title":23,"description":24,"lastUpdated":8,"excerpt":25},"check-form-builder-management","Check Form Builder & Management","Learn how to create, manage, and customise check forms for your food business using Forkto's Check Form Builder.","\nThe Check Form Builder lets you create custom digital forms for operational checks in your business — things like opening checklists, cleaning schedu...",{"id":27,"category":5,"title":28,"description":29,"lastUpdated":8,"excerpt":30},"clock-in-clock-out","Clock In / Clock Out","Learn how to track working hours using Forkto's Clock In / Clock Out feature for accurate time management.","\nThe Clock In / Clock Out feature in Forkto lets your team record their working hours. Staff clock in at the start of a shift and clock out when they ...",{"id":32,"category":5,"title":33,"description":34,"lastUpdated":8,"excerpt":35},"complaints","Complaints","Learn how to log, track, and resolve supplier complaints in Forkto.","\nThe Complaints feature in Forkto lets you log and track complaints against suppliers when there's an issue with a meat delivery. You can document the...",{"id":37,"category":5,"title":38,"description":39,"lastUpdated":8,"excerpt":40},"departments","Departments","Learn how to create and manage departments to organise your team and control access to data in Forkto.","\nDepartments in Forkto let you organise your team into groups — such as Kitchen, Front of House, or Production. Departments control which data team me...",{"id":42,"category":5,"title":43,"description":44,"lastUpdated":8,"excerpt":45},"files-management","Files Management","Learn how to upload, organise, and manage important documents for your food business using Forkto's Files section.","\nThe Files page in Forkto gives you a central place to store and manage important documents for your business — things like certificates, policies, su...",{"id":47,"category":5,"title":48,"description":49,"lastUpdated":8,"excerpt":50},"intakes","Intakes","Learn how to book in meat, ingredients, packaging, and deliveries using Forkto's intake system.","\nIntakes in Forkto are how you record goods arriving at your business. When you book in a delivery of meat, ingredients, or packaging, the items are a...",{"id":52,"category":5,"title":53,"description":54,"lastUpdated":8,"excerpt":55},"issues","Issues & Corrective Actions","Learn how to create, track, and resolve issues and corrective actions in Forkto to maintain food safety standards.","\nThe Issues feature in Forkto helps you track problems and corrective actions across your business. Issues can be created manually or generated automa...",{"id":57,"category":5,"title":58,"description":59,"lastUpdated":8,"excerpt":60},"locations-management","Locations Management","Learn how to add, edit, and manage the locations of your food business in Forkto.","\nThe Locations page in Forkto lets you manage all the physical sites your business operates from. Each location can have its own address, temperature ...",{"id":62,"category":5,"title":63,"description":64,"lastUpdated":8,"excerpt":65},"products","Products","Learn how to produce, track, and label products from your recipes in Forkto.","\nThe Products section in Forkto is where you produce finished products from your [recipes](/help/recipes). When you run a production, stock is consume...",{"id":67,"category":5,"title":68,"description":69,"lastUpdated":8,"excerpt":70},"reports","Reports","Learn how to view, filter, and export reports across all areas of your business in Forkto.","\nThe Reports section in Forkto gives admins and auditors a central place to view and export data from across the platform — intake records, temperatur...",{"id":72,"category":5,"title":73,"description":74,"lastUpdated":8,"excerpt":75},"client-profile","Settings & Business Profile","Manage your business details, preferences, billing, and account settings in Forkto.","\nThe Settings page is your central hub for managing everything about your Forkto account — from business details and preferences to billing, team acce...",{"id":77,"category":5,"title":78,"description":79,"lastUpdated":8,"excerpt":80},"staff-rota","Staff Rota","Learn how to schedule shifts, manage your team's rota, and let employees view their own schedules in Forkto.","\nThe Staff Rota in Forkto lets you plan your team's work schedule on a weekly calendar. Admins build the rota and publish it, and employees can view t...",{"id":82,"category":5,"title":83,"description":84,"lastUpdated":8,"excerpt":85},"stock-management","Stock Management","Learn how to view and manage your stock levels across all intake types in Forkto.","\nThe Stock page in Forkto gives you a unified view of your inventory across all intake types — meat, ingredients, packaging, deliveries, and produced ...",{"id":87,"category":5,"title":88,"description":89,"lastUpdated":8,"excerpt":90},"suppliers-management","Suppliers Management","Learn how to add, view, and manage your food suppliers in Forkto to keep your supply chain organised.","\nThe Suppliers page in Forkto lets you maintain a directory of all your food suppliers, including their contact details, delivery schedules, and certi...",{"id":92,"category":5,"title":93,"description":94,"lastUpdated":8,"excerpt":95},"training","Training","Learn how to create training courses, assign them to team members, and track completion in Forkto.","\nThe Training feature in Forkto lets you create training courses from PDF documents, assign them to team members, and track who has completed their tr...",{"id":4,"category":5,"title":6,"description":7,"lastUpdated":8,"excerpt":97},"\nUser Management in Forkto lets you add team members, assign roles, control what they can access, and organise them by location. You'll find it under ...",{"id":99,"category":100,"title":101,"description":102,"lastUpdated":8,"excerpt":103},"recipes","Food Management","Recipes","Learn how to create and manage recipes in Forkto, including adding ingredients from stock, setting up labelling details, and producing products.","\nRecipes in Forkto let you define the ingredients, quantities, and details for the food products your business makes. Once a recipe is set up, you can...",{"id":105,"category":106,"title":107,"description":108,"lastUpdated":8,"excerpt":109},"checks","Health & Safety","Checks","Learn how to perform, view, and manage operational checks to maintain standards in your food business.","\nChecks in Forkto let your team complete digital check forms — things like opening checklists, cleaning schedules, delivery inspections, or any other ...",{"id":111,"category":106,"title":112,"description":113,"lastUpdated":8,"excerpt":114},"food-temperature-records","Food Temperature Records","Learn how to log, view, and manage temperature records for food preparation stages to ensure compliance with health and safety standards.","\nFood Temperature Records in Forkto lets you track the temperature of food items through each stage of preparation — cooking, cooling, reheating, hot-...",{"id":116,"category":106,"title":117,"description":118,"lastUpdated":8,"excerpt":119},"temperature-logging","Temperature Logging","Learn how to log, monitor, and manage temperature readings to maintain food safety standards in your business.","\nTemperature Logging in Forkto helps you record and track the temperatures of your fridges, freezers, and other storage areas. Keeping on top of your ...",1779266070850]