Setting up users in Forwood One ensures that the right people have the right access to the portal and mobile app, based on their role and assigned locations.
Users can be created:
Individually (manual setup), or
In bulk (using an import template)
Who is Responsible for User Setup?
During the Project Phase
Forwood sets up users for the Project Team
Project Team users are created with Admin permissions
Before Go-Live
Client Site Admins take over responsibility for managing users
Site Admins can create, update, and manage users independently
Creating Project Team Users (Handled by Forwood)
Forwood Support will create Project Team users on your behalf.
What you need to do:
Complete the User Import Template with details of your Project Team members
Upload the completed file via:
Share with your CSM
Forwood Chat Bot, or
Email: help@forwoodsafety.com
Once received, Forwood will create these users in the Forwood ID portal.
📄 User Import Template: User Import Template.xlsx
⚠️ Important: Fields marked in red are mandatory and must be completed.
Creating and Managing Users (Client Site Admins)
Any user with the Site Admin role can access the User Management tab in the Forwood ID portal.
From there, Site Admins can:
Create new users
Update existing users
Manage access via manual or bulk processes
1. Manual User Creation
Use this option when adding a small number of users.
Enter user details directly in the Forwood One portal
Assign the correct role and site access
2. Bulk User Create
Recommended when adding many users at once.
Steps:
Complete the User Import Template with:
User details
Roles and access levels
Upload the completed template in the User Management area
User Import Template: User Import Template.xlsx
3. Updating Existing Users
User details and access can be updated in two ways:
Manually (editing individual user profiles)
Via bulk update (using import tools)
Training for Site Admins
Forwood provides User Management training as part of the Site Admin training session.
This training:
Covers all user administration tasks
Is delivered by Forwood
Can be recorded and shared internally within your organisation
Need Help?
If you have questions or need additional support:
Reach out to your Forwood Customer Success Manager
Email our Support Team at help@forwoodsafety.com