Users

Overview

Users represent everyone in your company who needs access to Forz — dispatchers, technicians, managers, and administrators. Each user has a role that determines what they can see and do, an hourly rate for labor cost tracking, and optional skills for matching technicians to the right jobs. Forz uses WorkOS for secure authentication, so adding a user sends them an email invitation to set up their login.

Before You Begin

Prerequisites:

1. You have the Users: Create permission on your role (Admin role has this by default).

2. At least one role exists in your account (Settings > Roles & Permissions).

3. You know the user's email address (each email must be unique within your account).

Adding a User

1. Click Settings in the sidebar navigation.

1. Click the Users tab.

1. Click the + New button. A form opens.

1. Enter the user's Email address. This is required and must be unique within your account.

1. Select a Role from the dropdown. This determines the user's permissions.

1. Enter an Hourly Rate. Defaults to 0.00. Forz uses this for labor cost calculations on jobs.

1. Click Save.

Expected result: Forz creates the user record and sends a WorkOS invitation email to the address you entered. The user appears in the list with no "Last Sign In" date until they accept the invitation and log in.

Note: The user's first name, last name, and mobile phone are not required at creation. The user fills in their profile details when they accept the invitation and log in for the first time.

Editing a User

1. Click Settings in the sidebar navigation.

1. Click the Users tab.

1. Click the user's name in the list to open their detail view.

1. Update the fields you want to change: First Name, Last Name, Email, Mobile Phone, Role, Hourly Rate, Time Zone, or Language.

1. Click Save.

Expected result: The user record updates. If you changed the email address, Forz revokes the old WorkOS invitation (or membership) and sends a new invitation to the updated address.

Tip: To view a user's hourly rate history, click the rate history link on their detail page. Forz logs every rate change with the previous rate, new rate, who made the change, and when.

Managing Skills

Skills let you tag technicians with their certifications and expertise (e.g., "HVAC", "Backflow Certified", "Electrical"). You can use skills to filter and match technicians to jobs.

1. Open Settings in the side bar.

1. Click the Skills section.

1. Add or remove skill tags as needed.

1. Click Save.

Expected result: The skills appear on the user's profile and are searchable from the user list.

Toggling a User Active or Inactive

When a technician leaves or goes on extended leave, deactivate their account instead of deleting it. Deactivated users cannot log in but their historical data (time logs, job history) is preserved.

Deactivating a user with reassignment

1. Open the user's detail view.

1. Click the Disable button.

2. If the user has open jobs, active routes, assigned customers, or pending tasks, Forz prompts you to reassign them. Select a New User from the dropdown to transfer all responsibilities.

3. Click Confirm.

Expected result: The user is set to inactive, their WorkOS membership is deactivated, and all open work is transferred to the selected user. Forz logs the transfer in Settings > Reassignment Logs.

Deactivating a user without reassignment

1. Open the user's detail view.

1. Click the Disable button.

1. If the user has no re-assignable records (no open jobs, customers, tasks, routes, events, or projects), the user is deactivated immediately.

Expected result: The user is set to inactive and can no longer log in.

Reactivating a user

1. Click Settings > Users.

1. Toggle the view to show Disabled users.

1. Click the inactive user's name.

1. Click the Enable button.

Expected result: The user is reactivated, their WorkOS membership is restored, and they can log in again.

Resending an Invitation

If a user did not receive or lost their invitation email, you can resend it.

1. Open the user's detail view.

1. Click the Resend Invitation button. This button only appears for users who have never signed in.

Expected result: Forz sends a new WorkOS invitation email. If an invitation was already pending, the existing one is reused and resent.

User Profile Settings

Each user can update their own profile from the My Settings page.

1. Click your Name or initials in the bottom-left corner.

1. Select My Settings.

1. Update your Photo, First Name, Last Name, Time Zone, or Language.

1. Click Save.

Expected result: Your profile updates immediately. The avatar changes across the application.

Tip: If no photo is uploaded, Forz generates an avatar from your initials using your assigned color.

Theme Toggle

Users can switch between light and dark mode.

1. Click the theme toggle in the application header.

Expected result: The interface switches between light and dark themes. Your preference is saved to your user settings.

What Happens After Creating a User

When a user is saved, Forz automatically:

• Sends a WorkOS invitation — the user receives an email with a link to set up their password and log in

• Sets the time zone — defaults to the account's time zone if not specified

• Generates a clock token — a unique, secure URL the user can use to clock in/out from the time clock

• Copies WorkOS ID — if another user with the same email exists in WorkOS, the ID is linked automatically

Warning: Each email address must be unique within an account. If you need to change a user's email, use the edit form — Forz handles the WorkOS invitation revocation and re-invitation automatically.

Common Scenarios

Onboarding a new HVAC technician

1. Go to Settings > Users and click + New.

2. Enter the technician's email (e.g., mike.chen@example.com).

3. Select the Technician role.

4. Set the Hourly Rate to 45.00.

5. Save, then open the user and add skills: "HVAC", "EPA Certified", "Brazing".

6. The technician receives an invitation email, sets up their password, and completes their profile (name, phone) on first login.

Transferring a departing dispatcher's workload

A dispatcher is leaving the company. They have 12 open jobs assigned to them, 3 active routes, and 8 customer accounts.

1. Open the dispatcher's user profile in Settings > Users.

2. Click Disable.

3. Forz detects the open records and prompts for reassignment.

4. Select the replacement dispatcher from the dropdown.

5. Click Confirm. All 12 jobs, 3 routes, and 8 customers transfer to the new dispatcher. The transfer is logged in Settings > Reassignment Logs.

Sending a time clock link to a technician

An admin wants a technician to have a quick-access time clock bookmark on their phone.

1. Open the technician's user profile.

2. Click Send Clock Link. Forz sends an SMS to the technician's mobile phone with a secure URL they can save to their home screen.

Troubleshooting