Overview

This guide explains how to add a new user in Fortix—whether an employee or contractor. Anyone who needs access to Fortix as a Company User should be registered through this process.

Step 1: Access the Company Profile

• Click the Profile Menu Icon
• Select Company Profile

Step 2: Add a New Contact Person

• The Contacts form will open, displaying a list of contact persons on the right side of the page. These are the users shown on the Users page.
• Click Add New

• Complete the Contact Person form with the relevant details
• Click Save to commit the record to the system

Step 3: Assign User Access

• Go to the Contact Person
• Use the Filter in the Name column to locate the newly added user
• Click the down arrow in the Action tab and select User Access

Step 4: Edit User Details

• Go to Edit User Details
• Complete the Edit User form with the necessary information

Step 5: Password Setup

• Click Force Password Change by User (next login) for security

To set a password:

• Click the padlock icon
• Click Generate for a system-generated password
• Use the copy icon to copy the password to your clipboard
• Click Use Password to apply it
• Click the eye icon to reveal the password if needed

Step 6: Xero Integration (If Applicable)

If your company uses Xero as its financial system:

• Ensure fields such as Rate are correctly populated in the user’s details

Step 7: Dashboard Setup – Reset User

• Choose a reference user whose dashboard pattern you'd like to apply
• Tick the boxes for components to copy (Dashboard, Roles, Theme, Quick Menus)

Step 8: Notifications & Roles

• Set the required Notifications and Authentication Roles

Step 10: Email Setup

• Configure the new user’s email according to your company’s email system

Go to: ?email_senders

• Add the new member to the list of email senders to enable outbound communication