How to create a New User in Fortix

 The end goal is to create a ‘single contact information view’ by having  all their relevant data. Having data that is up to date, accurate and relevant will ensure a productive and efficient workforce. If you already have a database of users or customers or suppliers or contacts, you can use the Importing Data into Fortix function.

To add a new User in Fortix, Click CONTACTS then a list of current CUSTOMERS will automatically display, which is all the contact in the database.

Easily navigate to this page by typing /?customers in the address bar. EG.

Click the filter arrow next to Contact to ensure the correct records are displayed. Click the APPLY tab to ensure the option are executed.

Find your Business Name in the list of contacts and click the underlined Name to execute

The EDIT CONTACT form opens. Locate the list of CONTACT PERSONS associated with your Business on the right-hand side of the screen. Click the plus sign to Add a New User.

Alternatively, Click the down arrow next to the Action button on the Customer List Form and select Add Contact. In brackets next to the option is the number of records that exist in the database for your company.

The ADD NEW CONTACT PERSON form is where you enter the details of your new user.

Click on the Add New menu option in the CUSTOMERS heading bar.

The ADD NEW CONTACT PERSON form is where you enter the details of your new user.

First Name, Last Name and at least one contact number are required to add a new contact.

Click on the "copy" icon to insert the Company's address.

Add the Job Title by clicking the down arrow for a current Picklist of Job Titles that have been preloaded in Fortix. Select the Job Title of your user that you are adding.

Having hundreds of Job Titles to scan through is time-consuming, you might want to reduce the selection of Job Titles available so it is more appropriate for your business industry. The Job Title Picklist can be managed (Add, Edit or Delete) by clicking on the pencil.

Add, edit or delete the list of Job Titles in the JOB TITLES Picklist. To add, Click the highlighted +. After you have made the desired changes, click SAVE.

Click SAVE when the contact details are completed.

The next step in completing adding a new user to your system is to Manage the User Login.


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