Adding / removing users from the Forth Partner portal

You are able to manage your staff that can access your Forth Partner portal at any time within User Settings.

To navigate to User Settings, click on your company name in the top left of the screen. Select Users.

You will see a list of the Users currently able to access your Forth Partner portal.

Editing a User

To edit a User, click the Edit User button to the right of the name of a user:

You will be taken to the  User Details screen. Follow the instructions below for adding a User to learn more about the settings you can edit.

Adding a User

To add a User, press the Add New User button in the top right of the screen.

You will be taken to the User Details Screen:

• Name – Enter the User’s name as you wish it to appear in the Forth Partner portal
• Email – Enter the email address to be used to access the Forth Partner portal
• Set Password – set a password for the User to access the Forth Partner portal

Access Rights

The User Details Screen has a list of Access Rights that can be assigned to a User. We recommend providing a User with the minimum access they require to complete the work needed on the Forth Partner portal.

Below is a breakdown of the different Access Rights and what abilities they provide:

• Super Admin – grants full access and management rights to your Forth Partner portal. This Access Right should be assigned to only a small number of Users who you trust the most. You remain responsible for who you assign this Access Right to
• User Management – provides the ability to manage Users who can access the Forth Partner portal
• Company Settings – grants access to manage the Company Settings screen
• Company Financial – provides the ability for a user to view the financial performance of your Forth Partner account
• Clients & Orders – allows a user to access the Clients tab and to view and place Orders for a Client
• Client Profile Management – (Clients & Orders is required to assign this Access Right) provides the ability for a User to edit the details of a Client within the Clients tab
• Results – grants the ability for a User to view a Client’s test results. We recommend that this Access Right is limited to health care professionals and other members of staff who have a legitimate relationship to view test results of a Client

Once you are happy with your settings, press the Save button in the top right of the screen.

If you are unsure about any User settings, use the form on this page to contact Technical Support.