Overview

Add a Service Provider to your company, assign site access at creation, and automatically invite them to the Forsite Portal to complete onboarding.

Steps

1. Open Companies
   • Go to Companies (Service Providers landing page).
2. Click [+ Add Service Provider]
3. Search first
   • Use Search by company name.
   • If the provider exists, select it (no duplicate needed).
4. Create a new provider (if not found)
   • Click + Create Service Provider
   • In Create Service Provider:
     • Enter Company name (required).
     • Choose Sites (multi-select or Check for all). (This assigns site access on creation.)
     • (Optional) Enter address (Unit, Number, Street, Suburb, City, Post Code) and select Country (required).
     • Enter Company contact details: First Name, Last Name, Email Address, Phone Number (all required).
   • Click Continue. An automated email is sent to the contact. (The sender will be CC’d.)
5. Follow-ups (optional)
   • On Companies, you can Select one or more providers and click Send Reminder Email, then choose a preset.
   • For custom templates, contact customersupport@getforsite.com.

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Troubleshooting

• I can’t see the “+ Add Service Provider” button → You dont have permission to add providers, contact your admin.
• Duplicate company warning → If search finds an existing provider, open it rather than creating a duplicate.
• No sites visible to assign → You only see sites you have access to. Ask your company admin if a site is missing.
• Invite not received → Check spam, confirm the contact email, or send a Reminder Email from Companies.

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FAQs

Does a new provider get portal access automatically?
Yes. The contact receives an automated invitation to the Forsite Portal to complete onboarding and invite their team.

What permissions do I need to add a provider?
You need Manage access to Companies,

Can I assign sites later?
Yes — you can manage site access under Companies → [Provider] → Site Access.

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