Overview

Invite Company Admins (Portal access) and Contractors (App access). For larger providers, use Teams to restrict who sees which client sites.

Invite your team (quick)

Purpose: add people to your company with the right access.

1. In the Forsite Portal, go to Teams (or your company’s user management area) and click Invite user.
2. Enter: First name, Last name, Email, Phone (optional).
3. Invite as a:
   • Company Admin — Portal access; can be set as a Key Contact for clients (receives system notifications).
   • Contractor — Forsite App access only. By default, sees all serviced sites (unless restricted by Teams; see below).
4. Click Send invite. The user receives an email to join.

Teams (advanced) — organise who sees what

Purpose: for large providers who service many sites and have big teams that don’t need to see everything.

• Without Teams: Contractors see all serviced sites.
• With Teams: Contractors only see the sites assigned to their Team.

Create a Team

1. Go to Teams → Create team.
2. Name it (e.g., Auckland Team). Save.

Add staff to a Team

1. Open the Team.
2. Click Add members, select the staff to include. Save.

Assign a Team to sites

1. In the Team, click Assign sites.
2. In the dialogue: Select client company → Select sites. Save.

Result: Contractors in this Team will only see the assigned sites. Anyone not in a Team still sees all serviced sites.

Troubleshooting

• New contractor can’t see any sites
  • If they’re in a Team, ensure the Team is assigned to the correct client sites.
  • If they’re not in a Team, confirm your company is servicing sites for that client.
• Admin isn’t receiving client notifications
  • Mark them as a Key Contact against that client.
• Invite email not received
  • Ask the user to check spam; confirm the email; resend invite.

FAQs

What’s the difference between Company Admin and Contractor?
Company Admin has Portal access and can be a Key Contact for client communications. Contractor has App access only.

Do I have to use Teams?
No. Teams are optional. They’re useful when you need to restrict visibility to specific client sites.

If I move someone into a Team later, what happens?
Their site visibility changes to only the sites assigned to that Team.

Can I change someone’s role after inviting them?
Yes—edit the user and switch Contractor ↔ Company Admin as needed.