FX User Guide

Add Users to Your Company

Once your company is registered and approved, here's how to add colleagues to your organization in the Portal.

Where to Start

Click your profile icon in the top right of the Portal

Select User Management from the dropdown

** User management Selection SS goes here **

This opens the User Management dashboard for your company.

** Add User Button selection SS goes here **

Add a New User

Click "Add user" or "Add multiple users"

Fill in:

First Name

Last Name

Email Address

Select one or more Portal User Roles (at least one is required)

Click Role Description Details in the modal for a full list and definitions. You can also refer here[Role Description Guide URL].

** Add user form page SS goes here **

Tips

You can add multiple users at once using the "Add multiple users" option

Only users with the Company Admin, Business Admin or IT Admin role can invite others

If you're not seeing expected roles, contact Federity-X Support

What Happens Next?

Each invited user will receive:

A Portal invitation email with a one-time password

A prompt to set their own password and log in

Once logged in, they'll see the Federity-X dashboard based on their assigned role.

For any questions, feel free to reach out to [support email goes here].