How do I add a Portal User?

This guide will show you how to set a Portal User in Lab Fusion. In addition, it will discuss who should be a Portal user for an organization!

1. Click “Organization”

On the home page, click on the “Organization” button.

2. Click here

Search for your desired organization and click “search”.

3. Click “Manage”

Click the manage button.

4. Click “Portal Users”

Select Portal Users.

5. Click “Add”

Click on the “Add” button.

6. Fill in all info for your contact.

The Portal User for the organization could be any D.E.R. who would like to have access to, and can manage, their company Portal. Here, enter the info for one Portal User.

7. Click “true”

The Add & Manage Users checkbox is used to provide a portal user with authority to Add or Archive other users and contacts within their organization. This box should be checked only for primary D.E.Rs.

8. Click “ADD”

When you are finished entering the Portal User’s info, click the “add” button.

9. Click “Add”

All Portal Users will be displayed here!