New FOS User

New FOS User

Creating a new FOS user is a multi-step process, please see below for the pertinent information.
* signifies a step only required for Portside Hosted customers


1. A company FOS Admin will need to request a Citrix account be created. Send an email to FOS Support and include the users first name, last name, and email address. FOS Support will reply to the email with the Citrix credentials. If the user was not in copy, the admin should provide these credentials to the user *

2. A company FOS Admin will need to create the user a profile within FOS itself. This can be created by using the "Create FOS User" button at the bottom right of the Emp tab within a Personnel record or manually within the User module. Regardless of how you create the user, they will need their personal details reviewed/entered into the user profile and will need permissions assigned manually. The admin will provide these credentials to the user.

3. A company FOS Admin will need to create the user a Mobile account if they are to use the FOS Mobile application.

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