How do I give my employee access to the Employee Portal?

To give portal access to an employee, enable the Portal Employee checkbox in the employee record.
Follow these steps to give an employee access to the employee portal:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Service Desk > Agent Enablement.
4. Click Employees.  The Employees List View opens.
5. Add a New Employee:
   1. Click on + Add Employee.
   2. Enter the mandatory details such as Last Name and Email Address.
   3. Enable the Portal Employee checkbox.
   4. Click Save.
6. Enable Portal Access for an Existing Employee:
   1. Open the existing Employee record.
   2. Click Edit. The Edit Employee opens. 
   3. Go to the Details tab.
   4. Search Portal Employee. 
   5. Enable the Portal Employee checkbox.
   6. Click Save.

The employee will automatically receive login details via the email address saved in their Employee record.

To learn more about employee records, click here.