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How do I give my employee access to the employee portal?
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While adding an employee, you must enable the Portal Employee checkbox to give the employee access to the employee portal.
Follow these steps to enable access to the employee portal:
To learn more about employee records, click here.
Follow these steps to enable access to the employee portal:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Service Desk.
- Select Employees.
- Open an employee record.
- Go to the Details tab on the right sidebar.
- Find and enable the Portal Employee checkbox.
- Click Save.
To learn more about employee records, click here.
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