FAQs in this section
Where can I add information about my employees?
Who is an employee?
How do I add employee details?
What is a Portal employee?
How do I delete an employee record?
What is the User field in Employees used for?
How do I access the Employees module?
How do my employees log in to the employee portal?
Can I create workflows for the Employees module?
How do I give my employee access to the employee portal?
Table of Contents
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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