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

How do I give my employee access to the employee portal?

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:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Service Desk.
  4. Select Employees.
  5. Open an employee record.
  6. Go to the Details tab on the right sidebar.
  7. Find and enable the Portal Employee checkbox.
  8. Click Save.
If you enable the checkbox, the employee receives portal credentials to their email address that is stored in the employee record. 

To learn more about employee records, click here.
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