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:
- 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.
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