FAQs in this section
Where do my employees receive their employee portal credentials?
What is the Employee Portal?
How do I change the portal password?
What are the different ways I can view internal tickets on the employee portal?
How are the portal credentials sent to employees?
Can I show or hide fields in the Employee portal?
How do I give my employee access to the Employee Portal?
How do my employees log in to the employee portal?
How do I log in to the Employee Portal?
Can I modify my profile details on the Employee Portal?
How do I create an Internal Ticket on the Employee Portal?
Can I see the Internal Tickets created from the Employee Portal on the CRM?
How do I view an Internal Ticket on the Employee Portal?
Can I change the status of an internal ticket on the employee portal?
Can I manually close an internal ticket on the Employee Portal?
How do I add comments to an Internal Ticket from the Employee Portal?
How do I upload documents to an Internal Ticket from the Employee Portal?

An employee did not receive portal credentials. Why?

To ensure that the email with portal credentials is delivered to your employees, you must enable an email delivery setting in the CRM.

Follow these steps to ensure email delivery:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Select Email Settings under Configuration.
  4. Click the Edit icon.
  5. Scroll down to the Required Opt-in for Email Delivery section.
  6. Enable the checkbox for Allow sending workflow emails to contacts that have opted-out.
  7. Click Save.

To learn more about the employee portal, click here.
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