FAQs in this section
Where do my employees receive their employee portal credentials?
Can I show or hide fields from the employee portal?
How are the portal credentials sent to employees?
What is the Employee Portal?
How can I log in to the employee portal?
How do I change the portal password?
Can I modify my profile details on the employee portal?
How do I create an internal ticket on the employee portal?
What are the different ways I can view internal tickets on the employee portal?
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 close an internal ticket manually on 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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