FAQs in this section
Where do my employees receive their employee portal credentials?
An employee did not receive portal credentials. Why?
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?
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?

How are the portal credentials sent to employees?

Before enabling portal access for employees, make sure the workflow that sends portal credentials is active. This ensures that employees receive their login details via email as soon as portal access is enabled.
Follow these steps to activate the workflow:
  1. Log in to the CRM.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings. The Settings page opens. 
  4. Look for the Automation section.
  5. Select Workflows. The Workflows page opens. 
  6. Click the Standard tab.
  7. Select Employees from the drop-down beside the tab..
  8. Set the Status to Active
Note: You can modify the trigger and entry conditions, but the email action (sending credentials) cannot be edited. You can, however, add additional actions if needed.
To learn more about configuring the employee portal, click here.
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