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:
- Log in to the CRM.
- Click the User Menu on the top right corner of the screen.
- Click Settings. The Settings page opens.
- Look for the Automation section.
- Select Workflows. The Workflows page opens.
- Click the Standard tab.
- Select Employees from the drop-down beside the tab..
- 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.