Ability to Share Portal details

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Step 1

• Go to:Login » Workforce » Employee Roster >> Select the employee you would like to share the portal access with >> Click on “Send portal Invite” >> Portal Invitation Email Template pops up >> Click “Send"

• Select the Employee with whom, you want to share the portal details using the checkboxes. You can also apply filters and select the list all at once.

• The Send Portal Invite button is active after selecting the subjects then click on it.

• The Portal invitation email template pop-up allows you to edit it as needed.

• The selected employee's email addresses will appear in a drop-down menu. You can edit the email invite subject and the sender's email address if required.

• Once the editing is done then click on “Send”.

Step 2

• Login » Workforce » Employee Roster>> Click on Employee Email > Edit Employee Details pops up >> you can share by clicking on either “Reset Password link” or Email reset Link.

Note: Same process to reset portal access to existing employees if they have forgotten their portal password