You can give access to the staff portal when adding new employees or editing existing ones.
Giving access to new staff
When adding new staff, in the first step, you can choose whether this person will have access to the staff portal. To give access, turn on “Access Staff Portal”. Click the slider to switch on/off.
Giving access to existing staff
To give portal access to existing staff, go to the Staff Listing page and follow these steps:
1. On the person’s row, click on the Actions button and select Login Details.
2. A dialogue box will appear. Check “Set Random Password” or insert a password in both fields.
3. Check “Active” to give access to the portal.
4. Additionally, check “Should change password on next login” and “Send Activation Email”. Once done, Click on Save.
Should change password on next login will show the employee password change screen immediately after the first login.
Send Activation Email will send login details as well as send email confirmation link to the employee.
Revoke Portal Access
To revoke access, simply uncheck “Active” and click on Save.