Manually linking Employee Self-Service or Web Employee users to NetClient CS or NetStaff CS portals

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If NetFirm CS was unable to link an Employee Self-Service or Web Employee user to a NetClient CS or NetStaff CS portal during the Employee Self-Service or Web Employee registration process, follow these steps to manually link the portals.

  1. In the Admin tab of the navigation pane, click the Users link in the Web Employee/ESS section.

    Note: If you don’t see this button, you don’t have access to Employee Self-Service or Web Employee administration.

  2. In the Users list, enter any part of the Employee Self-Service or Web Employee user’s name or login in the Find field and click the user’s name. NetFirm CS displays the user’s information on the right.

    Tip: Delete the entry from the Find field to view the full list of users.

  3. In the Identification section, click the Enable button to the right of the Linking field. Show me.

    Note: If the screen doesn't contain a Linking field, click here for additional information.

  4. In the Type pane, select the type of account to which you want to link the Employee Self-Service or Web Employee portal.
  5. In the Available Users pane, enter any part of the user’s name or ID in the Find field, and mark the checkbox for the NetClient CS or NetStaff CS user whose portal you want to link to the selected Employee Self-Service or Web Employee portal.

    Note: You can link only one Employee Self-Service or Web Employee portal to each NetClient CS or NetStaff CS portal.

  6. Click Enter.

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