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

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If NetFirm CS was unable to link an Employee Self-Service user to a NetClient CS or NetStaff CS portal during the Employee Self-Service 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 Employee Self-Service section.

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

  2. In the Users list, enter any part of the Employee Self-Service 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.
    Enable button

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

    The Linking field is available to the following types of firm administrators.

  4. In the Type pane, select the type of account to which you want to link the Employee Self-Service 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 portal.

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

  6. Click Enter.

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