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Portal: Link a user account to an employee record

How to link a portal user to an HR person record.

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Written by Steve Cole
Updated over 3 months ago

To link a portal user with an HR person record, follow the steps below.

From the dashboard menu, select Security, then click User Management.

In Search users, locate the user, then click on their three-dot menu.

πŸ“ŒNote: Ensure that the account type is All Active Portal Accounts.

Select Manage Account, then click ACTIONS.

Select Link to HR Person, then, under HR Person Link, select the employee.

πŸ€“Tip: You can search for them by name or employee number.

Click OK, and click YES if prompted to replace an existing link.

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